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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.
COMPUTEX 2025 was convened for four days in mid-May, and invited 1,400 suppliers to showcase how AI is currently actuating industrial upgrades. The grand event focused on “AI NEXT” as this year’s topic as a continuance from “Connecting AI” of 2024, and carried on with the concentration on products related to AI, where various applications that came to fruition on-site also symbolize how the industry is marching towards a new era of AI empowerment.
On April 26, 2025, Chery, in collaboration with the AiMOGA team, completed the global delivery of the first batch of 220 AiMOGA humanoid robots, marking the first delivery of humanoid robots by an automotive company. In March, Chery’s humanoid robots had already been deployed in Malaysia to work in automotive 4S dealerships. Chery announced a three-step strategic plan for the AiMOGA robots: initially focusing on in-depth applications in 4S dealership scenarios to bring intelligent transformation to car sales; subsequently expanding into public service sectors such as supermarkets and government services to enhance service efficiency and quality; and ultimately entering the household service domain as intelligent home companions.
Robotics Summit & Expo is a premier event in North America dedicated to the exploration of commercial robotic technology. It took place from late April to early May 2025 in Boston, USA, bringing together over 200 companies to showcase their latest advancements in the design, development, manufacturing, and commercialization of robots. The event covered a wide array of industries and applications, including industrial automation, medical robotics, AMRs/AGVs, autonomous navigation, AI-driven control systems, and humanoid robots.
On April 1, 2025, Leju Robotics announced that its Kuavo humanoid robots have been deployed in batches at the FAW Hongqi factory, where they are officially taking on logistics sorting and handling tasks. In June 2024, Leju’s Kuavo robot made its debut at the Huawei Developer Conference and was integrated with Huawei’s Pangu large model. In November 2024, Huawei's Global Embodied Intelligence Innovation Center officially began operations, with Leju Robotics among 16 humanoid robot body and supply chain companies signing on as participants. Notably, Leju is currently the only humanoid robot body manufacturer in Huawei’s supply chain.
In mid-March 2025, Figure AI officially announced its first large-scale humanoid robot production facility, dubbed “Bot Q.” The company’s development team initiated this project after examining the manufacturing processes of the Figure 02 robot, where they identified that component count, manufacturing processes, and production techniques significantly affected assembly time. To address these challenges, the development team focused on streamlining the number of components, reducing tolerances, and enabling flexible production. The team also collaborated with external suppliers in the development of components and parts. This, in turn, led to the construction of this smart factory designed for the assembly and testing of humanoid robots.
1. Analysis on Dynamics of Major Manufacturers
2. Key Product Specifications
3. Analysis on Key Components
4. Dynamics of Key Component Suppliers
5. Quarterly Development of the Industry
The In-Depth Research Report on Humanoid Robots for the First Half of 2025 begins with a review of the robotics industry, summarizing manufacturers’ major strategies and latest developments in technological R&D, commercial application, and more. This is followed by a thorough account of the major sections of the robotics industry’s supply chain. Furthermore, the report lists the top 50 robotics companies headquartered both inside and outside Mainland China, outlining their development priorities in different related fields.
For key components and technology, based on customer feedback and market interests, this report focuses on the development trends of chips, sensors, and other critical parts in humanoid robots. Additionally, the report includes strategic analyses of several leading international humanoid robot developers, providing insights into technological development trajectories through the actions of industry leaders.
In the final section, our research team offers industry forecasts for the second half of 2025 and projects the annual total value of the global humanoid robot market from 2025 to 2035. This projection leverages a diverse array of data sources. Here, the report also forecasts various development scenarios for the year 2040.
NVIDIA’s grand annual event GTC (GPU Technology Conference) is convened from March 17th to 21st 2025, and probes into topics including (1) Science and Computing: exploration of life sciences, climate solutions, quantum computing, and energy efficiency; (2) Physical AI and Robotics: exploration in future technology through studies, robotic training, digital twin, and improvement in design coordination; (3) Customer Experiences: comprehension on optimizing client experience through agentic AI and recommendation systems; (4) Productivity and Process Automation: improvement of enterprise productivity through automated processes, decision support, inventory management, and data analytics driven by AI; and (5) Tools and Training for Developers: exploration in generative AI, performance optimization, and CUDA required by development personnel. All related topics are centered around AI technology, where multiple sessions of forums and product presentations exhibit how computing power generated by the stacking of hardware and software is able to enable power to a diversified number of industries, as well as introduce NVIDIA’s focus for the next step of AI progression.
In recent months, local governments across China have actively introduced policies to support the development of embodied intelligence. From late February to March 2025, cities such as Beijing, Hangzhou, and Shenzhen have released detailed three-year industry roadmaps, setting clear objectives for technological advancement and commercialization. Notably, embodied intelligence and intelligent robots were mentioned for the first time in the 2025 Government Work Report, presented during this year’s National Two Sessions.
According to TrendForce, these provincial and municipal policies not only define key technological breakthroughs and commercialization strategies but also accelerate real-world adoption through financial incentives and targeted application scenarios. With strong policy backing, the industry is poised for rapid growth. As technology advances and practical use cases expand, embodied intelligence is expected to play a transformative role in sectors such as intelligent manufacturing, healthcare, and household services. Furthermore, the coordinated efforts of regional policies will drive the development of a robust industrial ecosystem, strengthening China’s global competitiveness in embodied intelligence.
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