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<\/p>\nMarch 25, 2025<\/p>\n
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Spinning bright red handkerchiefs and dancing in step to folk music, more than a dozen human-like robots took to China\u2019s biggest stage in January, making a splashy debut at the annual Lunar New Year gala.<\/p>\n
The remarkable performance, watched by more than a billion people, is a high-profile reminder of how far Chinese humanoid robots have come. Over the past two months, videos of the country\u2019s humanoid robots pulling off moves such as bike rides, roundhouse kicks and side flips have blown up the internet, often amplified by state media as a key potential driver of economic growth.<\/p>\n
Even though very few of the humanoids are in mass production, competition with Elon Musk\u2019s Tesla, one of the acknowledged frontrunners in the field, is heating up. The promise of an \u201cI, Robot\u201d future, where machines handle household chores and serve as caregivers, has drawn nearly every major tech company in both the United States and\u00a0China<\/a> to bet on humanoids or robotics.<\/p>\n Microsoft, Nvidia and Amazon founder Jeff Bezos have invested in American humanoid maker Figure AI. Meanwhile, Meta is planning major investments in humanoids, according to a\u00a0Bloomberg report<\/a>\u00a0last month.<\/p>\n Musk, whose Optimus humanoid has sparked global interest since its debut in 2022, predicted last month that the project alone could generate more than $10 trillion in revenue.<\/p>\n While it may take another five to 10 years for humanoid robots to make a real societal impact, they could eventually become the next widely adopted consumer electronics, according to Xi Ning, chair professor of robotics and automation at the University of Hong Kong.<\/p>\n \u201cEverybody will need them, like automobiles, like cellphones, and the potential market volume will be huge,\u201d he told CNN.<\/p>\n Goldman Sachs<\/a>\u00a0projected last year that the global humanoid robot market will be worth $38 billion by 2035. In five years, they estimate that 250,000 humanoid units, mainly for industrial use, will be shipped, while consumers will be buying about one million units a year in about a decade.<\/p>\n Beijing, which is looking to replicate China\u2019s success in the electric vehicle (EV) market, wants to be at the forefront of that growth.<\/p>\n It\u2019s eager to position the country as a global tech powerhouse and build on the momentum of recent Chinese achievements in the field – such as AI startup\u00a0DeepSeek\u2019s\u00a0<\/a>reasoning model that stunned the world in January – especially as the US tightens tech restrictions on Beijing.<\/p>\n Despite entering the race later than American rivals including Tesla, Boston Dynamics and Figure AI, experts say Chinese firms are rapidly closing the gap. With their preternatural ability to optimize supply chains and cut costs, Chinese firms are also accelerating the mass production of humanoids.<\/p>\n China already dominates the space for industrial robots, deploying more of them every year since 2021 than all other countries combined, according to the\u00a0International Federation of Robotics<\/a>, a Germany-based non-governmental organization.<\/p>\n Compared to humanoids, industrial robots typically feature less advanced technology and perform less sophisticated tasks. They\u2019re widely used in industrial settings for manufacturing or transportation.<\/p>\n As with EVs, Tesla was one of the few big-name frontrunners for humanoids when Musk introduced the project in 2021 and showcased an Optimus prototype a year later. Since then, Beijing has publicly thrown its weight behind the humanoid robotics industry with increasing funding drives and government support.<\/p>\n Stringer\/AFP\/Getty Images<\/p><\/div>\n<\/div>\n In a 2023\u00a0policy document<\/a>, China\u2019s Ministry of Industry and Information Technology identified the humanoid robotics industry as a \u201cnew frontier in technological competition,\u201d setting a 2025 target for mass production and secure supply chains for core components.<\/p>\n \u201cChina started relatively late, but it has its own advantages like a huge market and a relatively complete supply chain for the technology, which enables them to easily develop similar kind of robots at lower price,\u201d said Xi at the University of Hong Kong.<\/p>\n Over the past three years, various local governments \u2013 including major cities like Beijing, Shanghai and Shenzhen \u2013 have announced plans to establish or have launched investment funds dedicated to developing robotics, totaling at least 73 billion yuan ($10 billion), according to a tally by CNN.<\/p>\n Last month,\u00a0Chinese leader Xi Jinping chaired a high-profile meeting<\/a>\u00a0with the country\u2019s top business executives. Among those seated in the front row was Wang Xingxing, CEO of Unitree, the company behind the viral dancing robots, an indication of Beijing\u2019s growing focus on this emerging sector.<\/p>\n Aside from Unitree, other major domestic players include Shenzhen-based UBTech, Chinese EV giant BYD-backed Agibot, Beijing-based Robotera and Shanghai-headquartered Fourier Intelligence, as well as EV maker XPeng.<\/p>\n Experts say China still trails the West in certain key technologies, even as it dominates the supply chain. About 56% of the humanoid robot supply chain companies are based in China, according to a Morgan Stanley\u00a0research report<\/a>\u00a0last month.<\/p>\n Related video<\/span>\u2018Meet my new friend.\u2019 Kim Kardashian interacts with Tesla Bot<\/span><\/p>\n<\/div>\n But China still needs to achieve a breakthrough in \u201ccore technologies,\u201d such as processor chips, high-precision sensor and robot operating systems, to reduce its reliance on foreign technology, said Zhang Dan, chair professor of intelligent robotics and automation at the Hong Kong Polytechnic University.<\/p>\n Artificial intelligence chips underpin humanoids\u2019 operating systems, guiding their thinking, perception and motion. Many humanoid developers depend on AI chip giant Nvidia\u2019s products. At its annual developer conference last week, the company\u00a0unveiled<\/a>\u00a0a new AI foundation model for humanoid robots.<\/p>\n Citing national security concerns, the former Biden administration steadily tightened export restrictions on advanced chips that could power China\u2019s military. Beijing has sought to develop its domestic chip supply chain as part of its self-sufficiency drive.<\/p>\n Additionally, European, American and Japanese companies continue to dominate higher-end components such as sensors, as well as motors and screws that power robotic motions with higher precision and stability, according to a\u00a0Morgan Stanley report<\/a>\u00a0last month.<\/p>\n To overcome those shortcomings, Chinese suppliers are actively trying to do business with Tesla. Many of them have sent component samples for Tesla\u2019s review, according to P.K. Tseng, a senior research manager at TrendForce, a market analysis firm.<\/p>\n \u201cAfter Chinese supply chain manufacturers supply components to Tesla, they refine them based on testing feedback and then offer the improved versions to domestic manufacturers,\u201d he said.<\/p>\n Over time, this creates a cycle of continuous technological advancements, enhancing the quality of the whole domestic humanoid robotics industry, he explained.<\/p>\n Price competitiveness<\/p>\n While technological gaps remain, China has emerged as a price disrupter in the nascent industry.<\/p>\n Shenzhen-based Engine AI released its\u00a0PM01 model<\/a>\u00a0late last year for just 88,000 yuan ($12,175), while Unitree\u2019s G1, capable of executing a roundhouse kick, followed at 99,000 yuan ($13,697).<\/p>\n Related article<\/span>A Chinese EV giant is now offering free driver assistance tech on cars under $10,000<\/span><\/p>\n<\/div>\n\n\nUnitree handout<\/div>\n<\/div>\n<\/div>\nPlaying catch-up<\/h2>\n
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<\/picture><\/div>\n\nTesla’s humanoid robot Optimus at its exhibition booth during the World Artificial Intelligence Conference in Shanghai on July 5, 2024.<\/span><\/div>\nLack of core technologies<\/h2>\n
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