Why is said to be the year when the humanoid robot industry truly explodes?
Posted: Tue Feb 11, 2025 5:07 am
Since 2022, the A-share humanoid robot sector has experienced six rounds of market fluctuations, and thematic investment in the sector has become increasingly prominent.
Among them, the continued deepening of the industrialization process of humanoid robots represented by Tesla Optimus is the main driving force of the market, and the accelerated development of artificial intelligence and the introduction of corresponding policies provide important catalysts.
In January this year, Tesla released another blockbuster news: the third-generation Optimus prototype will be released in the next few weeks.
Moreover, as Optimus has made significant improvements in job seekers data motion control, dexterous hands, actuators, etc., and has a good Gen-3 hardware foundation, Optimus's mass production plan has a clear timeline - the mass production plan will reach thousands of units in 2025, and the output is expected to increase 10 times in 2026 (50,000-100,000 units), and is expected to increase another 10 times in 2027 (more than 500,000 units).
The proposed timeline for mass production of Optimus has an extraordinary catalyst effect on Tesla's robot supply chain. For example, the stock prices of supply chain companies Sanhua Intelligent Control, Top Group, Green Harmonic, and Ming’s Electric have begun to react this week.
Driven by industry leaders, humanoid robots are expected to enter industrial and household scenarios starting from 2025. Last year’s domestic policies and corporate participation all foreshadowed the rise in the sector’s prosperity.
On the one hand , the supply side is booming.
In the second half of last year, many major manufacturers announced their plans to develop humanoid robots. First, in November, Huawei signed a strategic cooperation memorandum with 16 companies. At the end of the year, BYD and Xiaomi announced recruitment for humanoid robot-related positions. Last week, Open AI also released recruitment information, indicating that it is reorganizing its robotics department.
Among them, the continued deepening of the industrialization process of humanoid robots represented by Tesla Optimus is the main driving force of the market, and the accelerated development of artificial intelligence and the introduction of corresponding policies provide important catalysts.
In January this year, Tesla released another blockbuster news: the third-generation Optimus prototype will be released in the next few weeks.
Moreover, as Optimus has made significant improvements in job seekers data motion control, dexterous hands, actuators, etc., and has a good Gen-3 hardware foundation, Optimus's mass production plan has a clear timeline - the mass production plan will reach thousands of units in 2025, and the output is expected to increase 10 times in 2026 (50,000-100,000 units), and is expected to increase another 10 times in 2027 (more than 500,000 units).
The proposed timeline for mass production of Optimus has an extraordinary catalyst effect on Tesla's robot supply chain. For example, the stock prices of supply chain companies Sanhua Intelligent Control, Top Group, Green Harmonic, and Ming’s Electric have begun to react this week.
Driven by industry leaders, humanoid robots are expected to enter industrial and household scenarios starting from 2025. Last year’s domestic policies and corporate participation all foreshadowed the rise in the sector’s prosperity.
On the one hand , the supply side is booming.
In the second half of last year, many major manufacturers announced their plans to develop humanoid robots. First, in November, Huawei signed a strategic cooperation memorandum with 16 companies. At the end of the year, BYD and Xiaomi announced recruitment for humanoid robot-related positions. Last week, Open AI also released recruitment information, indicating that it is reorganizing its robotics department.