The debate over whether Chinese humanoid robots are merely for performance while their American counterparts excel in practical tasks has been addressed by Tan Min, Chief Brand Officer of UBTECH ROBOTICS. Tan argues that this view is overly simplistic, as it only focuses on China's entertainment-focused robots like singing and dancing models.
Tan highlights that UBTECH and other Chinese humanoid robot companies are rapidly integrating large AI models into embodied intelligence, focusing on vertical applications across various scenarios. This has led to a flourishing and diverse landscape for humanoid robots in China.
While U.S. companies like Tesla Motors are heavily investing in AI, Chinese firms are leading in real-world applications. Tan emphasizes that China's robust supply chain and manufacturing ecosystem provide a strong foundation for the industry.
Yang Delong, Chief Economist at Qianhai Kaiyuan Fund, notes that humanoid robot component companies are currently driven by hype in 2025, with stock prices surging based on announcements rather than confirmed orders. However, by 2026, the market will shift toward evaluating actual contracts with major manufacturers.
UBTECH is targeting 500–1,000 robot deliveries this year, scaling up to 3,000–5,000 in 2026 and 10,000 by 2027. Tan stresses that commercialization and profitability are key, with breakeven expected within two to three years.
Yang predicts humanoid robots could become China's fourth major industrial sector, following home appliances, smartphones, and EVs. However, he cautions that mass production is still distant, and price wars are unlikely at this stage.
Regarding AI investments in robotics, Yang distinguishes the current wave from the dot-com bubble, as today's AI and robotics firms have tangible applications. While some companies may fail, the sector's long-term potential remains strong.
UBTECH's Walker S2, an industrial humanoid robot, demonstrates autonomous box handling and palletizing in factories, utilizing advanced vision and battery-swapping technology for continuous operation.
Tan asserts that China's humanoid robot industry is well-positioned to set global standards, leveraging the world's largest smart manufacturing base.
Yang advises individuals to adapt to the AI era by either developing AI models, leveraging smart tools, or investing in leading robotics and AI companies to avoid job displacement risks.
Despite the trend of entertainment-focused robots, Tan reaffirms UBTECH's commitment to industrial applications, aligning with China's push for advanced productivity.
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