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AGP China Technology Report - Mechatronics & Embedded Systems

1.1 Global Snapshot

Definition and Scope

Mechatronics and embedded systems are integral to the robotics industry, combining mechanical engineering, electronics, computer science, and control engineering to create intelligent robotic systems. Mechatronics focuses on integrating mechanical systems with electronic controls, while embedded systems involve dedicated computing units for specific robotic functions.

Key Technologies

Actuators: Devices that enable movement, including electric motors and hydraulic systems.
Sensors: Provide environmental data, using cameras, LiDAR, and tactile sensors for perception.
Control Systems: Process sensor inputs to generate actuator commands for precise operation.
Embedded Systems: Specialized computing units for real-time control and processing.
Power Systems: Manage energy supply, including batteries and power distribution units.

Global Benchmarks

Boston Dynamics' Atlas: Known for mobility and agility through advanced actuation.
Tesla's Optimus: General-purpose humanoid robot using electric actuators.
ABB's YuMi: Collaborative robot designed for safe human interaction.

Market Overview

The global robotics market is expanding rapidly, driven by mechatronics and embedded systems. The International Federation of Robotics (IFR) reports a global operational stock of 3.5 million units, with a CAGR of 11.68% projected from 2024 to 2032. The market is estimated to reach USD 13.7 billion by 2032.

1.2 China Snapshot

Market Position and Capabilities

China leads globally in robotics adoption, accounting for 51% of installations with a density of 470 robots per 10,000 employees. This growth is supported by:

Reducers: Localization rate reached 40.63% in 2021.
Controllers and Servo Systems: Achieving significant domestic production capabilities.

Leading Firms and Applications

Key players include:

UBTECH Robotics: Specializes in humanoid robots.
Unitree Robotics: Focuses on quadruped robots.
Xiaomi: Targets consumer and industrial markets.

These firms deploy robots in diverse sectors, from rehabilitation to logistics.

National Policies and Industrial Targets

Strategic initiatives such as the "Robot+" Action Plan and Foreign Investment Encouraged Catalogue aim to enhance robotics capabilities.

Technological Advancements and Cost-Performance Edge

China benefits from:

Advanced Supply Chain: Reducing costs and development cycles.
Government Support: For research and development in mechatronics.
Competitive Pricing: Offering cost-effective solutions globally.

Role in Advancing "New Productive Forces"

Robotics, through mechatronics and embedded systems, plays a key role in China's strategy for new productive forces, driving industrial transformation and economic growth.

Alignment with National Goals

Robots support China's objectives in:

Demographic Shifts: Addressing labor shortages.
Industrial Upgrading: Enhancing manufacturing.
Smart Factories and Elder-Care: Utilizing automation for efficiency.

1.3 Market Size

Global Market Estimates

Markets and Markets: Projects USD 74.1 billion by 2026, with a CAGR of 17.45%.
McKinsey & Company: Projects economic impact of USD 4.5 trillion annually by 2025.
Goldman Sachs: Estimates USD 38 billion by 2035.

China-Specific Estimates

China's market was valued at USD 6.2 billion in 2022, growing to USD 6.6 billion in 2023.

Growth Scenarios