In 2025, the humanoid robot industry is quietly rising, and traditional car companies, home appliance companies, and high-tech companies have all plunged into it. With the rapid development of artificial intelligence, precision machinery and intelligent manufacturing technology, humanoid robots are moving from science fiction to reality, and are gradually integrated into our life and work. Humanoid robots not only represent the frontier of science and technology, but also herald profound changes in the future society. How will they change the way we live, the way we work, and even the fabric of our society? China Exportsemi will try to deeply discuss the current situation of the humanoid robot industry, the layout of well-known enterprises, technological breakthroughs, market prospects and future development trends, and present you with a panorama of this emerging industry.
First, the background and driving factors of the explosion of the humanoid robot industry
Technological breakthroughs
1. A leap forward in AI technology
The rapid development of AI technology has provided a powerful "brain" for humanoid robots 。 The multi-modal large model can process and understand various types of data, so that humanoid robots have the capabilities of natural language processing, image recognition, and environmental perception. For example, OpenAI's GPT series of models continue to be upgraded, and their performance in language understanding and generation is amazing, laying the foundation for intelligent interaction with humanoid robots. At the same time, advances in deep learning and reinforcement learning technology enable humanoid robots to optimize their behavior and decision-making through continuous learning and training, and adapt to complex and changeable environments.
2. Innovation in sensor technology
Breakthroughs in sensor technology have created sensitive "senses" for humanoid robots. High-precision visual sensors, tactile sensors, force sensors, etc., enable humanoid robots to perceive the surrounding environment more accurately. For example, the increasing resolution and recognition accuracy of vision sensors enable humanoid robots to clearly recognize the shape, position, and color of objects to support tasks such as navigation and grasping. Tactile sensors can sense the texture, temperature, and pressure of objects, making humanoid robots more delicate and safe when manipulating objects.
3. Upgrade of hardware technology
The continuous upgrading of hardware technology provides a more powerful "body" for humanoid robots. High-precision joint design, high-performance power systems, and lightweight material applications enable humanoid robots to achieve more natural and flexible movements. For example, the new combination of motor and reducer improves the response speed and control accuracy of the joint, enabling the humanoid robot to complete complex action sequences. At the same time, advanced battery technology extends the life of humanoid robots, allowing them to perform tasks for longer.
Figure: Humanoid robot technology breakthrough (picture from the Internet)
Market demand
1. Labor shortages
As the global population ages, labor shortages are becoming increasingly prominent. The application of humanoid robots in manufacturing, logistics, home services and other fields can effectively alleviate the pressure of labor shortage. For example, in manufacturing, humanoid robots can take on repetitive, dangerous tasks, improving productivity and quality. In the logistics industry, humanoid robots can assist in handling and sorting goods to improve logistics efficiency.
2. Consumption upgrades
Consumers' demand for intelligent and automated products is increasing, providing a broad space for the application of humanoid robots in the consumer market. With the help of humanoid robots, people want to improve their quality of life and complete tasks such as cleaning their homes and caring for the elderly and children. At the same time, consumption upgrading has also promoted the application of humanoid robots in education, entertainment and other fields, such as an educational aid to help children learn knowledge; Play interactive games with people as an entertainment companion.
3. Industrial automation upgrades
The advancement of Industry 4.0 has led to the transformation of the manufacturing industry to a higher degree of automation and intelligence. As an advanced form of industrial automation, humanoid robots can be deeply integrated with existing production lines to achieve more flexible and efficient production. They can quickly adjust the work content according to the changes in the production task, and improve the flexibility and adaptability of the production line.
Figure: Humanoid robot elderly care scene (Image from Cyberobo)
Policy support
1. National strategic guidance
At the national level, it attaches great importance to the development of the intelligent technology industry as an important engine to promote high-quality economic development. As the frontier field of intelligent technology, humanoid robots have been clearly supported by the national strategy. The government work report has repeatedly mentioned the need to accelerate technological innovation and industrial development in the fields of artificial intelligence and intelligent manufacturing, providing policy guidance and development momentum for the humanoid robot industry.
2. Local policy assistance
Local governments have actively responded to the call of the state and introduced a series of policies and measures to support the development of the humanoid robot industry. For example, a special industrial fund has been set up to provide financial support for the research and development, production and application of humanoid robots; Construct industrial parks, attract related enterprises to gather, and form an industrial cluster effect; Formulate preferential tax policies to reduce the R&D costs and operational burden of enterprises.
Second, automobile companies enter the humanoid robot
Tesla
1. Advantages of technology and mass production
As a global leader in the field of electric vehicles, Tesla has deep technical accumulation and strong R&D capabilities in AI technology, autonomous driving, and precision manufacturing. These technical advantages provide a solid foundation for the development of the humanoid robot Optimus. Tesla's AI team has extensive experience in training large-scale neural networks and is able to provide advanced intelligent algorithms and data support for humanoid robots. At the same time, Tesla has accumulated rich experience in precision manufacturing in the automobile manufacturing process, which can ensure the high-precision production and assembly of humanoid robot parts. In 2025, Tesla plans to produce thousands of Optimus humanoid robots and conduct initial tests at the factory. If all goes well, the production of humanoid robots in 2026 will increase to 10 times that of 2025, with a target of 50,000 to 100,000 units, demonstrating strong mass production capacity.
Pictured: Tesla humanoid robot
2. Expansion of application scenarios
Tesla has a clear plan and expansion of the application scenarios of humanoid robots. In the automotive manufacturing field, the Optimus humanoid robot will be applied to the automotive production line to undertake tasks such as parts handling and assembly, improving production efficiency and automation. In addition, Tesla also plans to apply humanoid robots to logistics, home services and other fields to further expand its market space. For example, in a logistics warehouse, humanoid robots can assist in sorting and handling goods; In the home, it can be used as a smart assistant to help with household chores.
GAC Group
1. Progress in independent research and development
GAC Group is actively promoting independent R&D in the field of humanoid robots, and in December 2024, it launched its self-developed third-generation embodied intelligent humanoid robot, GoMate. The robot has 38 degrees of freedom throughout its body, and has high flexibility and movement capabilities. GAC Group has made remarkable progress in the design of robot ontology and the development of control systems, laying the foundation for its further development in the field of humanoid robots.
2. Industrial chain integration
GAC Group pays attention to the integration and coordination of the industrial chain, and builds a complete humanoid robot industry chain through cooperation with upstream and downstream enterprises. In the upstream, cooperate with parts suppliers to ensure the stable supply and quality control of key components; In the midstream, strengthen its own strength in the manufacture of robot ontology; In the downstream, explore the application scenarios of humanoid robots in automobile manufacturing, home services and other fields, and promote the marketing and application of products.
Pictured: GAC humanoid robot
The layout of other automobile enterprises
1. The future plan of Xpeng Motors and Li Auto
He Xiaopeng and Li Xiang, chairman and CEO of Xpeng Motors and Li Auto, said that the company will make humanoid robots in the future. Although there is no specific product release yet, it can be seen that these two automobile companies attach importance to the humanoid robot market and their layout intentions. With its technology accumulation and brand influence in the field of intelligent vehicles, it is expected to gain a place in the field of humanoid robots.
2. Changan Automobile's long-term goals
Changan Automobile plans to release humanoid robot products by 2027. Changan Automobile has rich experience in the field of automobile manufacturing and strong industrial chain integration capabilities, and its long-term goal setting has injected new impetus into the development of the humanoid robot industry. Changan Automobile is expected to apply its experience in precision technology and automated production in automobile manufacturing to the research and development of humanoid robots to improve the accuracy and efficiency of robot manufacturing.
Pictured: Chang'an humanoid robot
Third, household appliance companies enter the humanoid robot
Midea Group
1. Technical synergy and market expansion
Midea Group has a deep technical accumulation and market foundation in smart home appliances, robots and other business fields. Its technology in sensors, motors, control systems, etc., can provide key components for humanoid robots. For example, Midea's accumulated technologies such as environmental perception and human-computer interaction in the field of smart home can be seamlessly transplanted into humanoid robots to improve their intelligence level. At the same time, Midea Group's huge market channels and brand influence provide a strong guarantee for the marketing of humanoid robots.
2. Product delivery and application exploration
In January 2025, Midea Group and Agibot delivered the Lingxi X1 humanoid robot in Changsha. This is an important milestone for Midea in the field of humanoid robots. The Lingxi X1 humanoid robot will be applied in the fields of family services, education and entertainment, and provide practical experience for the application of humanoid robots in the consumer market. For example, in the family, the Lingxi X1 can take on tasks such as cleaning and companionship, improving the convenience and quality of family life.
Pictured: Midea's humanoid robot
Gree Electric Appliances, Haier Smart Home, etc
1. Application potential of smart home scenarios
Home appliance companies such as Gree Electric Appliances and Haier Smart Home have a deep understanding and technical accumulation in smart home scenarios. Humanoid robots have great potential for application in smart homes, such as controlling household appliances and managing household affairs as smart housekeepers. These companies can deeply integrate humanoid robots with the existing smart home ecosystem to create a more intelligent and convenient home life scenario.
2. Technology accumulation and innovation breakthroughs
Gree Electric Appliances, Haier Smart Home and other enterprises continue to invest in technology research and development, and continue to accumulate and make breakthroughs. In the field of humanoid robots, they can give full play to their advantages in mechanical design and electronic control to overcome technical problems in the research and development of humanoid robots. For example, the development of higher-performance motors and drive systems to improve the kinematics and operational accuracy of humanoid robots.
Continue:2025 Humanoid Robot Industry Boom 5 Key Trends 3 Top Winners Forecast (2)
