April 21st.TrendForce Tiburon Consulting today issued an article.Chinese market11 mainstreamedHumanoid RobotOntology makers to start mass production program in 2024In addition, six of them, such as Yushu Technology, Ubiquiti, Zhiyuan Robotics, Galaxy General, Zongke Robotics, and Leju Robotics, are planning for mass production of more than 1,000 units in 2025.

1AI learned from the report thatChina's humanoid robotics market is expected to be worth more than RMB 4.5 billion by 2025In addition to Musk's goal of mass production of thousands of Tesla Optimus units by 2025, it is expected that the mass production plan of the head body manufacturers will pull the ecological layout and integrity of the supply chain of humanoid robot parts and components in the Chinese market.
According to TrendForce, humanoid robots are mainly used in B-end industrial scenarios, university research, and a small number of B-end commercial scenarios, while C-end home scenarios require humanoid robots to be multi-functional, with higher requirements for robot data processing and autonomous interaction capabilities. Humanoid robots from B-end to C-end application scenarios require the joint efforts of the industry in terms of policy, regulations, technology and so on.The commercialization of C-suite application scenarios still has a long way to go..