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Two humanoid robots are on display at Mobile World Conference China Mobile Booth in Shanghai on June 19, 2025.
Nurphoto | Nurphoto | Ghetto images
Humanoid robots, which have made significant technological progress this year, may be in the gap of Ship, similar to Chatgpt in investment and popularity-or at least that is what many in the industry believe.
The so -called humanoid robots are artificial intelligence machines designed to look like people in appearance and movement, with expected use cases in the industrial and service sector.
The creators of these robots have been working on the background technology for years. Now they say they are ready to unfold the technology in the world.
“There is a consensus in our industry that the moment of Chatgpt for humanoid robots has arrived,” said Xion Youjun, General Manager at the Beijing Innovation Center for Humanoid Robotics, during a panel in Singapore on Thursday, along with other professionals of Chinese robot industry.
“This year, it is defined as the first year of mass production of humanoid robots,” said Xionng, Chief Technology Officer and Executive Officer of Robotics Ubtech, in Mandarin, translated by CNBC. He added that there was rapid progress in both mechanical bodies and in the feeding AI brains.
The original “Chatgpt Moment” happened in At the end of 2022When Openai released its innovative generative AI chatbot in front of the public, leading to mass admission of large linguistic models and widespread recognition of their potential.
Optim Robot of Tesla Range Range Rooms in Los Angeles, October 10, 2024
Tesla | By Reuters
Robotics players hoping to recreate this impact include Tesla’s Optimus. Meanwhile, an increasing number of startup robots for humanoid robots are emerging in China, such as companies such as Unitree, Galbot, Agibot and Ubtech Robotics are launching products on the market.
While humanoid robots are yet to reach part of the reception observed with generative AI, many experts expect the technology to have a transformative impact on the global economy in several years.
In the meantime, robots have begun to appear everywhere, from factories to technology conferences and sports events.
The humanoids take steam
Tesla Executive Director Elon Musk said it expects the company to produce 5,000 of its optimal robots this year, with technology expected to eventually draw up the bigger part of the EV manufacturer’s businessS
Meanwhile, humanoid robots companies in China claim that their products are already used in factories and for commercial services.
Talking on Thursday, Jao July, Galbot’s Chief Strategic Officer, said the launch had already deployed nearly 1,000 robots in different businesses.
Other companies, such as Ubtech Robotics and Galbot, have also installed robots in local factories, according to local media reports.
According to Zhao, these implementations came together with a jump in investor interest and state support in the sector, as well as the maturation of both robotics and generative AI technology.
Experts from the industry have noted that this maturation in technology has been set out at a number of conferences and events this year, such as Chinese Humanoid Robotics game in China, which sees robots compete in practical scripts.
Galbot won a gold medal in the robot skills event after putting a pharmaceutical sorting challenge first.
Improvements in the control of the movement of Chinese humanoid robots have also been on display in recent months of sporting events such as marathons and boxing matches.
Guo Yandong, the founder and CEO of AI² Robotics, added that improvements to generative AI also allowed robots to learn the work rather than rely solely on predefined commands, a shift that could expand the use of humanoids in sectors.
Not so fast
However, despite the over -the -human robotics companies, many experts are resisting the idea that mass public adoption will soon happen.
“Humanoids will not arrive at one time at a time of chat, but they are slowly and more positions, as their capabilities are increasing,” says Rake Knhtsen, an analyst at Semianalysis, an independent study and analysis company specializing in semiconductors and AI. He added that their first applications would be in low bet tasks, refusal.
This does not indicate long production and high costs, which will also delay its reception compared to generative AI, he added.
The Ubtech Humanoid Robot was exhibited during the 27th International High Technology Exhibition in Beijing in China at the National Congress Center of China on May 8, 2025 in Beijing, China.
VCG | Visual China Group | Ghetto images
Even Ubtech’s Xion has admitted that some obstacles remain for the sector, as ethical considerations, laws and regulations that need to be considered.
However, the Knuhtsen analyst expects investment in space to continue as the autonomy of robots continues to improve.
“The market opportunity for humanoids is huge, it depends on how well AI performs … If the technology works, it has the chance to transform many work processes around the world,” he said.
Merrill Lynch analysts have recently evaluated in a research note that Global Humanoid Robot deliveries will reach 18,000 units in 2025 out of 2500 pieces last year. It also predicted a global robot “population” from 3 billion to 2060.
