At the World Robot Conference held in Beijing in late August, 27, humanoid robots made by different companies, including UBTech, created a splash as many Chinese companies announced they are accelerating efforts to commercialize humanoid robots, especially for industrial applications. As these humanoid robots begin their real-world training in factories, the cyberpunk future is starting to take shape. The hum of these robots at work is the sound of the manufacturing sector’s next era, where human-robot collaboration is not just a possibility but an emerging reality.
Xu Xiaolan, former Vice Minister of Industry and Information Technology, said that humanoid robots are expected to become another “disruptive product” after computers, smartphones and new energy vehicles (NEVs). “Currently in China, new technologies, products and formats represented by humanoid robots and general artificial intelligence are thriving and becoming the pinnacle of global technological innovation, a new track for future industries and a new engine of economic growth,” she said.
August also saw foreign automotive companies like Tesla and BMW introducing their first humanoid robot “employees” in the assembly lines. Tesla CEO Elon Musk has even predicted that the ratio of humanoid robots to humans in the electric carmaker’s workforce will eventually reach 1:1 at least. According to market consultancy Coherent Market Insights, China’s humanoid robot market is rapidly growing and is expected to reach USD2.9 billion in sales revenue this year, and is projected to skyrocket to around USD46.31 billion by 2031, at a staggering compound annual growth rate of 48.6%.
Jiao Jichao, Vice President and Executive Dean of UBTech’s Research Department, said the company is confident that its humanoid robots will achieve widespread factory applications within three years. “The company aims to deliver humanoid robots in small quantities to industries, especially automobile factories, for handling and sorting tasks, by the end of this year.” From next year to 2027, humanoid robots will be gradually used for assembly tasks and on-site operations. Besides the automotive industry, the company will deploy such robots in 3C, or computer, communication and consumer electronics fields, as well as the logistics sector. “During this period, we aim to achieve larger-scale commercial mass production. Here, mass production not only involves a quantity increase, but also improvements in quality, cost control and operational efficiency,” he said. By 2033, the company’s humanoid robots are expected to perform more precise assembly work, such as assembling interiors and wiring harnesses, as well as assembling smaller and more delicate products like smartphones and smartwatches in the 3C industries, he said. His comments came as UBTech officially signed a cooperation agreement with Audi FAW and the Beijing Embodied Intelligence Robotics Innovation Center to jointly develop intelligent solutions for humanoid robots, at the World Robot Conference last month. The cooperation will drive humanoid robots into automotive production lines for intelligent material handling, quality inspection and process material operations. This is expected to promote large-scale deployment of humanoid robots in car factories.
According to a guideline from the Ministry of Industry and Information Technology (MIIT), China aims to establish a preliminary innovation system for humanoid robots by 2025. By 2027, the country will see a secure and reliable industry and supply chain, and related products will be deeply integrated into the real economy. To sharpen the edge of future industries including humanoid robotics, China will launch a series of scientific research projects, establish a number of incubators, support certain regions to explore and develop application scenarios, and cultivate more industrial highfliers, said MIIT Minister Jin Zhuanglong at a news conference in July. The National Development and Reform Commission (NDRC) also issued a document in June to encourage the development of humanoid robots based on large-scale AI models to enrich consumption scenarios.
Wang Xingxing, CEO and Founder of Unitree Robotics, is also optimistic about the commercialization of China’s robotics industry, and predicted that within three to four years – certainly no more than five – the industry will experience its “iPhone moment”. He said this will be the point when humanoid robots become a staple in industrial and service sectors, driving a dramatic increase in production and adoption. For now, while humanoid robots may still seem somewhat limited in their capabilities, the pace of development suggests that this perception will soon change. Wang speculated that by the end of this year, we might see the first general-purpose robot AI model emerge, setting the stage for a new era of robotics.
Marina Bill, President of the International Federation of Robotics (IFR), said about 60,000 industrial robots were installed in China 10 years ago, and their number has gone up to 290,000 now. “Hardly any other country in the world has had that quick a development.” China is by far the fastest-growing robot market in the world, with the highest number of annual installations, and it has had the largest operational stock of robots each year since 2016, according to the IFR, the China Daily reports.
