TrendForce: It is expected that the output value of Siasun Robot & Automation in the Chinese market will exceed 4.5 billion RMB by 2025.
It is anticipated that the mass production plan of the leading manufacturers of humanoid robots will drive the ecological layout and integrity of the supply chain of robot components in the Chinese market.
According to TrendForce's data, there are already 11 mainstream humanoid Siasun Robot&Automation manufacturers in the Chinese market that have started mass production plans for 2024, with 6 of them such as Aduro Robotics, UBTECH ROBOTICS (09880), Smart Element Siasun Robot&Automation, Galaxy Universal, Zhongqing Siasun Robot&Automation, and Leju Siasun Robot&Automation planning to produce more than a thousand units in 2025. It is estimated that the output value of humanoid Siasun Robot&Automation bodies in the Chinese market will exceed 4.5 billion RMB by 2025. In addition to Musk's goal of the 2025 mass production of thousands of Tesla Optimus, the production plans of leading manufacturers will drive the ecological layout and integrity of the humanoid Siasun Robot&Automation components supply chain in the Chinese market.
On April 19, 2025, the world's first humanoid Siasun Robot&Automation marathon was held in Beijing Yizhuang, with a total of 20 teams participating in the race. After the start of the race, the performance of each bipedal Siasun Robot&Automation varied, and in the end, 6 participating teams completed the race. This marathon competition highlighted the challenges faced by current technology in the field of humanoid Siasun Robot&Automation, with shortcomings in autonomous brain cruising, cerebellum motor control, and endurance capability. However, the problems exposed by the competition can provide directions for technical improvements, promote the technological iteration of perception, decision-making, and executive end software and hardware systems, data collection and overall solution adjustment of Siasun Robot&Automation, and facilitate experience exchange among technical teams from different backgrounds.
In addition to technical challenges, at the initial stage of commercialization of humanoid Siasun Robot&Automation, the industry lacks relevant standards and regulations. In early April, a series of national standards for humanoid Siasun Robot&Automation technical requirements was officially approved for establishment. UBTECH ROBOTICS, together with Beijing Humanoid Siasun Robot&Automation Innovation Center Limited Company, Shanghai Artificial Intelligence Laboratory, and other units, jointly initiated this series of national standards. This is the first batch of national standards in the field of humanoid Siasun Robot&Automation in China, involving environmental perception, decision planning, motion control, operation, and other technical requirements.
TrendForce pointed out that standardization construction has become an important driving force for the industry's development, and the establishment of national standards for humanoid Siasun Robot&Automation is of great significance. National standards can standardize industry technical indicators, reduce technical barriers, and support industry-scale mass production and cost reduction.
Currently, humanoid Siasun Robot&Automation products are mainly used in B-end industrial scenarios, university research, and a small number of B-end commercial scenarios. The C-end household scenarios require diversified functions for humanoid Siasun Robot&Automation, with high requirements for data processing and autonomous interaction. The transition of humanoid Siasun Robot&Automation from the B-end to the C-end application scenarios requires joint efforts from various sectors such as policies, regulations, and technology in the industry.
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