Western Automakers Pivot to China's Embodied Intelligence Sector Amid Supply Chain Integration
采购供货两手抓！欧美巨头扎堆挤进中国机器人产业，不愿错过下一波全球机遇
At the 9th CIIE on November 6, Aptiv signed a unique agreement with Shanghai Electric and Tishi Zhichang to both purchase and supply embodied robots, marking a trend of Western automotive giants like Siemens, Schaeffler, and Continental entering China's embodied intelligence sector. These companies are leveraging their expertise in high-performance computing, industrial software, and core components like roller screws and seals to integrate into the Chinese robotics value chain. The article notes that while 2025 global humanoid robot shipments are projected at around 18,000 units with 95% from Chinese firms, Western manufacturers view China not just as a market but as a critical R&D hub due to its complete supply chain and fast iteration speed.
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这份协议里，安波福同时扮演采购商和供应商两个角色：上海电气、它石智航分别提供100台具身机器人，进驻安波福位于安亭的智能工厂，安波福则反向为两家企业供应具身机器人关键零部件。
Open source S3
按照项目规划，安波福将在今年年底前完成首批100台具身机器人落地，明年一季度再落地100台，机器人员工将从事柔性组装、外观质检、车间物流等8大工艺46个核心生产工位的工作。
Open source S8
经过训练迭代，机器人综合算上全天候作业能力，可实现超过30%的综合成本节约。
Open source S20
据了解，这些机器人进入安波福工厂后，将首先进行三个月左右的预训练，随后机器人单动作速度可以基本追平人类。
Open source S19
”杨晓波举了一个例子，安波福安亭智能工厂的自动化仓库，在引入AI算法之后，仓库面积直接缩减至原来三分之一，这正是数据驱动生产效率提高的成果。
Open source S18
Source：Chinese robotics — Company news discovery · sohu.com