robotique

🤖 HUMANOID ROBOTS: THE FUTURE OF THE WORLD

By 2025, humanoid robot deliveries are still low on a global scale, but the trend is clear: China is dominating the volumes, while American players remain on much smaller series.

✅ The two volume leaders are Chinese, with Unitree and Agibot way ahead

✅ American players like Figure, Agility Robotics, or Tesla are still around 150 units

✅ Price is already playing a decisive role: Unitree has a model priced at $5,900, while many others sit between $20,000 and over $40,000

✅ In other words, the battle won't just be about technology, but also about the ability to mass produce at a low cost

What I find interesting here is that we see a classic pattern in the industry: at first, everyone focuses on pure innovation, and then the topic quickly shifts to mass production.

And in this field, China has a clear advantage in terms of costs, supply chain, and execution speed.

In my view, the real issue is no longer whether humanoid robots will exist commercially.

The real question is: who will capture the volumes, margins, and software ecosystem around these machines?

#Robotique #IA #Investissement