NEW podcast: China's robotics and industrial automation with Georg Stieler

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I’m excited to launch the new High Capacity podcast, focused on technology in China. The podcast will feature in-depth interviews with experts on what’s happening in China with AI, robotics, EVs, clean tech, biotech, and more.Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyIn this episode, I speak with Georg Stieler, Asia Managing Director and Head of Robotics and Automation at Stieler, a global technology consulting firm. He’s a leading expert on robotics in China with over a decade of experience based in Shanghai.Key takeaways:Know-how for robotics applications is now flowing from China to the West. Previously, Western and Japanese firms brought automation expertise to China. But now this flow of knowledge has flipped, especially EVs and batteries.China’s robotics market is also flipping. Made in China 2025 was a huge market opportunity for foreign robotics firms. But now they’re being challenged by Chinese players who are moving into global markets.Chinese robotics firms won in newer and simpler segments first like “cobots” (collaborative robots) and mobile robots, then moved up the industry ladder. The pandemic gave Chinese firms an opportunity to gain market share.The EV and electronics industries caused a step-change in the pace of production. Chinese manufacturers have accelerated development cycles, driving an acceleration in the global auto industry.Humanoid robots are part of China’s push into “physical AI.” China has an edge in robotics supply chains. A crucial factor will be the development of vision-language-action (VLA) models that …