Industry Overview - China's embodied AI industry is experiencing rapid growth, encompassing industrial automation, autonomous EVs, delivery drones, and advanced robotic humanoids [1] - China produced nearly 100 embodied AI robotic products and holds 70% of the global market share [2][3] Government and Investment - The central government has allocated approximately $138 billion for the development of humanoid robots for both industrial and personal applications [4] Job Market - Job openings in China's humanoid robotics sector have quadrupled this year, with algorithm engineers' salaries exceeding the average urban pay [5] Company Examples and Products - Hangzhou-based Unitary offers the four-foot two-inch H77 G1 AI Avatar for $16,000 [5] - The Go1 door, equipped with lidar and 12 flexible knee joint motors, is available for $600 [6] - Lenovo's six-legged Daystar is used for inspection and diagnostic tasks in hazardous environments [6] Future Outlook - Chinese robots are expected to offer a competitive price-performance ratio, supported by state policy and funding [7] - A wide range of new embodied AI products are anticipated to emerge [7]
China's Next AI Breakthrough - Physical AI
Bloomberg Technologyยท2025-06-26 23:00