In a recent discussion on AI advancements, Tan Min, Chief Brand Officer of UBTECH ROBOTICS, shared insights on the future of humanoid robots and AI models.
When addressing the perception that "Chinese robots only perform while American robots work," Tan Min noted this view is overly simplistic. While Chinese robots are often seen in entertainment roles like singing and dancing, companies like UBTECH and others are rapidly integrating large AI models into humanoid robots, focusing on vertical applications across industries.
Tan emphasized that Chinese humanoid robots are leading in real-world applications, whereas U.S. counterparts like Tesla Motors prioritize massive AI investments. However, China's strength lies in its robust supply chain and industrial ecosystem, positioning it to potentially set global standards for humanoid robotics.
**AI Models and Humanoid Robots** The rise of large language models (LLMs) has significantly enhanced humanoid robots' cognitive abilities, enabling better interaction and reasoning. However, Tan pointed out that LLMs primarily rely on 2D internet data, lacking real-world contextual understanding. The next breakthrough, he argued, will come from integrating computer vision, allowing robots to interact with the physical world more effectively.
**Commercial Viability and Challenges** UBTECH aims to deliver 500–1,000 units this year, scaling to 3,000–5,000 by 2025 and 10,000 by 2027. Tan stressed that mass production without commercial validation is meaningless, contrasting Tesla Motors' ambitious but unverified 1-million-unit target.
**Profitability and Market Outlook** UBTECH expects to achieve breakeven within 2–3 years, driven by revenue growth and cost control. Tan highlighted China's advantage in manufacturing and smart factory adoption, which could solidify its role in shaping industry standards.
**Investment and Industry Trends** While AI and robotics investments are booming, Tan and analysts caution against speculative hype. Unlike the dot-com bubble, today's AI-driven robotics have tangible applications, though market consolidation is inevitable.
**Future of Humanoid Robots** Tan envisions humanoid robots as China's next major industrial sector, following home appliances, smartphones, and EVs. With 80% of advanced factories being built in China, the country is well-positioned to lead in robotics innovation and standardization.
Ultimately, Tan believes China's humanoid robotics industry will thrive by focusing on practical applications, leveraging its industrial ecosystem, and driving global standards.
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