Roland Berger’s new report, “Humanoid Robots 2026: The Convergence Moment of a New Market,” marks a shift in the debate. The question is no longer whether humanoids are a bubble, but who grabs the position if the industry actually takes off. Three variables converged at once. AI capability — vision-language models, generative AI, edge computing, … Read more
How the lead was built The share is the product of a complete high-end equipment chain. The core parts a robot needs, 3D vision, precision reducers, servo motors and control systems, all have mature domestic suppliers with high efficiency, fast iteration and low production cost. On the demand side, an ageing population and rising manufacturing … Read more
Learning the outcome, not the motion HOST, for Human-to-robot One-Shot Skill Acquisition, has the robot watch an average 29-second human video and reproduce a new skill with 62 per cent success. The key design choice is to ignore the exact human movement and instead understand the task’s outcome, the change in the world, then plan … Read more
Why Kelin picked Kepler The power and electricity track is the most certain, largest humanoid landing spot, and State Grid tenders are concentrated in the tens of billions of yuan, shifting competition toward scenario fit and scaled delivery. Kelin has spent years in the grid and energy system, holding national grid government-enterprise channels, industry access … Read more
Not a border ban Unitree secured CSRC approval for its listing on 2 July, but under the FCC rule its new US-bound products face fresh access questions. It flagged the US market risk in its updated prospectus on 31 July. The US was 18.39, 19.54 and 13.30 per cent of revenue in 2023, 2024 and … Read more
The bottleneck everyone argues about The hand is the most visible choke point of embodied intelligence. As early as 2018 OpenAI admitted that contact, friction and damping are hard to simulate accurately, and Musk has said the forearm and hand are harder to build than the rest of the robot combined. Every gain in degrees … Read more
Why Chinese homes needed their own dataset Embodied intelligence ultimately has to enter homes, but home environments are complex and personal, demanding training across hugely varied real scenarios. The new dataset holds 300,000 structured real floor plans, 5,000 complete home simulation scenes and 50,000 physically simulated interactive object assets, filling a gap in large-scale, high-fidelity, … Read more
Galaxy General’s Galbot S1 has run 7×24 in CATL’s battery-pack lines for over 90 days, fully autonomous. The demo-to-production leap China’s humanoid race has been promising.
The first-half 2026 funding numbers for embodied AI are genuinely startling. IT Juzi counts 93.47 billion yuan deployed, up fivefold year on year, across 322 rounds, a 137% increase. Include overseas via GG Robot and the figure is 132.5 billion, up 428%. Same trend: a tide of capital rushing in. Where the money went The … Read more
The speed of ‘first’ now outruns the speed of robot iteration. A model can go from launch to chart-topper in a week, and the charts refresh faster than products ship. When ‘first’ multiplies, the industry slides into a collective confusion about ranking inflation, and a fair question: who is actually manufacturing these titles? A manufactured … Read more