Major reporting recently on China's robot industry. Estun, China's leader in industrial robots, got featured on 科技日报. It overtook Fanuc & ABB in 2025 to be #1 in China mkt

Has vertical integration w/ servo, controller, body & > 95% core component self sufficiency. ER1200, 1200kg 6-axis heavy payload robot is 1st domestically mass-deployed of its class w/ 100% localized core part. It got into AI welding to reduce welder shortage pain pt. Saw 40% growth in COBOT shipment in 2026Q1. + also movin — via @tphuang

Estun overtook Fanuc and ABB in 2025 with 95% core self-sufficiency and 1200kg robot.