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The G1 robot of the Unitree in 2025 mobile world congress in Barcelona, Spain on March 6, 2025.
Nurphoto | Nurphoto | Getty pictures
As American Technological Giants Tesla and Nvidia Races to develop humanoid robots, stressing the importance of the future economy. However, analysts already know with the risk of losing to China.
The so-called humanoid robots – artificial intelligence machines designed to be similar to the appearance and action – industrial and service sector are expected to be provided with a number of use.
Investor Excitement Among the surrounding robots Increasing expensive NVIDIA Jensen Huang, as the announcement of technological leaders, this month in the early year “in the century” of the generalist robotics “ANS The portfolio of technologies For humanoid robot development.
In the production of robots, the Tesla’s Humanoid Robot Project, Optimus, the United States seems to be a leader, With ceo Elon Musk announces plans To produce about 5,000 units this year.
Although the musk, claims that the mass market is still a stand on rivals like Apptronic and Boston dynamics, will face hard competition from a familiar source: China.
Jensen Huang, co-founder and CEO Jensen Huang, talks about Humanoids in Las Vegas on January 6, 2025.
Bridget Bennett | Bloomberg | Getty pictures
Hangzhou-based Unitree Robotics Last month, E-Commerce platform for sale in JD.com JD.com JD.com briefly sold two humanoid robots According to local media. Meanwhile, Zhiyuan Robototica is also known as Shanghai-based Robotechnics Beginner Agibot, this year matched the target of 5,000 robots Southern Chinese Morning Writing.
As Chinese Electric Vehicle Companies Start overcome the growth of BYD Tesla And to upside down, experts say that similar dynamics can play in the humanoid robotics.
“China has the potential to disseminate the impact of the home industry from the home industry. However, this time, the violation, the workforce itself and analytical analytical in the labor force and an analytical company on the EU.
Do you dance in the competition?
Morgan Stanley in February, Morgan Stanley estimated that humanoid robots could change to $ 10,000 to $ 300,000 for a unit of different configuration and low flow requirements.
At the same time, China’s companies are already in the superior economy of scale and production opportunities in terms of the above-estimate and production opportunities.
For example, Unitree g1 left the humanoid robot In May, with the starting price of $ 16,000 for consumers. For comparison, Morgan Stanley, Tesla’s Optimus Gen2 Humanoid Robot’s sales value estimates that the sales value of 20,000 dollars can be about $ 20,000, but in the company, and use the research and development period, and use the research and development period.
Unitree has made a large splash in the robot’s space for a group of dancers to celebrate 16 of H1 Humanoid Robots Lunar New Year in demonstration broadcast on national television.
However, China has signs of further progress in robots. Morgan Stanley’s February research record was led by Humanoid in the last five years in the country’s patent documents, which spoke about 5.688 patents compared to 1483 US.
Big players like Xiaomi Home manufacturers like BYD, CHERY and XPeng also take part in the humanoid robot space.
“Our research continues to make the most effective progress in humanoid robotechnologies, which benefited from China, the initiative chains, local adoption chains, local adoption opportunities and strong rates of the national government,” he said.
Beijing increasingly supported by government agencies, which promote more space and development. Ministry of Industry and Information Technologies in 2023 missed rules For Space, the call of “manufacture” to “scale” until 2025.
According to the Head of Great Chinese Car and Industrial Research in BOFA in global research, according to Ming Huns Lee, Chinese, humanoid robots sees as an important industrist, because it sees as an important industry as an important industry.
“I think that for three or four years, for three or four years, we will see the humanoid robots applied in production lines for comparing some employees and see them gradually spread to the service industry.”
Musk estimated that more than 1,000 or several thousand Optimus Robots working in Tesla In 2025. According to Chinese state mediaLike BYD and Geely, home producers have already partly placed some of their factories.
Lee, the growing adoption of adoption, noting that China has about 70% of the supply chain for these components, “very fast” will coincide with a decline.
According to the semi-anniversary of this month, Unitree G1 – “The only viable humanoid robot in the market is completely separated from American components.
The report said that China’s intelligent robotic system economic awards, including humanoid robots, including humanoid robots, including “all forces, which has a threat to us.”
“To catch, US players must be able to mobilize a powerful production and industrial base through local or allied peoples through local or allied peoples … For Tesla and similar firms,” Knuhtsen “Knuhtsen.
Bank of American analysts will accelerate the placement of humanoid robots this month this month, and rapidly accelerate with global annual sales reaching the 2030s and 3 billion section in 2030 and 3 billion in 2060.
