Chinese mobile robot manufacturers are strengthening their position in the global market, accounting for nearly 70% of worldwide AGV/AMR sales in 2025.
According to data from the China Mobile Robot Industry Alliance (CMRA) and New Strategy Mobile Robot Industry Research Institute (NSRI), global mobile robot sales volume reached 265,000 units in 2025, up 16.23% year on year, with sales revenue reaching US$6.3 billion, up 14.55%.
Chinese companies sold approximately 182,000 units, representing 68.68% of global sales volume. Their sales revenue reached RMB26.1 billion, accounting for approximately 61.46% of the global market.
The gap between company share and sales share highlights the growing scale of China’s mobile robotics industry. More than 230 of the world’s 550-plus mobile robot manufacturers are based in China, representing about 42% of the global total.
China also dominates the industry’s largest manufacturers. As of December 2025, 20 of the 29 AGV/AMR companies worldwide with cumulative shipments or deployments exceeding 10,000 units were Chinese companies.
Scale manufacturing has become a key competitive advantage.
Hikrobot, for example, announced in July 2026 that cumulative production of its mobile robots had exceeded 200,000 units, doubling from 100,000 units achieved in May 2024. The milestone reflects the company’s growing capabilities in manufacturing, supply chain management, software, deployment and large-scale fleet operations.
Several factors have contributed to China’s rapid expansion in mobile robotics. Its large manufacturing and logistics markets provide extensive application scenarios across automotive, electronics, new energy, warehousing and other industries. At the same time, China’s mature supply chains in electronics, machinery, batteries and industrial automation support faster product development and lower manufacturing costs.
Chinese manufacturers are also expanding from individual AGV/AMR products into broader product portfolios, including autonomous forklifts, pallet robots, CTUs, heavy-load AGVs and mobile manipulators.
The next phase of competition is increasingly global.
Chinese mobile robot companies are accelerating overseas expansion as competition in the domestic market intensifies. CMRA and NSRI data show that overseas sales by Chinese AGV/AMR companies reached RMB8.5 billion in 2025, up 25% year on year.
Geekplus illustrates the trend. The company reported RMB3.171 billion in revenue in 2025, with overseas markets contributing RMB2.387 billion, or 75.3% of total revenue.
However, international expansion also brings new challenges. Chinese companies increasingly need to build local sales, deployment and after-sales networks while meeting different regulatory, cybersecurity and data requirements.
The competitive landscape is therefore shifting from product and price competition toward global service, software, system integration and lifecycle value.
The next stage will also see mobile robots move beyond transportation. The integration of robotic arms, machine vision and AI is expanding AGV/AMR applications from material movement to picking, loading, unloading and other operational tasks.
With nearly 70% of global unit sales, Chinese companies have established a strong scale advantage in mobile robotics. The next question is whether they can convert that advantage into global brands, advanced technology platforms and sustainable international operations.
On September 14, CMRA and NSRI will officially release the Global Mobile Robot Industry Development Report 2026. This report offers a comprehensive overview of the global mobile robot market size, competitive landscape, regional development, and corporate trends. Tune in to the live stream of our Youtube Channel at 14:00 Beijing Time to unlock key global market data and in-depth insights!
