US Investors Tour China’s Robot Factories to Assess Humanoid Rivals
US investors are touring China’s robot factories as humanoid competition grows, with manufacturing scale and supply chains in focus.
Follow the latest robotics, automation, artificial intelligence, product, research, business, and policy news from across the global robotics ecosystem.
US investors are touring China’s robot factories as humanoid competition grows, with manufacturing scale and supply chains in focus.
Counterpoint forecasts humanoid robot DRAM demand will grow more than 20x by 2030, as average memory per robot rises from 19GB to 39GB.
South Korea’s new Pangyo defense AI hub will train humanoid and multilegged robots for hazardous missions, from bomb disposal to mine clearance.
UBTECH and Xiamen C&D plan a joint venture targeting at least 10,000 humanoid robot sales by 2030 across logistics, property and public services.
XPENG plans IRON sales in the second half of 2027, following tests of the humanoid robot as a store assistant and office receptionist.
Tesla is scaling Optimus production ahead of a late-2027 public-sales target, but reliability and useful autonomy will determine the rollout.
Therabot’s robotic leg massager moves from ankle to thigh, using app-controlled pressure and motorized rollers while the user sits back.
UBTECH and FAW-Volkswagen will develop and test humanoid robots for factory logistics, building on Walker S Lite inspection work at the Qingdao plant.
Walmart’s warehouse automation push faces packaging problems, robot maintenance and costly retrofits as the retailer works toward supply-chain savings.
XPENG introduces its YOYO robotaxi brand and opens registration in China, with overseas trials and external IRON robot sales planned for 2027.
Sereact’s dual-arm robots are processing Zalando returns at CEVA sites in Germany and Poland, targeting one of fashion logistics’ hardest workflows.
BAS deployed a fleet of marine robots in East Greenland, collecting glacier and ocean measurements to improve models of melting ice and ocean circulation.