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Simplexity Robotics, an embodied AI startup founded less than a year ago, has delivered its first batch of 100 i7 Pro robots across multiple industrial and logistics scenarios, including CNC operations at Leaderdrive’s facility and optical module and flexible PCB production lines serving AI infrastructure manufacturing.
Morgan Stanley has raised its China humanoid robot shipment forecast to 50,000 units for 2026, nearly doubling its previous projection of 28,000, as commercial verification in factories, logistics, and retail accelerates faster than the bank anticipated at the start of the year.
Shares of Leaderdrive, China’s largest manufacturer of harmonic reducers for robotic joints, have risen 40% over the past year, making founders Zuo Yuyu and Zuo Jing billionaires as humanoid robot shipments surge globally.