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The humanoid robot industry is on the eve of a "blowout" and these cities have taken the lead in layout

2024-08-21

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[According to the forecast of GGII (Gaogong Industry Research Institute), the global humanoid robot market will exceed US$20 billion in 2030, and the Chinese market will reach about US$5 billion.]

Over the past month, many companies at home and abroad have officially announced new developments in humanoid robots.

Last month, Tesla CEO Elon Musk announced that limited production of Optimus would begin in 2025, and that humanoid robots would be tested in Tesla's own factory next year. In early August, Figure AI, which was invested by OpenAI, Microsoft, Nvidia and others, released its second-generation humanoid robot Figure 02.

Looking at China, after launching the Yuanzheng A1 on August 18 last year, Zhiyuan Robotics, founded by former Huawei "genius boy" Peng Zhihui and valued at 7 billion yuan, launched five commercial humanoid robots on the same day a year later, preparing for mass production in factories. On the 20th, Yushu Technology announced that the humanoid robot G1, priced from 99,000 yuan, is expected to start mass production in Q3 this year.

Whether overseas or in China, humanoid robots are accelerating from "prototype show" to commercial application scenarios.

Xu Xiaolan, former vice minister of the Ministry of Industry and Information Technology and president of the China Electronics Society, said at a recent press conference of the World Robot Conference that with the joint efforts of enterprises, governments, and users, my country's humanoid robot industry is on the eve of a "blowout". Specifically, the rapid rise of ecologically-led leading enterprises has driven the innovative development of specialized and new enterprises in the industrial chain; governments at all levels have continuously increased their support in terms of standards, talents, and finance; and users "want to use" humanoid robots, which has further stimulated the innovation vitality of enterprises. With the joint efforts of the three parties, it is expected to form a humanoid robot industry ecology driven by application needs and guided by the construction of new formats and models. It is expected to catalyze humanoid robots to become another disruptive product after computers, smart phones, and new energy vehicles.