At the 2025 Spring Festival Gala, a group of humanoid robots wearing small flower jackets started to play yangge, which amazed everyone. Recently, the world's first personal robot half marathon was held in Beijing, attracting many attention. Behind the humanoid robots "stand, walk steadily, and run fast" is a comprehensive competition of dynamic balance, ground perception, control system, and battery life. Humanoid robots are accelerating their transformation from "moving on the stage" to "using it in factories", and the entire industry and even China's manufacturing industry will usher in a more promising future.
Humanoid robots are a clear future industry iconic product in my country. The industry believes that humanoid robots integrate advanced technologies such as artificial intelligence, high-end manufacturing, and new materials, and are expected to become a disruptive product after computers, smartphones, and new energy vehicles. They will profoundly transform human production and lifestyles and reshape the global industrial development pattern. Our country is an important force in the development of humanoid robots. Public data shows that the scale of my country's humanoid robot market in 2025 is expected to exceed 8.2 billion yuan, accounting for about 50% of the global market.
The move of humanoid robots from the stage to the factory is an inevitable choice for the resonance of technological value and industrial demand. Although the stage display can demonstrate the charm of technology, its commercial value is limited. As the core position of the real economy, factories provide humanoid robots with real scenarios for large-scale applications and the basic soil for technological iteration. In industrial production, intelligent carriers like humanoid robots with environmental adaptability and task flexibility are also needed to solve practical problems such as replacement of high-risk environmental operations, rising labor costs, and flexible production demand. From the perspective of industrial upgrading, robot density is an important indicator to measure the level of modernization and intelligence of manufacturing. The entry of humanoid robots into factories means a larger stage and will also reshape the production model and industrial structure of manufacturing.
From the stage to the factory, the premise is to break through a series of core technologies. In stage performances, humanoid robots only need to complete specific actions, while the factory environment requires them to continue to operate in dynamic and uncertain scenarios, which requires more improvements in technologies such as high-precision motion control, multi-modal perception, multi-machine collaboration, energy management, and software and hardware integration. For example, in the past, robots had poor adaptability and flexibility in complex environments. Now, deep learning and artificial intelligence technology application make shape robots have strong self-regulation and learning capabilities. For example, the application of new materials in humanoid robot joints has significantly improved its flexibility and mobility performance.
From the stage to the factory, the key is cost reduction. The industrial field is much more sensitive to costs than the stage scenario, and high costs are one of the biggest obstacles to the industrialization of humanoid robots. The early development and manufacturing of a humanoid robot cost as much as hundreds of thousands or even millions of dollars, which is a price that is prohibitive to most factories. With the coordination of technology upgrade and industrial chain, the scale effect has emerged, and the purchase and operation costs of humanoid robots have dropped significantly, opening the door to economic feasibility for them to enter the factory. In the future, with the deep integration of humanoid robots with technologies such as artificial intelligence, 5G, and the Internet of Things, their costs are expected to drop further, and eventually turn from expensive tools to inclusive productivity.
my country has multiple advantages in developing humanoid robots. my country is one of the few countries in the world that have produced finished humanoid robots and has already occupied the first-mover advantage. The robot industry has formed a relatively complete industrial chain system, with strong upstream and downstream collaboration capabilities in the industrial chain. Some enterprises have international competitive advantages and are a major global robot producer and consumer. Although there are still problems such as weak industrial development foundation, insufficient supply of high-end products, and insufficient depth and breadth of application expansion on the road ahead, with continuous innovation in technology and continuous improvement of the industrial ecology, humanoid robots will play a greater role in the industrial field, promote the accelerated progress of manufacturing toward intelligence, efficiency and flexibility, inject strong impetus into high-quality economic development, and create a new China-made business card.
[Editor in charge: Ran Xiaoning]
Comment