日本机器人产业正在经历战略转向。1发那科、安川电机、软银等龙头企业已相继放弃独立自研的路线，转而与谷歌、英伟达等AI平台深度合作，通过引入先进的AI大脑加速产品迭代和商用部署。1其中发那科与谷歌合作采用Gemini构建智能体，股价盘后暴涨近14%；1安川电机则部署英伟达GR00T和Isaac Sim技术，2025年上半年机器人业务营收占比达46%，历史上首次超越运动控制业务。1
这一转变源于日本面临的严峻劳动力缺口。1到2040年日本劳动力缺口将达1100万人，其中护理服务缺口率为25.3%、商品零售24.8%、物流司机24.2%。1为应对这一挑战，日本已修订"AI机器人战略"宏观目标，计划在2040年前导入1000万台AI机器人，1且计划在2030年前于制造、建设、零售、警备等领域先行部署35万台机器人。1软银也为此达成收购ABB机器人业务的协议，交易额约54亿美元。1
与此同时，全球市场格局正在重塑。12025年全球人形机器人出货量前六名全部是中国公司，合计占比约85%，而日本虽在产业机器人市场握有约七成全球份额，但在服务机器人市场份额仅一成多。1日本正在老年护理、零售等特定场景积累独特数据优势，目标是在2040年拿下20兆日元市场、全球份额超三成。1英伟达首个开放式人形机器人参考设计已选定宇树科技产品为本体。1
Japan's robotics sector has undergone a strategic transformation, abandoning its traditional fully independent development approach in favor of deep collaboration with global AI platforms.1 Leading companies including FANUC, Yaskawa Electric, and SoftBank have begun integrating advanced AI systems from partners such as Google and NVIDIA to accelerate product iteration and commercial deployment.1
FANUC has partnered with Google to build intelligent agents using Gemini technology, resulting in a substantial 14% after-hours surge in its stock price.1 Yaskawa Electric has adopted NVIDIA's GR00T and Isaac Sim technologies, with robot business revenue reaching 46% of total revenue in the first half of 2025—marking the first time this segment has exceeded its motion control business.1 SoftBank has agreed to acquire ABB's robotics division for approximately $5.4 billion.1
The strategic shift reflects Japan's recognition of where it holds advantages and where it faces challenges. While Japan commands roughly 70% of the global industrial robotics market, its share in the service robotics sector stands at only around 10%.1 In contrast, Chinese competitors have taken the lead in humanoid robot mass production and overall system integration capabilities, with Chinese companies accounting for approximately 85% of the global top six humanoid robot shipments in 2025.1 Japan is now focusing on accumulating unique data advantages in specific sectors such as elder care and retail to compete for global market share.1
Japan has revised its national "AI Robot Strategy" with an ambitious macroeconomic target: deploying 10 million AI robots by 2040.1 By that year, Japan faces a projected labor shortage of 11 million workers, with critical gaps of 25.3% in care services, 24.8% in retail, and 24.2% in logistics driving.1 Interim goals include deploying 350,000 robots across manufacturing, construction, retail, and security sectors by 2030.1 Japan aims to capture a 20 trillion yen market and secure over 30% of global market share by 2040.1 NVIDIA's inaugural open-source humanoid robot reference design has selected Unitree's product as its core platform.1
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