Changan Automobile and Xiaomi are spearheading a significant investment wave into humanoid robotics, as Chinese firms race to integrate artificial intelligence with automotive and manufacturing processes. Changan has announced a US$31.8 million investment in Changan Tianshu Intelligent Robotics Technology, acquiring a 50% stake, marking its formal entry into the sector. The company plans to release prototypes of self-developed humanoid robots next year, with an in-vehicle robot expected in Q1 2026. Its "Xiao An" prototype boasts 40 degrees of freedom and over two hours of battery life.
Similarly, Xiaomi's CEO Lei Jun confirmed ambitions to deploy humanoid robots in factories within five years, leveraging AI for tasks like X-ray inspections that are ten times faster than manual checks. This follows competitive moves by BYD, Xpeng, and NIO, with Xpeng unveiling its second-generation Iron robot for mass production in 2026 and BYD testing robots on factory floors.
However, the National Development and Reform Commission (NDRC) has warned of a potential "humanoid bubble," citing over 150 companies in the space but limited progress beyond pilots. Regulatory oversight necessitates detailed technical documentation and monitored pilot programs to ensure sustainable innovation.
The investments are driving demand for components, with suppliers like Ubtech projecting 1.1 billion RMB in 2025 orders. The humanoid robot market is forecast to reach $6 billion by 2030, with more than 136,000 shipments, and average prices could drop from $75,000 to $25,000 by 2035, expanding potential consumer applications.
