Supported by a comprehensive collaborative robot (cobot) ecosystem and a rich experience in modularized joints, Chinese companies can extend their tech know-how to developing humanoid robot joints, focusing on improving movement capabilities and reducing manufacturing costs.
Such a development is in sharp contrast with the US humanoid robot makers' emphasis on software. In the medium and long term, China will leverage its cost advantage to equip humanoid robots with good movement capabilities at affordable prices, and become an important global supplier of key components.
Leveraging the demand for lightweight robots from electronics manufacturers, China's industrial robot sector has accelerated the process of localization, with domestic brands accounting for nearly half of the Chinese market. China has already formed a comprehensive supply chain for cobots with price advantages and economies of scale, further driving the development of humanoid robots.
EMS drives lightweight robot demand; locals take half of China market
Chart 2: China industrial robot new installation share by industry, 2023
Chart 3: ASP and sales volumes of cobots in China, 2016-2023 (CNYk, k units)
Comprehensive cobot supply chain supporting humanoid robot development
Chart 5: Robot functional requirements and Chinese player development
Modular, lightweight design experience aids complex humanoid joint development
Chinese developers focus on cost control and mobility more than US
