2025-05-12 16:00:55
New energy is related to the demand for electric vehicles. As the world accelerates its transition to clean energy, the demand for high-precision laser cutting machines in the production of power batteries, photovoltaic modules, etc. has surged, and Chinese and German manufacturers have become major suppliers.
India, Southeast Asia, the Middle East and other regions have increased their investment in manufacturing and imported medium and low-power laser cutting machines to support local metal processing and automotive parts industries.
The proportion of fiber lasers (especially ultra-high power above 30kW) has increased, and European and American companies dominate the high-end market. Chinese brands have seized the mid-end market share with their cost-effective advantages.
"China's exports in Q1 2025 increased by 18% year-on-year, mainly to Russia, Turkey and Southeast Asia. Driven by the domestic substitution policy, overseas revenue of companies such as Raycus Laser and Han's Laser exceeded 35%.
Germany's TRUMPF launched a green and low-carbon laser cutting solution to cater to the EU's carbon tariff policy, and high-end models have a significant premium in the North American market."
The United States is on the rise in domestic protectionism, and has imposed a 10% tariff on imported laser equipment, but Mexico has become a transit hub, and Chinese manufacturers have circumvented trade barriers through local assembly.
"Faced with intelligent integration, AI real-time adjustment of cutting parameters and automated loading and unloading systems have become standard for foreign trade products. Korean companies such as Doosan have launched "plug-and-play" equipment to lower the operating threshold. Due to the impact of tariffs, the US Department of Commerce has included some Chinese laser companies in the "Entity List", but Southeast Asian assembly capacity has filled some of the gaps." Overseas customers have higher requirements for remote diagnosis and spare parts supply speed, and leading companies have established regional service centers to enhance their competitiveness.