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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.
WRC 2025 showcased various new humanoid robots. The organizers also released industry development trends and application scenarios to shape the short-, medium- and long-term technical and practical axes of humanoid robots.
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.
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.
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.
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