The rapid evolution of humanoid robots has become a focal point in the tech industry,heralding an era where artificial intelligence serves as the bedrock for innovation.This surge of interest isn't just confined to established giants like Tesla and Boston Dynamics; it also welcomes a new wave of startups eager to carve out their niche in the predictive landscape of a trillion-dollar market.With the recent introduction of NEO,a bipedal humanoid robot aimed at home use by the startup 1X,the realization of widespread commercialization is inching closer.

The relentless progression of humanoid robots is evidenced in the latest demonstrations by tech stalwarts such as Boston Dynamics,which showcased Atlas,its robot designed for autonomous operation.In a recent video,Atlas executed a series of industrial tasks that involved transferring a car engine cover from a container to a moving cart,seamlessly portraying a real-world factory environment.Boston Dynamics claims that Atlas operates on advanced machine-learning algorithms that empower it to adapt in real-time to environmental shifts,all without explicit commands from humans.

Meanwhile,Tesla introduced its latest iteration of the humanoid robot,dubbed Optimus Gen3.In its demonstration,the robot impressed observers with notable enhancements in intelligence,agility,and weight management.Optimus Gen3 features a highly articulated hand with 22 degrees of freedom,enabling it to perform intricate tasks like playing the piano.This embodiment of dexterity,combined with a human-like forearm powered by tendons,showcases the significant strides these robots are making in skillful execution.

The competitive landscape for humanoid robots is not limited to tech giants; it also includes emerging startups like 1X and Figure AI,which are buoyed by investments from industry heavyweights such as NVIDIA and OpenAI.These partnerships have provided critical financial backing and technological support.NVIDIA and Meta have recently rolled out tools for training robots,while platforms like NVIDIA's AI agent,Eureka,offer capabilities to teach robots complex maneuvers.

The allure of home-automation through humanoid robots has garnered significant interest from investors as well.Tesla’s CEO,Elon Musk,has indicated ambitious plans to deploy thousands of humanoid robots into the workforce by 2025,with full-scale commercial production set to commence by 2026.He envisions this as potentially Tesla's most substantial product to date.In contrast to the scale of industrial applications,home-use robots like NEO are breaking ground and entering the market sooner,as evidenced by the recent launch by 1X of their next-gen NEO humanoid robot,now available for commercial sale.

Videos released by 1X illustrate NEO's capability to manage various household chores,such as organizing kitchen utensils,delivering items,and brewing coffee—tasks that require a blend of efficiency and precision.The company has set a price point that aims to align with a budget comparable to an economy car,thereby making it accessible to a broader audience.They anticipate initiating production next year,with plans to ramp up output significantly in subsequent years.

This burgeoning startup is underpinned by a robust array of investors,including OpenAI,as well as global investment firms like SoftBank and EQT.In the Chinese market,Zhongjian Technology has also invested in 1X,thereby affirming its belief in the growth potential of humanoid robots.Bao Jialong,the Vice General Manager and Chief Strategy Officer of Zhongjian Technology,highlights that the marriage of their robotics ambitions with the capabilities offered by OpenAI's advanced models fosters rapid iterations and profound learning capacities.This synergistic approach is set to facilitate a broader application of humanoid robots in daily life.

Investors like Zhou Guangpu emphasize that a key hurdle for integrating humanoid robots into everyday scenarios lies in their weight.The industry consensus suggests that the ideal weight for home assistance robots should not exceed 40 kg.Currently,the NEO model weighs around 30 kg,while Tesla's humanoid robot is heavier at 73 kg.Addressing weight will prove critical for the successful adoption of humanoid robots in domestic settings.

What's exciting about this sector is the promise of new horizons within the Chinese supply chain.As humanoid robots require intricate systems for both hardware and software,it is paramount that robust supply chains back these endeavors.Zhou points out that Chinese manufacturers are well-positioned to produce essential components such as sensors and motors at competitive prices,thereby slimming overall production costs.

Rather than merely viewing their investment in 1X as a financial opportunity,Zhongjian Technology envisions deeper collaboration.Bao indicated plans to establish a wholly-owned subsidiary,Shanghai Zhongjian Zhike Intelligent Technology Co.,Ltd.,aiming to facilitate international smart robot product collaborations.He revealed that the launch of 1X's humanoid robot product will provide immense value toward mutual goals in the supply chain.

The palpable excitement surrounding humanoid robots has prompted numerous public companies to signal an interest in joining the supply chain.Shuanglin Co.,a company specializing in automotive components,sees unprecedented growth potential with the advent of humanoid robots.They plan to leverage their expertise in sectors such as threaded and gear processing to explore interconnected opportunities in humanoid robotics.

Golun Automobile Electric similarly commented that the relevance of sensors in both the autonomous vehicle sphere and humanoid robots presents mutual benefit.Meanwhile,materials company Xianglou New Materials is developing products applicable in the robotic field,particularly in slow-down and reduction components.Similarly,Codali sees immense prospects as they explore opportunities in junction components for humanoid robots.

By 2035,Goldman Sachs forecasts that the humanoid robot market could blossom into a $154 billion industry.During the Future Investment Initiative held in October,Musk predicted that the number of humanoid robots in circulation worldwide could surpass the human population in the next two decades,with estimates suggesting a need for at least 10 billion humanoid robots by 2040,each retailing between $20,000 to $25,000.