2025老旧机器人已无立锥之地:欧洲机器人技术前沿突围策略报告(英文)

Allianz Research11 June 2025No country for old robots: How can Europe leap over the robotics tech frontier?2Allianz ResearchContent Page 3-4 Executive SummaryPage 8- 12Develop and implement a European robotics roadmapPage 13-18 Enhance access to capital for robotics start-ups and researchPage 5-7 Europe remains a solid player, but China is racing ahead too fastPage 25- 26Invest in workforce upskilling and educationPage 27 Streamline regulatory frameworks to foster innovation and adoptionPage 19-24 Scale up innovation from research to market and integrate AI 11 June 2025Europe has been a strong force in robotics but it is starting to fall behind China and the US. Robotics investment grew by almost +230% over 2019-2024 and the market is poised to outpace USD100bn by 2030. China has become the largest consumer of robots by far, accounting for 51% of total annual installations of industrial robots, and its robotic industry is growing steadily. The robotics industry in Europe is at risk of disruption from incumbents supported by strong industrial policies, and new players emerging from the tech ecosystem amid the AI frenzy. As robotics could deliver increased productivity, help to address Europe’s demographic challenges and protect its industrial sovereignty, the region should act now to avoid following the fate of the auto industry, leaning on five levers: 1. Develop and implement a European robotics roadmap. Europe needs a strategic plan and a clear operational vision to ramp up its robotics sector. We suggest that such plan should focus on building robotics champions to first serve domestic sectors that are (i) less robotized, (ii) face productivity or recurrent labor shortage issues and are (iii) difficult to offshore and/or strategic. Namely, transportation and logistics, hospitality, agrifood, construction, healthcare, aerospace and defense. Europe should also avoid chasing robotics applications in which it is already falling behind too much (i.e. humanoids, autonomous vehicles). 2. Enhance access to capital for robotics start-ups. Europe should further develop a legal and business framework to increase the critical size of the venture capital market, whose funding capacities are complementary to public and private efforts. The capital-intensive nature of the robotics industry, which is even more pronounced for developing new AI-empowered smart robots, means that Europe cannot overlook any funding channel. The US currently attracts seven times more VC investments in AI compared to Europe, which could weigh on Europe’s innovative capabilities and lead to a technology lag.3. Scale up innovation from research to market. Europe’s weakness lies in its market fragmentation and lack of cooperation to promote private investment. In this context, it needs to support the construction of regional champions and/or promote investment pooling to play a prominent role in the ongoing technology race for AI leadership. Increasing collaboration and business partn

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