Leading companies in China's humanoid robot industry: Comprehensive comparison and comprehensive assessment in 2023 (including business layout, performance comparison and business planning)

Main leading companies in the humanoid robot industry include Xiaomi Group-W (01810.HK), Zhiyuan Robot, Youbixuan, Datman, Fourier, Zhumi Technology, etc.

Core data of this article: Regional competition among Chinese humanoid robot companies; Comparison of business layout of Chinese humanoid robot companies; Comparison of business plans of Chinese humanoid robot companies

Summary of leading companies in the humanoid robot industry

At present, the number of leading companies manufacturing humanoid robots in my country is relatively small, but there are many representative companies in the overall humanoid robot industry. Among them, the upstream core parts companies include reducer manufacturers Green Harmonic (688017.SH), Double Ring Transmission (002472.SZ), and Zhongli De (002896.SZ); frameless torque motor manufacturer Buke Co., Ltd. (688160.SH ); Planetary roller screw manufacturers Qinchuan Machine Tool (000837.SZ), Changsheng Bearing (300718.SZ), Hengli Hydraulic (601100.SH), Best (300580.SZ), Wuzhou Xinchun (603667.SH) ; Sensor manufacturers Hanwei Technology (300007.SZ), Huagong Technology (000988.SZ), Sifang Optoelectronics (688665.SH), Nanhua Instruments (300417.SZ), Haozhi Electromechanical (300503.SZ), Minxin Co., Ltd. (688286 .SH), Xindong Lianke (688582.SH); Coreless motor manufacturers MOONS Electric (603728.SH), Jiangsu Leili (300660.SZ), Hengshuai Co., Ltd. (300969.SZ); Encoder manufacturer Inovance Technology (300124.SZ), Aopu Optoelectronics (002338.SZ), Eston (002747.SZ)

Humanoid robot manufacturing companies in the midstream include Xiaomi Group-W (01810.HK), UBTECH, Zhiyuan Robot, Zhumi Technology, Dachi, Fourier Intelligence, etc.

Humanoid robots are widely used in downstream applications and cover many companies. Through the analysis of the customer situation of midstream companies, it can be predicted that medical rehabilitation, logistics and automobile manufacturing are the main application areas of humanoid robots. In the field of medical rehabilitation, there are companies such as Pumen Technology, Chengyitong, Xiangyu Medical, Weisi Medical and Mylande. In the field of logistics, there are companies such as SF Holding, Yunda Express, STO Express, ZTO Express, YTO Express and Debon Express. In the field of automobile manufacturing, there are companies such as Changan Automobile, Geely Automobile, BYD, BAIC Motor, Li Auto, GAC Group, Great Wall Motors, Weilai, SAIC Group and Great Wall Motors

Comparison of product layout among leading companies in the humanoid robot industry

Currently, most of the main developers of humanoid robots are technology companies, and there are also many cross-border companies entering the market. Xiaomi Cyberone reconstructs the real world, achieves movement posture balance, and senses human emotions; UBTECH Walker There are huge potentials in many application scenarios; the application scenarios of Dachu Cloud Ginger 2.0 mainly include store promotions, live streaming sales, education and scientific research, cleaning, health care and escorts, and welcome guides; Zhiyuan Robot Expedition A1 is expected to be first used in the industrial manufacturing field , and then gradually move towards to C applications.

Comparison of mass production prospects of leading companies in the humanoid robot industry

On July 20, 2023, at Tesla’s second quarter performance briefing, Tesla CEO Elon Musk said that Tesla has currently produced 10 humanoid robots. The humanoid robot Optimus ("Optimus Prime") is expected to conduct walking tests in November 2023 and practical tests at the Tesla factory in 2024.

However, there are still many challenges in the mass production of Tesla's humanoid robot Optimus. For example, there is no supplier to produce the actuators required by Optimus, and they must be customized, which requires a certain period of time. Generally speaking, in the field of humanoid robots, it is difficult to use relatively low-cost hardware to exert available operation and control capabilities. In addition to some instability in the initial hardware, control solutions for different technical routes on the same set of hardware also require balance and trade-offs.

In addition, the first launch of any new technology or new product is often accompanied by high costs and prices that are difficult for C-end users to reach. This is why innovative technologies are often first deployed in industrial sectors that can afford the high cost of technology. After the technology matures and the cost drops, it finally evolves into consumer products, and humanoid robots are no exception. Therefore, Qianzhan conducts a comparative analysis of the major domestic humanoid robots from the perspective of mass production prospects: UBTECH Walker has achieved controllable costs and stable mass production delivery; Tesla Optimus will be mass-produced by the end of 2024; Dacheng GingerXR is expected to be launched in 2025 It can be mass-produced on a large scale; Fourier GR-1 will be mass-produced and delivered within 1-2 years. The general-purpose humanoid robots of Xiaomi Cyberone, Zhuiwan Technology and Yushu Technology do not yet have mass production capabilities, and have not released mass production plans.

In the humanoid robot industry, the comparison of the technical strength of technology giants is an important issue

The barriers to entry for humanoid robots are high, and technology giants have R&D capabilities and software foundations. Leading technology companies, such as Tesla, Tencent, OpenAI, Xiaomi, etc., have deployed humanoid robots. Compared with the four major families of industrial robots, they may have less accumulation in mechanical hardware, but they have advanced software such as visual perception, algorithms, and virtual simulation. It has obvious leading advantages and obvious synergies with the original business. Taken together, Tesla's humanoid robot has the most outstanding advantages. First, it can directly graft FSD perception and algorithm, deep neural network training software and hardware foundation, and has the most top-notch R&D team; second, it has a mature automotive supply chain and cost reduction path. Clear; third, Tesla Automobile Factory provides the first application scenarios.

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