In a recent discussion on AI development, UBTECH ROBOTICS' Chief Brand Officer addressed misconceptions about China's robotics industry. Contrary to claims that "Chinese robots only perform while American robots work," he highlighted China's rapid progress in practical applications of humanoid robots.
UBTECH ROBOTICS emphasized that China's humanoid robots are now focusing on vertical applications across various scenarios, integrating large AI models into embodied intelligence systems. While acknowledging that US companies like Tesla Motors have greater AI investment capacity, he asserted that China currently leads in real-world applications.
The company demonstrated its industrial humanoid robot Walker S2, capable of autonomous box handling and palletizing in factory settings. With advanced computer vision and 360-degree environmental awareness, these robots represent China's growing capabilities in practical robotics solutions.
Regarding commercialization, UBTECH ROBOTICS outlined a cautious approach: targeting 500-1,000 unit deliveries this year, 3,000-5,000 next year, and 10,000 by 2027. The company stressed that meaningful progress requires actual commercial validation, not just production targets.
Looking ahead, UBTECH ROBOTICS believes China's comprehensive supply chain ecosystem positions it to potentially set global standards in humanoid robotics. With over 80% of the world's advanced factories being built in China, the country offers fertile ground for developing industrial applications.
While entertainment applications helped demonstrate early capabilities, the focus has shifted to productivity enhancement. UBTECH ROBOTICS has already deployed robots in manufacturing environments earlier than many US counterparts, aligning with China's push for "new quality productive forces."
The discussion also touched on investment trends, noting that while current market enthusiasm includes some speculation, the AI and robotics revolution differs from past tech bubbles due to tangible applications. The industry expects eventual consolidation, with companies demonstrating real commercial viability emerging as winners.
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