China’s manufacturing sector is facing another challenging year in 2024. Due to overcapacity in the EV battery and solar panel industries, robot shipments in these sectors are expected to decrease by nearly 10%. Additionally, robot demand in the automotive and electronics sectors is expected to show only modest growth.

在政府对基础设施投资的刺激下，印度制造业在 2024 年将继续强劲增长。工业机器人在印度迅速受到关注。

在半导体行业复苏的推动下，台湾和东南亚的机器人市场也正在稳步增长。

2024 年，中国制造业将面临又一个充满挑战的一年。由于电动汽车电池和太阳能电池板行业的产能过剩，预计这些行业的机器人出货量将下降近 10%。此外，预计汽车和电子行业的机器人需求将仅出现适度增长。

From 2024 to 2028, robot shipments in Asia Pacific are projected to grow at a compound annual growth rate (CAGR) of 6.2%. Excluding China, South Korea and Japan, the region is expected to record a CAGR of 7.4%. Southeast Asian countries are emerging as key hubs for the electronics, semiconductor, and automotive industries, with international companies increasingly establishing factories there. This is expected to help drive robot demand.

从 2024 年到 2028 年，亚太地区的机器人出货量预计将以 6.2% 的复合年增长率 （CAGR） 增长。除中国、韩国和日本外，该地区的复合年增长率预计将达到 7.4%。东南亚国家正在成为电子、半导体和汽车行业的主要中心，越来越多的国际公司在那里建厂。预计这将有助于推动机器人需求。

Europe, Middle East and Africa (EMEA):
欧洲、中东和非洲

In 2024, robot shipments in EMEA are expected to decline by 9.2%. In Europe, orders sharply deteriorated in the second quarter, particularly in the automotive sector. Like North America, robot shipments in the European life sciences and food & beverage industries are expected to see smaller declines (2-3%), in contrast to the larger contractions anticipated in industries such as automotive, metal, and rubber & plastics. Although the new energy segment in Europe is comparatively small, it is also expected to experience a significant drop in robot shipments.

到 2024 年，欧洲、中东和非洲地区的机器人出货量预计将下降 9.2%。在欧洲，第二季度订单急剧恶化，尤其是汽车行业。像北美一样，欧洲生命科学和食品饮料行业的机器人出货量预计将出现较小的下降（2-3%），相比之下，汽车、金属、橡胶和塑料等行业预计会出现较大的收缩。尽管欧洲的新能源细分市场相对较小，但预计机器人出货量也将大幅下降。

From 2024 to 2028, we expect robot shipments in the EMEA region to grow at a CAGR of 5.6%. Demand growth in Eastern Europe is expected to accelerate with the expansion of the automotive supply chain in the region. Specialist countries in the life sciences sector, such as Denmark and Switzerland, are also expected to see above-average growth. However, larger manufacturing hubs, like Germany, are anticipated to experience slower growth, due to the ongoing recession in the manufacturing sector and structural challenges that could hinder economic recovery.

从 2024 年到 2028 年，我们预计欧洲、中东和非洲地区的机器人出货量将以 5.6% 的复合年增长率增长。随着该地区汽车供应链的扩张，预计东欧的需求增长将加速。预计丹麦和瑞士等生命科学领域的专业国家也将出现高于平均水平的增长。然而，由于制造业的持续衰退和可能阻碍经济复苏的结构性挑战，预计德国等较大的制造业中心将出现增长放缓。

In conclusion, the industrial robot market is navigating through a period of instability, with regional and sector-specific challenges influencing overall growth. While 2024 is a year of contraction, the medium-term outlook is more positive, especially as economic recovery gains momentum and new opportunities arise for automation.

总之，工业机器人市场正在经历一段不稳定时期，区域和特定行业的挑战影响了整体增长。虽然 2024 年是收缩之年，但中期前景更加乐观，尤其是在经济复苏势头增强和自动化新机遇出现的情况下。