Humanoid robots are moving from trade-show curiosities to real factory co-workers across China. At car plants and electronics lines, machines like Unitree Robotics’ G1 already lift heavy parts, weave through narrow aisles and even join public dance workouts, showing balance and precision close to a human’s. Their rapid progress rests on two pillars: falling hardware costs and the arrival of large-language-model “brains” that let robots understand spoken instructions and adapt to unfamiliar tasks.
Beijing is pushing the sector as the country’s next strategic industry after electric vehicles. A ministry roadmap calls for a basic home-grown innovation and supply chain system for humanoids by 2025 and deep integration into manufacturing by 2027. Domestic builders such as Unitree and UBTech say small-batch deliveries to auto and logistics customers will start this year, with large-scale, higher-quality mass production targeted before 2030.
Analysts at Coherent Market Insights forecast that the Chinese humanoid-robot market will leap from roughly US $ 2.9 billion in 2024 to about US $ 46 billion by 2031, a pace of growth seldom seen outside the early smartphone era. Hardware is getting cheaper too: Unitree’s full-size electric G1 sells for around 99,000 yuan—less than half the price Tesla expects to charge for its Optimus model, putting humanoids within reach of many factories.
China’s installed base of industrial robots tells the same story of acceleration. According to the International Federation of Robotics, about 60,000 units were installed a decade ago; the annual figure now sits near 290,000, giving China the world’s largest stock of working robots. Experts inside and outside China believe the sector is approaching its “iPhone moment,” when versatile, affordable humanoids become a routine tool on production lines and in service roles.
If that happens, analysts say, robots could help offset China’s looming labour shortages while creating a vast new export category, cementing the country’s position as a global manufacturing powerhouse for both smart machines and the goods they assemble.
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