China's Robotics and Industrial Automation with Georg Stieler

The podcast explores China's rise in the robotics and industrial automation sectors, highlighting its shift from a technologically lagging market to a global leader. Georg Stieler, Asia Managing Director and Head of Robotics and Automation at Stieler, discusses trends such as the rapid localization of robot manufacturing, with Chinese robot manufacturers now holding a significant market share. The shift from internal combustion engine to EV production has accelerated automation demands and favored Chinese suppliers, who offer faster delivery and flexibility. China's experience in electronics manufacturing, particularly with iPhones, has also influenced its EV industry, fostering faster timelines and supply chain innovation. Despite geopolitical tensions, practical needs drive collaboration, with Chinese components becoming crucial in global robotics supply chains, even as dependencies on foreign technologies like NVIDIA chips persist.