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In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
Recently, multimillion RMB procurement projects for humanoid robots have emerged in China. Among the winning companies, UBTECH has continued to achieve technological breakthroughs in the domestic humanoid robotics industry, focusing on innovations such as autonomous battery swapping and collective intelligence. The company is actively collaborating with automotive manufacturers to promote smart factory applications, demonstrating significant potential for large-scale commercial deployment.
US policy shifts ease chip export bans, boosting AI server shipments growth; major tech firms expand AI data centers globally.
In 2025, China's humanoid robot market grows rapidly with major investments from tech companies and local governments. Japan’s early research needs more commercialization. Galaxy General announces major funding and new tech advancements.
This report focuses on the humanoid robot industry, analyzing leading manufacturers, product specifications, key components, supply chain activities, and future market trends.
This issue highlights server ODMs, CPUs, GPUs, and key changes in the thermal supply chain. AI servers are the focus, CSPs keep ordering, ODMs prep for new platforms, Meta and Google push in-house CPUs, with rising cooling needs. Geopolitical risks still impact the outlook.
In late June 2025, Google DeepMind introduced a new AI model named Gemini Robotics On-Device. This model further integrates the multimodal capabilities of Gemini 2.5 directly into terminal devices. Its design focuses on edge or terminal inference, enabling humanoid robots to perform complex tasks by integrating language, vision, and sensory inputs, even in environments without communication or cloud connectivity. This approach marks a significant departure from previous AI systems that relied heavily on cloud computing for processing. Consequently, it enhances the practicality of robots in time-sensitive or network-constrained scenarios such as healthcare and disaster rescue.
In 2025, global AI chips focus on high-end HBM memory; NVIDIA’s new Blackwell platform drives growth, amid geopolitical limits and steady AI server demand, with rapid HBM technology evolution toward HBM4 in 2026.
North American CSPs & OEMs drive AI market growth; new Blackwell platform shipments will expand. China's market faces variables due to geopolitics affecting AI solution supply. Overall AI server shipments are expected to maintain double-digit growth.
On May 25, Figure AI CEO Brett Adcock announced that the company’s latest humanoid robot, Figure 03, has achieved bipedal walking, claiming it integrates the most advanced hardware system seen to date. The previous model, Figure 02, is currently undergoing testing at a BMW factory, recently completing 20 consecutive hours of operation. As early as March 2025, Figure revealed that the design of the third-generation model had been finalized, with a focus on cost control and mass production scalability. The company plans to use injection molding and diecasting technologies. As of now, a full video of Figure 03 walking has not been released.
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