China’s robotics industry set to double by 2028, led by drones and humanoid robots

China’s robotics industry is on course to double in size by 2028, with Morgan Stanley projecting market growth from US$47 billion in 2024 to US$108 billion.

With an annual expansion rate of 23 percent, the country is expected to strengthen its leadership in this fast-evolving field. Analysts credit China’s drive for innovation and cost efficiency as key to advancing next-generation robotics.

A cornerstone of the ‘Made in China 2025’ initiative, robotics is central to the nation’s goal of dominating global high-tech industries. Last year, China accounted for 40 percent of the worldwide robotics market and over half of all industrial robot installations.

Recent data shows industrial robot production surged 35.5 percent in May, while service robot output climbed nearly 14 percent.

Morgan Stanley anticipates drones will remain China’s largest robotics segment, set to grow from US$19 billion to US$40 billion by 2028.

Meanwhile, the humanoid robot sector is expected to see an annual growth rate of 63 percent, expanding from US$300 million in 2025 to US$3.4 billion by 2030. By 2050, China could be home to 302 million humanoid robots, making up 30 percent of the global population.

The researchers describe 2025 as a milestone year, marking the start of mass humanoid robot production.

They emphasise that automation is already reshaping China’s manufacturing industry, boosting productivity and quality instead of simply replacing workers and setting the stage for a brighter industrial future.

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