Why China Is Going All-In On Robots

Dear Reader,

China’s "robot revolution" is in full swing, and it’s not just about efficiency—it’s about survival.

With labor costs soaring and its working population shrinking, China is betting big on automation to maintain its status as the world’s factory. The numbers are staggering — 276,000 new industrial robots installed in 2023 alone, pushing China’s robot density past Germany and Japan to third spot.

But this also isn’t just about demographics.

Beijing’s masterplan aims to outspend and outmaneuver rivals in the robotics industry, pumping billions into homegrown robotics to challenge foreign dominance. The mantra is simple — "scale first, refine later".