How ready are suppliers for new robot safety standards?

ISO 10218:2025 is the updated industrial robot safety standard and will become mandatory for CE-marked products under the new European Machinery Regulation. The legal transition is expected around 2027, although weakness in European manufacturing demand and potential cost pressures on SMEs may push full implementation beyond this timeline. Unlike Europe's binding CE framework, the equivalent US standard update is voluntary, though effective compliance remains commercially necessary.

Established global vendors are largely prepared, while mid-sized and emerging suppliers show notable gaps in their readiness. Once adopted, the new standard is expected to strengthen established vendors' competitive position and increase market access risks for those suppliers that are less well prepared.

A regulatory transition is already underway

The regulatory picture is shifting in a clear direction. In Europe, the current legislative instrument, Machinery Directive 2006/42/EC, will be superseded by Machinery Regulation EU 2023/1230 on 20 January 2027. However, the timing of one critical supporting step remains uncertain: the formal listing of ISO 10218:2025 in the Official Journal of the European Union (OJEU). This is a prerequisite for the standard to obtain full legal effect under the new regulation. Once this process is complete, ISO 10218:2025 will become a mandatory requirement for market access in Europe.

Historically, when the 2011 edition of ISO 10218 was introduced, the harmonisation process and OJEU listing took more than a year to complete. If a similar timeline is followed, the 2025 revision sits close to the 2027 regulatory transition deadline, with the process still ongoing as of mid-2026.

In the US, the A3 Association and the American National Standards Institute (ANSI) jointly released the updated safety standard R15.06-2025 in September 2025, aligning it with the international ISO standards. However, unlike the European framework, ANSI standards are voluntary consensus standards and do not represent legally binding market access requirements.

A market under pressure

The European robotics market is currently operating in a relatively subdued demand environment. The market experienced contraction from 2023 to 2025, constrained by a slowdown in the overall manufacturing industry, particularly the automotive sector. Industrial end-users have adopted a cautious investment approach and face ongoing cost pressures, particularly among small and mid-sized enterprises (SMEs).

In the near-term, the safety standard update requires additional investment from robot vendors to achieve compliance. However, suppliers that absorb this transition effectively will be better positioned to serve an increasingly safety-conscious European customer base, particularly as demand recovers.

In the US market, the new safety standard is comparatively more flexible as a voluntary industry framework. However, major customers and system integrators often require ANSI/RIA compliance in procurement specifications, and regulatory bodies such as OSHA (Occupational Safety and Health Administration) may use it as a reference benchmark in enforcement. In practice, failure to follow these standards can still result in heavy penalties if an accident occurs, and, as a result, compliance is realistically necessary for vendors targeting the US market.

Although the US robotics market has shown signs of recovery since the second half of 2025, external pressures, particularly geopolitical tensions and high oil prices, continue to weigh on the pace of improvement. Within this environment, regulatory alignment and compliance efforts represent one of several operational considerations for market participants.

Preparedness varies sharply across suppliers

Our interviews with robot manufacturers reveal a clear divergence in readiness for the new safety standard:

Established global vendors, including the major international players and leading collaborative robot brands, are well aware of the upcoming changes and broadly claim to be prepared for the new standard.

Mid-sized and emerging suppliers show significant awareness gaps. Even some manufacturers based in Europe appear less prepared, with limited visibility into the specific requirements of ISO 10218:2025.

Emerging Asian suppliers, particularly those from China entering or looking to expand in the European market, are notably less prepared. For many of these, compliance requirements and associated R&D costs represent a significant and underestimated barrier.

Uneven readiness will lead to new competitive dynamics

If ISO 10218:2025 is formally adopted in Europe ahead of the 2027 deadline, the compliance dynamic is likely to reinforce the market position of established global players, which have the resources and institutional knowledge to manage the transition. For newer Asian entrants, it creates a meaningful headwind at a time when many are investing heavily in European market expansion.

That said, broader weakness in European manufacturing demand and potential cost pressures on SMEs may push full legal transition beyond 2027.

In the US, the robotics market remains dominated by established suppliers such as Fanuc. The new safety standard is likely to add incremental pressure for emerging players, alongside existing challenges such as tariffs and geopolitical uncertainty, but it is not the sole determining factor. Overall, the standard update is expected to favour better-prepared, established vendors and further strengthen their market positions.

In our view, the direction of travel is clear. ISO 10218:2025 reflects improved safety requirements that are in the long-term interest of the industry and robot end-users. In Europe, it remains uncertain whether full legal transition will be completed by 2027, given subdued market conditions. However, once implementation occurs, suppliers that are well prepared will be positioned to benefit, while underprepared companies may face market access disruption. As a result, robot manufacturers and system integrators of all sizes should treat preparation as a strategic priority rather than a compliance afterthought.