Humanoid Robot

Tesla CEO Elon Musk predicts the company’s Optimus robots will drive 80% of its future value, potentially reaching a $25 trillion valuation. Facing challenges with EV competition and public perception, Musk aims to shift focus to AI-powered robotaxis and humanoid robots. While Tesla is on track to produce 5,000 Optimus robots in 2025 and deploy them in factories, it trails competitors like Waymo, Unitree and Boston Dynamics in both robotaxi and humanoid robot markets. A recent leadership change in Tesla’s robotics division adds further complexity. Optimus is envisioned as a versatile robot for various tasks.

At the 2025 World Robot Conference, Unitree Robotics CEO Wang Xingxing discussed the pricing strategy for their new R1 humanoid robot (starting at ¥39,900). The R1, designed for development and customization, weighs 25Kg and integrates large language models for multi-modal interaction. Wang explained that the lower price point compared to the G1 reflects a model-specific approach, aiming to increase adoption by offering more affordable options within their robot product lines. Unitree previously launched the H1 and G1 humanoid robots.

UBTECH Robotics secured a RMB 90.5 million contract with MIIX Automobile for robotic equipment, marking the largest humanoid robot order globally. This follows the Walker S2 release with autonomous battery-swapping. UBTECH’s presence is growing, exemplified by the “Tiangong Walker” and increasing production. The company collaborates with automotive leaders and plans to deploy 500 Walker S robots in smart manufacturing. This order validates the cost-efficiency of humanoid robots. UBTECH’s future hinges on technological advancement and commercial deployment expansion.