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In late November 2025, the National Development and Reform Commission (NDRC) took the rare step of issuing a public warning, highlighting risks of overheated investment situation, excessive capacity expansion, and herd-like mentality in project development.
Navigation technology is crucial for the development of robots, as it supports a variety of tasks. Recent strategic moves by companies such as Galbot and NEURA, along with developments by Agility and Apptronik, underscore the importance of navigation technology.
1X NEO remains at the stage of product experimentation. Its joint flexibility, endurance, and self-decision-making capabilities are not yet sufficient to support fully autonomous household tasks. However, its value lies not in immediate functional completeness, but in a data-first strategy.
Figure AI has made significant advancements in both the structural and system integration aspects of its latest product, the Figure 03. Compared to previous versions, the new model features simplified components and manufacturing processes, which shorten the production cycle and improve cost efficiency. The technological features of Figure 03 also point to its readiness for commercial deployment.
The global robot industry is currently marching towards a new phase of diversified applications and smart upgrades. Installations of industrial robots had doubled over the past decade, where market focuses have been gradually shifting to general production, logistics, health care, and service sectors.
This quarterly report continues to track and analyze the latest developments of key humanoid robot companies, providing an in-depth analysis of the core components and supply chains that influence product performance. Finally, it forecasts the overall industry's growth opportunities and potential challenges for the next quarter.
This report reviews the humanoid robot industry through the second half of 2025, focusing on three key areas: new complete product launches, technological R&D, and strategic deployment. Regarding key components and technologies, it specifically examines the trends and challenges in MOSFET and vision sensor hardware and software, and provides an in-depth analysis of the strategic developments of several international developers. Finally, the report estimates the cost share of each component and provides an industry outlook for 2026, serving as a valuable reference for investment and deployment.
Humanoid robot manufacturers in the US and China are developing pre-trained datasets and new training architectures to enable humanoid robots to adapt to a wider range of applications.
A "capital + data + materials/components" framework signifies China's effort to comprehensively strengthen its humanoid robot industry's dominance across funding, technology, and the supply chain. This overall approach is expected to accelerate the transition of the Chinese humanoid robot industry from achieving isolated breakthroughs to sustaining systematic development.
NVIDIA has released its latest SoC, Jetson Thor, which provides efficient computing power to enable advanced humanoid robots to think more like humans in practical applications. IFR also provides insights into the various stages of application of humanoid robots.
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