From the cool car robots in “Transformers” to the cute mechanical dog “Clumsy” in “The Wandering Earth,” people are imagining the future of robotics in the second dimension and science fiction.

In the three-dimensional real world, with the iteration of artificial intelligence, big data, cloud computing, Internet of Things and other technologies, robots have reached an inflection point in development. Especially in the past two years, humanoid robots have set off a boom and become a new direction for technology companies to aim at. In 2022, Tesla launched the humanoid robot “Optimus Prime”, Amazon invested in the robot “Digit”, and Samsung also invested in the bipedal walking robot “HUBO”, and the competitors on the track continue to increase.

When each family is competing in Central China, the pioneer Youbi technology has already had a commercial case, “Walker” as the world’s only humanoid robot that can be mass-produced and delivered, successfully exported to Saudi Arabia’s new future city project. On the evening of January 31, You must choose technology submitted an application for listing in Hong Kong, sprinting “humanoid robot first share”, at the same time, it is also the first IPO application across hard technology and intelligent manufacturing in the year of the Hong Kong stock Rabbit.

Although the current hard technology unicorns generally face losses and other controversies, but the artificial intelligence industry has been spiraling forward, the best technology is still in the development period, with the development of application scenarios, the industrial chain and commercialization of humanoid robots will be more mature.

Goldman Sachs expects the market to reach $154 billion by 2035 under the Blue Ocean market scenario, nearly a third of the global electric vehicle market and the global smartphone market by 2021.

In the face of huge potential development space, there will be more and more new entrants on the field, who will stand on the C position and become a “super player”, which will test the comprehensive strength of enterprises from technology, supply chain to commercialization.

Humanoid robots rise together

In recent years, the humanoid robot wind, a time of science and technology companies competing to layout, the current subdivision of the field is still growing, the pattern of the rough period is uncertain. The contestants on the field can be roughly divided into three categories.

One is tech giants such as Samsung and Amazon. In 2023, Samsung launched a two-front attack, announcing at CES that it would launch a human assistant robot named EX1 this year, and on the other side, it will invest 59 billion won in the first investment of the year in Rainbow Robotics, a humanoid robot company in South Korea. Amazon’s Industrial Innovation Fund has invested in Agility Robotics, which developed the Digit humanoid robot.

The second category is auto giants such as Tesla, which will debut humanoid robots in 2022. Musk said that the Tesla robot was originally positioned to replace people doing repetitive, boring and dangerous jobs, but the vision is to make it serve the daily work of thousands of households.