Analysis of JAKA Robotics' Revenue Status and the Competitive Landscape of the Collaborative Robot Industry

Based on the information I have searched and my understanding of the collaborative robot industry, I will provide a detailed analysis of JAKA Robotics’ revenue status and the industry’s competitive landscape for you.

According to the latest data, the global collaborative robot market size is approximately USD 12-19 billion in 2024 and is expected to grow significantly over the next decade. China has maintained its position as the world’s largest industrial robot market for twelve consecutive years, with industrial robot sales reaching 302,000 units in 2024.

JAKA Robotics Co Ltd is one of the major manufacturers in China’s collaborative robot sector. Although specific financial data is restricted, based on industry trends and competitive landscape analysis:

1. Intensified Market Competition
   : The collaborative robot industry has many participants, including international giants like Universal Robots and domestic manufacturers such as Yuejiang and AUBO, leading to increasingly fierce competition.

2. Hindered Downstream Application Expansion
   : Collaborative robots are mainly used in automotive parts, 3C electronics, pharmaceutical manufacturing, and other fields, which faced certain cyclical pressures in 2024.

3. Price Competition
   : With improved technology maturity, market price competition has intensified, possibly compressing corporate profit margins.

4. Macroeconomic Impact
   : The overall investment willingness of the manufacturing industry is relatively conservative, affecting equipment procurement demand.

Enterprise Type	Representative Enterprises	Competitive Advantages
International Giants	Universal Robots	Technological leadership, strong brand influence, global service network
Domestic First-tier	JAKA, Yuejiang, AUBO	Localized services, cost advantages, deep understanding of domestic customer needs
New Entrants	Many startups	Innovative technology, flexible business models

1. Technological Differentiation
   : Manufacturers have formed differentiated competition in load capacity, precision, collaborative safety, and other aspects

2. Diversified Application Scenarios
   : Extending from traditional assembly and loading/unloading to more complex fields such as welding and spraying

3. Intelligent Upgrade
   : AI technology integration has become a new competitive focus, including visual recognition, force control technology, etc.

1. Sustained Market Growth
   : The global collaborative robot market is expected to expand from the current USD 12-19 billion to billions of dollars in the next decade

2. Accelerated Domestic Substitution
   : With policy support and cost advantages, domestic manufacturers’ market share is expected to increase

3. Deepening Segment Markets
   : Customized solutions for specific industry applications have become the key to competition

4. Ecosystem Building
   : Software ecosystems, developer communities, and service networks have become core competitiveness

• Long-term demand for intelligent upgrading of the manufacturing industry
• Policy support for the robot industry
• Application prospects of AI technology combined with robots

• Price war risk caused by continuous intensification of industry competition
• R&D investment pressure brought by technological iteration
• Impact of cyclical fluctuations in downstream manufacturing prosperity
• Valuation bubble risk (especially against the background of the hot humanoid robot concept)

For JAKA Robotics, against the background of slow revenue growth, how to maintain technological leadership while achieving cost control and market share expansion will be the key to future development. It is recommended to pay attention to the company’s technological innovation capabilities, customer stickiness, and overseas market expansion progress.

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[1] Yahoo Finance - Collaborative Robot Market Size (https://finance.yahoo.com/news/collaborative-robot-market-size-share-003000412.html)
[2] Yahoo Finance - Collaborative Robots Market Report 2025-2045 (https://finance.yahoo.com/news/collaborative-robots-cobots-market-report-124200591.html)
[3] Hong Kong Finance - China Maintains World’s Largest Industrial Robot Market for Twelve Consecutive Years (https://hk.finance.yahoo.com/news/中國連續十二年保持全球最大工業機器人市場-051837100.html)
[4] Bloomberg - China Warns of Bubble Risks in Booming Humanoid Robots Arena (https://www.bloomberg.com/news/articles/2025-11-27/china-warns-of-bubble-risk-in-booming-humanoid-robotics-industry)
[5] Caocao Chuxing and Yuejiang Robotaxi Strategic Cooperation (https://hk.finance.yahoo.com/news/曹操出行-02643-hk-與越疆-02432-083327512.html)