With 54% of global installations, 43% of operational stock, and domestic suppliers now leading, China represents the first market where Physical AI has definitively crossed into early-majority territory at national scale.
Key China Signals
Chinese suppliers: 57% domestic market share (up from 28% a decade ago)
Foreign suppliers: 43% (down from 72%)
Growth projection: 10% annual through 2028
When local suppliers overtake global leaders in the world’s largest market, the technology has crossed from “exotic import for visionaries” to “standard infrastructure for pragmatists.”
Regional Dynamics
Europe: EV transition disrupting German auto giants, robot orders down as factories retool
Americas: Nearshoring from China driving demand, EV battery plants in US/Mexico
Japan/Korea: Labor shortage accelerating automation ROI
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
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