- About Us
-
Research Report
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Agent
Humanoid robot manufacturers 1X Technologies and Boston Dynamics have both enhanced their products' adaptability to unstructured environments through model updates in mid-to-late January 2026. Looking at the current status of the overall industry, the maturity of capabilities among AI models is becoming the primary driving force, as hardware development converge in specifications. However, like AI in other fields, there are also limitations and risks when applied to humanoid robots, which scale with the effectiveness of their training.
At CES 2026, robotics emerged as the exhibition’s sixth-largest product category. Over 600 companies invested in related software and hardware across household, cleaning, logistics, and industrial sectors. Boston Dynamics’ Atlas formally entering mass production exemplifies the industry’s direction. Its design minimizes anthropomorphic features in exchange for greater stability, efficiency, and field readiness, while its initial deployment in factories highlights that industrial application remains the priority for commercialization.
As we enter 2026, our quarterly reports will continue to track and analyze the latest developments of core companies in the humanoid robot industry, and will also provide in-depth analysis of key components affecting product performance, as well as the corresponding supply chains, in conjunction with current events. Finally, we will forecast the overall industry trend for the year and the growth opportunities and potential challenges for the next quarter.
Chinese humanoid robot startup Galbot announced an investment of US$300 million to bolster the mass production and commercial deployment of AI-empowered mobile arms. Another Chinese company, LimX Dynamics, introduced its new product, TRON 2, which breaks product classification boundaries with its capabilities in modularity and form transformation. Before humanoid robots are widely adopted, companies are using "mobile robotic arms" as a transitional solution before the large-scale application of humanoid robots.
The world's largest robotics event, the International Robot Exhibition (iREX), took place in Japan in early December 2025. This year's theme, "Sustainable Societies Through Robotics," aimed to explore how robotic technology can address global challenges such as labor shortages, aging populations, and climate change.
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.
Research Areas:
Industry News
