China leads in humanoid robot production
China is advancing into the era of mass production of humanoid robots, with significant developments in both domestic manufacturing and international demand. In 2024, a Shanghai-based tech firm produced nearly 1,000 humanoid robots, marking a substantial step toward large-scale production.
The Chinese government has prioritized humanoid robotics as a key sector to bolster economic growth and compete with the U.S. for technological leadership. Major tech companies, including Ant Group, have entered the industry, with Ant Group's subsidiary, Shanghai Ant Lingbo Technology, hiring for positions in humanoid robot systems and applications.
The global market for humanoid robots is projected to reach $38 billion by 2035, with nearly 1.4 million units expected to be shipped annually. China's competitive pricing strategy, supported by strategic government initiatives, positions Chinese companies to capture a significant share of this market.
Internationally, Chinese-made humanoid robots are gaining traction. UBTech Robotics, for instance, is deploying a workforce of "Walker S1" robots in BYD Auto's factories to address labor shortages, performing tasks such as visual inspections, carrying heavy items, and assembly work.
However, the rapid advancement of Chinese humanoid robotics has raised concerns in other countries. U.S. lawmakers have called for a ban on Chinese-made humanoid robots, citing national security risks, including potential misuse for espionage or sabotage.
China's entry into mass production of humanoid robots signifies a pivotal moment in the global robotics industry, with implications for economic growth, technological competition, and international relations.
