Mei Ri Jing Ji Xin Wen·2025-06-11 13:49Core Insights - The humanoid robot sector is gaining traction, with major players from various industries, including traditional robotics, internet giants, automotive companies, and smartphone manufacturers, entering the market [1][2] - The competition among smartphone manufacturers in the humanoid robot space is intensifying, with companies like Huawei, Vivo, OPPO, Xiaomi, and international giants like Apple and Samsung all vying for a position in this emerging market [1][2] Industry Trends - The humanoid robot market in China is projected to grow significantly, with an estimated market size of 2.158 billion yuan in 2024, reaching nearly 38 billion yuan by 2030, reflecting a compound annual growth rate (CAGR) of over 61% [2] - The production of industrial robots in China increased by 27% year-on-year in the first two months of this year, while service robots, including humanoid robots, saw a 35.7% increase in production [2] Company Strategies - Apple is focusing on developing consumer-oriented home robots, aiming to redefine human-robot interaction rather than just creating humanoid machines [3] - Honor is restructuring its operations to focus on AI and robotics, establishing new departments and aiming to invest $10 billion over the next five years to build a global AI terminal ecosystem [4] - Xiaomi's CyberOne robot is being developed for home care and companionship, while Vivo has set up a lab dedicated to robot product incubation [5] Technological Advancements - The overlap between robotics and smart terminal technologies, such as AI algorithms and chip development, allows smartphone manufacturers to leverage their existing expertise in the robotics field [2][7] - Honor's YOYO AI agent has achieved capabilities in AI vision and autonomous task execution, showcasing the potential of integrating advanced AI models into robotics [7] Challenges and Market Outlook - Despite the promising outlook for the humanoid robot market, significant challenges remain, including high technical barriers, long return cycles, and slow market cultivation [8] - The industry is still in its early stages, with humanoid robots facing limitations in natural language understanding and emotional recognition, indicating that there is still a long way to go before they become widely usable [7][8] - The market is expected to see accelerated growth around 2028, contingent on the actions of leading companies like Tesla in scaling production [8]