According to the latest data released by MIR DATABANK, Estun's robot shipments ranked first in the Chinese market in 2025 (including both domestic and international brands), establishing the company as a core driving force behind the sustained growth of China's industrial robotics sector.

Examining the overall market landscape, the era of foreign brand dominance in China's industrial robot market has come to an end. Comprehensive statistics from MIR DATABANK indicate that between 2020 and 2025, the market share of domestic industrial robot manufacturers surged from under 29% to 55%, while the share held by foreign brands correspondingly declined from over 71% to 45%.

Driven by national strategic initiatives and the iterative upgrading of market demand, the local supply chain has achieved remarkable progress in core technology R&D, product reliability enhancement, and cost control. Over the past five years, Chinese industrial robot brands have undergone leapfrog development, evolving from initial followers to a major dominant force in the market.

01
Breaking Free from Involution, Focusing on High-Quality Sectors
In 2025, with the continuous implementation of AI + robotics technology and the rising rate of domestic substitution, Estun led Chinese robot brands in achieving "dual growth" in both volume and quality for the first time, steering the industry away from involution and back towards a trajectory of high-quality expansion.

Prices in the Chinese robot market stabilized and began to recover. Starting in the second half of 2025, multiple robot manufacturers, including Estun, issued price adjustment notices. This facilitated the transmission of rising material and component costs to the complete robot market, signifying a gradual streamlining of the supply-demand link in China's industrial robot sector and a return to a landscape of healthy competition.

During its channel partner conference in January 2026, Estun highlighted its progress in "breaking the cycle of involution," concretely showcasing the results achieved in 2025 through technological innovation and product upgrades. By continuing to deepen its focus on vertical industry solutions, the company successfully achieved a large-scale market breakthrough in the automotive industry, building upon its extensive applications in sectors like new energy photovoltaics, lithium batteries, and metal fabrication. Estun secured volume applications in automotive parts and final assembly scenarios, as well as within the supply chains of industry-leading automakers like BYD and Seres. This steady, strategic advancement once again validated Estun's capability and organizational strength in crafting industry-specific solutions centered around key application scenarios.

02
AI + Robotics Driving Product Advancement
In 2025, Estun maintained its trend of sustained high growth in the industrial robot market, ranking first among domestic robot manufacturers for the eighth consecutive year. In the collaborative robot segment, Estun's subsidiary, Estun Codroid, achieved remarkable shipment growth exceeding 270%, becoming the fastest-growing cobot brand. Estun has evolved into a manufacturer with comprehensive in-house technology and a full product portfolio, encompassing automation and core components, industrial robots, collaborative robots, and AI + embodied intelligent robots.

As an industry leader, Estun is fully embracing AI technology, pioneering a breakthrough into the realm of industrial embodied intelligence. In early 2026, Estun launched its iER series robots, the iER.OS robot control system, and introduced the RoboBase platform focused on fostering an ecosystem for industrial robot + AI applications. The new iER.OS operating system validated the industry thesis that embodied intelligence technology would first find practical application in industrial settings. iER.OS offers enhanced openness and scalability incorporating edge computing capabilities. It ensures compatibility with IDE environments like CODESYS and MULTIPROG, facilitating cross-platform development. It provides an open SDK platform (ERI) interfacing with the underlying controller real-time operations, delivering exceptional control scalability for trajectory planning, guidance, and correction driven by complex scenarios integrating sensors (force/vision) and external multimodal models. Its sophisticated collaborative control algorithms introduced the concept of a "robot station manager." This enables coordinated control of up to four robots to create highly flexible workstations, integrating greater computing power and realizing a new paradigm where the robot controller manages the entire station.

03
Accelerating Internationalization Strategy
2026 marks the beginning of an accelerated phase for Estun's global expansion. Estun has become the first Chinese robot brand whose full series has achieved functional safety system certification. Focusing on the industrial radiation capabilities of different economic zones, Estun is continuously building benchmark application scenarios and core partner ecosystems in regions such as the EU, ASEAN, and South America, targeting industries like automotive, metal fabrication, packaging, and food & household products. Leveraging its leadership in solutions and the radiation effect of flagship projects, it is penetrating the electronics manufacturing, new energy vehicle, and broader new energy markets in Japan, South Korea, Europe, and the Americas. Concurrently, Estun is advancing its global production and supply system layout. This includes completing the construction of its factory in Poland, forming a network of 12 global production and application experience centers, and establishing a core network of 75 service points. In June 2025, Estun initiated its plan for a Hong Kong listing. Leveraging Hong Kong's international financial advantages, the company aims to accelerate the development of its overseas business system, pushing forward its international market layout through the dual drivers of capital and customer demand.

04
Conclusion
After 15 years of rapid development, the Chinese robotics industry has continuously undergone innovation and breakthrough. Chinese robot brands possess globally leading advantages in scenario-based adaptability and opportunity capture capabilities. Estun is positioned to be the leading enterprise capitalizing on this advantage, consistently guiding the Chinese robotics industry towards high-quality growth. As artificial intelligence technology restructures productivity, the application scenarios for robots are set to break boundaries, with demand consistently rising in various complex, high-precision, and human-robot collaborative settings. The quality and efficiency improvements enabled by robotics technology are poised to become one of the core driving forces reshaping the world.

Source: MIR DATABANK