In addition to local manufacturers, multinational companies taking root in the Chinese market have also injected fresh blood into the industry chain. In January, Figure, a humanoid robot startup, reached an agreement with BMW to introduce its first robot, Figure01, into BMW's automobile manufacturing plant.
The combined efforts from different angles are accelerating industrial development, and the increasingly perfect industrial chain will greatly reduce the cost of the entire machine. It is expected that the scale effect will become a reality, and product prices will become more affordable and reasonable in the future.
05 Conclusion
Goldman Sachs once predicted that the global humanoid robot market is expected to reach US$154 billion by 2035. From technological innovation, industrial upgrading to the liberation of productivity, humanoid robots are undoubtedly becoming a track that all parties are paying close attention to.
As for humanoid robots, since it is difficult to make profits in the short term, it is a fertile ground that requires long-term cultivation. The current investment boom and industrial planning only outline its future blueprint, and its true value still needs time to be tested.
It is undeniable that humanoid robots are still in the early stages of commercialization. UBTECH still needs to further improve in many aspects such as technology and application scenarios, and its profits are unlikely to support such a high market value.
However, investment often has a certain degree of overdraft. Humanoid robots are highly anticipated as the next generation of intelligent terminals, and with the release of a number of innovative technologies, their market prospects are undoubtedly highly optimistic. Investors are betting that "the future has come", and UBTECH has therefore fully enjoyed the imagination premium, and its stock price has soared.
But in general, the prospects for humanoid robots are very bright, and the demand is real. But when will that beautiful "future" come? It is too early to draw a conclusion now. As for commercialization, everyone is still in the stage of "crossing the river by feeling the stones". "Silicon steps a thousand miles" is also a true portrayal of the industry.
No innovation can happen overnight. It takes time and requires the joint efforts of industry, capital, government and other forces. Only by finding a balance between opportunities and challenges can humanoid robots truly take off.
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