🤖 China vs South Korea Robot Industry Showdown! Global Robot Market Trends from Humanoids to Medical Robots
📅 Analysis Period: April 27, 2025 ~ April 28, 2025
📌 China's Rapid Growth in Robotics and Embodied Intelligence Technology
China is quickly securing a dominant position in the global robotics market by actively developing embodied intelligence robots. The country is showcasing its technological prowess through the 2025 World Robot Competition and marathon participation, claiming to have captured 70% of the global market share.
- 2-on-2 Soccer, Calligraphy... China's Robot Sports Festival
• China demonstrates technology while occupying more than half of the global robot market
• Hosts the 1st Embodied Intelligence Robot Sports Festival at the 2025 World Robot Competition
• Article Link | 2025.04.28 - 'Astro Boy' Becomes Reality?... China Produces 100 Human-like Robots
• China develops nearly 100 embodied intelligence robots
• Claims to hold 70% of the global market
• Article Link | 2025.04.27 - Armed with Open Source & Unlimited Experimentation... Shenzhen Aims to Become 'Global Robot Capital'
• Chinese robot startup 'Limbs Dynamics' in Shenzhen gains attention
• Focuses on bipedal robots and embodied AI
• Article Link | 2025.04.28 - Midea China Unveils Humanoid Robot
• Korean brand name changed from 'Midea' to 'Mideea'
• Establishes Humanoid Robot Innovation Center
• Article Link | 2025.04.28 - "Tariffs? No Problem"... Chinese Robots Capture Global Market
• Maintains competitiveness despite US tariffs through component procurement, low prices, and technological prowess
• New technological products like automated robot cafes receive positive reviews
• Article Link | 2025.04.28
📌 South Korea's Robotics Industry Growth and Expanded Support
The Korean government and local authorities are pursuing various support programs to foster the robotics industry. Gangnam District, in particular, is focusing on creating a testing environment by providing up to 40 million won in funding through its robot testbed demonstration project.
- Gangnam District Seeking Robot Demonstration Companies... Up to 40 Million Won Support
• Recruiting companies for the 2nd Robot Testbed Demonstration Project
• Supporting sustainable growth of robotics industry and service robot demonstrations
• Article Link | 2025.04.28 - Robots Patrol Entertainment Districts at Night... Seoul City Gets Smarter in Crime Prevention
• Seoul City deploys AI robots for nighttime crime prevention
• Plans to pilot 'AI Robot Patrol'
• Article Link | 2025.04.28 - Standards Association "Leading Standardization and Quality Management for Future Technologies Including Robotics"
• Focus on standardizing AI, robotics, semiconductors, and other future technologies
• Strengthening quality management for national competitiveness
• Article Link | 2025.04.28 - Agricultural Technology Administration Provides Education on Agricultural Robot Demonstration... Discussing Field Issues
• Educational event for field deployment of agricultural robots
• Strategies discussed for commercializing agricultural robot technology
• Article Link | 2025.04.28 - Yeoncheon County Manages Elderly Health with AI Care Robots 'Hyodori' and 'Dasom K'
• AI-based care robots distributed to elderly living alone
• Supporting emotional stability through daily conversation features
• Article Link | 2025.04.28
📌 Advancements in Cutting-Edge Medical Robots
Innovation in robotic technology continues in the medical field, with research results showing that single-port robotic surgery leads to faster recovery and less pain compared to conventional surgery, proving the efficacy of medical robots.
- Single-Port Robotic Surgery for Esophageal Cancer Successful
• Single-port robotic surgery shows faster recovery and less pain than conventional surgery
• World's first proof of clinical utility
• Article Link | 2025.04.28 - Successful Robotic Surgery for Massive 234g Prostatic Hyperplasia
• H Plus Yangji Hospital successfully performs robotic prostatectomy
• Surgery performed on patient with massive 234g prostatic hyperplasia
• Article Link | 2025.04.28 - "Introducing Hybrid & Robotic Systems"... Seoul National University Hospital Remodels Operating Rooms
• Significantly expands size and functionality of operating rooms
• Establishes cutting-edge facilities including three robotic operating rooms
• Article Link | 2025.04.28 - Korea University Guro Hospital Proves Effectiveness of 'Single-Port Robotic Esophageal Cancer Surgery' in World First
• Demonstrates superiority of single-port robotic surgery over conventional methods
• Joint research by Cardiovascular Thoracic Surgery and Gastrointestinal Surgery departments
• Article Link | 2025.04.28 - With Single-Port Robotic Surgery... Esophageal Cancer Recovery Speed↑ Pain↓
• Research results on effects of single-port robotic surgery for esophageal cancer released
• Joint research by Korea University Guro Hospital Cardiovascular Thoracic Surgery team
• Article Link | 2025.04.28
📌 New Cleaning and Home Service Robot Products
Competition is intensifying in the robot vacuum cleaner market as major companies like Dreame and Roborock launch next-generation premium products. High-performance cleaning robots and home service robots with AI technology are gaining particular attention.
- Dreame Releases First Teaser Video for New Robot Vacuum
• Announces upcoming next-generation premium robot vacuum
• Reveals first teaser video for 'X50s Pro Ultra'
• Article Link | 2025.04.28 - Roborock Holds 'Robot Vacuum Pop-up' at Hyundai Department Store Apgujeong Main Branch
• Operating flagship robot vacuum pop-up store until May 8
• Emphasizing innovative technology and user experience
• Article Link | 2025.04.28 - Clobot Supplies Robot Integrated Control System to SK Robotics' 'NAMUHX'
• Full-scale entry into home service robot market
• Equipped with autonomous driving-based air purification and vital sign check functions
• Article Link | 2025.04.28 - Roborock Opens S9 MaxV Pop-up Store, Showcasing AI Robot Vacuum Innovation
• Operating 'S9 MaxV Series' pop-up store
• Conveying innovative technology and user-centric values
• Article Link | 2025.04.28 - Dreame Announces Official Launch of Next-Generation Robot Vacuum 'X50s Pro Ultra'
• Concepts: 'Adding S to Perfection' and 'Unstoppable perfection'
• First teaser video for premium robot vacuum released
• Article Link | 2025.04.28
📌 Industrial Robots and Expanded Technology Cooperation
Domestic robot companies are establishing various partnerships to develop robot technologies specialized for industrial settings, focusing on humanoid robots and work robots applicable to logistics, manufacturing, and other fields.
- Robotis Expands Humanoid Robot Supply Cooperation with Korea Integrated Logistics Association
• Pursuing 'Non-uniformed Object Classification Mobile Dual-Arm Robot System Development Project'
• Implementing logistics automation with AI-based humanoid robots
• Article Link | 2025.04.28 - K-Sensor Companies Giving Robots the Sense of Touch
• Development of tactile sensor technology for robots
• Expanding cooperation with domestic and international robot companies
• Article Link | 2025.04.28 - [Conference Call] LG CNS "Collaborating with Bear Robotics to Develop Factory-Customized Robot Solutions..."
• Self-developed 3D mobile shuttle robot
• Collaborating with Bear Robotics on factory-customized robot solutions
• Article Link | 2025.04.28 - Human-like Robots Transforming Industries
• Humanoids emerging as entities with unlimited potential beyond simple robots
• Tesla plans to deploy humanoid Optimus for parts transportation in factories
• Article Link | 2025.04.28 - Samsung Electronics Accelerates Robot Commercialization
• Expanding patent applications for personal and enterprise service robots
• Preparing to expand robot product line
• Article Link | 2025.04.28
📌 US-China Technology Competition and Its Impact on the Robot Industry
As US technology sanctions against China intensify, analysts suggest this could create new opportunities for South Korea in AI-based industries such as robotics and autonomous driving. Securing competitiveness has become increasingly important for Korean companies in this context.
- "US Sanctions on Chinese Technology Present Opportunities for Korean Robotics, Autonomous Driving, and AI Innovation"
• China's growth in AI manufacturing ecosystem for robotics, autonomous driving, and healthcare
• US sanctions against China creating opportunities for Korean companies
• Article Link | 2025.04.27 - China Produces Over 100 'Embodied Intelligence Robots', Claims "70% of World Market"
• China expands development of embodied intelligence robots
• Technological competition intensifies with global market share claims
• Article Link | 2025.04.27 - Robot Completes 21km Marathon... China Gets Stronger Under Pressure
• Chinese humanoid robot completes half-marathon, creates buzz
• Chinese robot technology advances despite US sanctions
• Article Link | 2025.04.27 - "US Sanctions on China... Innovation Opportunity for Korean Robotics and Autonomous Driving"
• Korea Institute for Industrial Economics and Trade analyzes China's AI manufacturing ecosystem
• US sanctions on China providing opportunities for Korean companies
• Article Link | 2025.04.27 - "US Technology Sanctions on China Create Innovation Opportunities for Korean Robotics, Autonomous Driving, and AI"
• Growth in China's robotics, autonomous driving, and healthcare industries
• Intensified US sanctions create opportunities for Korean companies
• Article Link | 2025.04.27
📈 AI-Based Stock Recommendation
| Company | Recommendation Reason |
|---|---|
| Robotis | Expanding logistics robot market through cooperation with Korea Integrated Logistics Association and recognition of humanoid robot technology |
| Dreame Technology | Expected growth in the home robot market with the launch of next-generation premium robot vacuums |
| Clobot | Entry into the home service robot market and securing integrated control system technology through cooperation with SK Robotics |
| LG CNS | Development of factory-customized robot solutions with Bear Robotics and 3D mobile shuttle robot technology |
| Samsung Electronics | Increasing robot-related patents and accelerating service robot commercialization, promising medium to long-term growth |
🔑 Key Keywords
Humanoid Robots, Embodied Intelligence, Medical Robots, Robot Vacuum Cleaners, Logistics Robots, US-China Technology Competition, Robot Testbed, Single-Port Robotic Surgery, Industrial Robots, Service Robots
