ESTUN held the top spot in China’s all-brand industrial-robot shipments in the first half of 2026, and in the second quarter it became the first domestic brand to deliver more than 10,000 robots in a single quarter, according to MIR DATABANK. Two results that together confirm how far China’s local robot champions have moved past the catch-up phase.
Eight years at the top
In 2025 ESTUN first reached number one in China across all brands, local and foreign, with a 10.6 per cent share and 25 per cent annual shipment growth, lifting domestic penetration of the industrial-robot market above 56 per cent. It has now led domestic-brand shipments for eight consecutive years and topped the overall market for six straight quarters.
The company targets the global top three by 2030. It backs that with more than 10 per cent of revenue spent on R&D, 634 authorised patents and a full-stack capability spanning components, complete machines, collaborative robots and AI-embodied systems, across 96 models from 3 to 1,200 kilogram payloads. At the heavy 1,200 kilogram end it achieved 100 per cent control of core components.
From body to brain
In the embodied-AI wave ESTUN is pushing ‘AI plus robot’ into factories through its iER.OS control system and the RoboBase open platform, opening interfaces from the drive layer to the application layer. Its subsidiary Codot ships 17 collaborative-robot models from 3 to 35 kilograms, already deployed across 107 scenarios in over 370 factories, with first-quarter shipments up more than 40 per cent. Humanoid products such as Codroid01, Codroid02 and the Panshi C05-L round out the high-end roster.
The financials underline the momentum. ESTUN expects first-half 2026 net profit to rise more than 20-fold year on year, as Chinese-made industrial robots spread from traditional workshops into new-energy, electronics, automotive, welding and logistics at accelerating depth.
Read the original report (OFweek Robotics)
Translated and adapted from OFweek Robotics (robot.ofweek.com).