The report mentioned that since Tesla announced the launch of the humanoid robot "Optimus Prime" in 2021, Tesla is about to launch the third-generation humanoid robot, Figure launched a new model equipped with the Helix model, 1X launched the NEO GAMMA with artificial intelligence algorithm optimization, etc., domestic Yushu, Zhiyuan, UBTECH and other gait and movement optimization, it can be seen that model iteration and training algorithm optimization are accelerating the commercialization of humanoid robots. At present, many humanoid robot products have been trained by downstream industrial customers. It is expected that the humanoid robot market will far exceed the automotive and 3C industries in the future.
CCTV News previously quoted the data of the "Humanoid Robot Industry Research Report" to reveal that my country has become the world's leading humanoid robot producer. In 2024, the scale of the Chinese humanoid robot market reached about 2.76 billion yuan, and it is expected to grow into a "100 billion yuan market" in 2030. According to Goldman Sachs' forecast, the global humanoid robot market will reach $154 billion by 2035 (IT Home Note: Currently about RMB 1.12 trillion).
In 2025, the "intelligence" of humanoid robots is expected to be higher, and the entire industry is expected to usher in the first year of mass production.
According to a report by Morgan Stanley in February this year, China accounts for 63% of the global humanoid robot industry chain. In the "body" category, Chinese companies engaged in integration account for 45%.