(Ninth China International Import Expo) Report: China’s embodied smart products will show a step-by-step upgrade path when going global

China News Service, Shanghai, November 6 (Reporter Jiang Yu) Deloitte, a professional service organization, released the "China's Embodied Intelligence Industry Overseas Report" (hereinafter referred to as the report) at the 9th China International Import Expo on the 6th. The report stated that China’s embodied smart products will show a step-by-step upgrade path when going global.

Specifically, China's embodied intelligent products overseas started with mature functional robots, gradually expanded to humanoid and four-legged intelligent bionic products, and finally exported software and hardware integrated industry solutions. In the short term, industrial scenarios with strong certainty such as manufacturing and logistics are the core landing scenarios for China's embodied intelligent products to go overseas; in the medium term, humanoid and quadruped robots will be given priority to complete commercial verification in markets with high purchasing power; in the long term, the focus of competition will shift from components and complete machine products to comprehensive solutions and operation and maintenance services, and give birth to innovative business models in the robot industry.

The report points out that currently, the global embodied intelligence industry is reaching a critical turning point from technical verification to large-scale commercial implementation. The global market size will exceed US$21 billion in 2025, and the market size is expected to exceed US$100 billion by 2030. The market prospect is broad. The export scale of China's robot industry continues to expand, and its global market competitiveness continues to improve. In 2025, China's industrial robot exports reached US$1.67 billion, achieving a trade surplus for the first time. In the first half of 2026, industrial robot exports further reached US$1.01 billion.

The report states that China has established a mature export system for traditional industrial robots, while new embodied intelligent products such as humanoid and four-legged robots are still in the early stages of verification in overseas markets, but their overseas applications are shifting from scientific research to real business scenarios. Since 2025, the overseas customers of China's embodied smart products have gradually expanded from universities and scientific research institutions to industrial, commercial, and infrastructure companies, and the scenarios have also evolved from training and prototype display to verification in real business scenarios.

Guo Dajiang, partner of Deloitte Asia Pacific Physics Artificial Intelligence Center of Excellence, said: "The global embodied intelligence industry as a whole has entered a high-speed growth cycle, and the pace of market expansion continues to accelerate. Relying on its huge domestic demand market, complete policy system, active capital market, mature hardware supply chain, and leading engineering mass production capabilities, China has become the core force for the large-scale implementation of global embodied intelligence." (End)