Compared to the meteoric rise of DeepSeek, the humanoid robots in 2025 warrant even greater attention
Since November 2024, humanoid robots have surged nearly 30%, outpacing the broader market, and continue to outperform AI, remaining the strongest-performing sector into the beginning of this year. The industry's shift towards mass production is gaining momentum!
Sector 1: The Rapid Rise of Unitree Technology
Unitree Technology initially made its mark with high-performance quadruped robots, securing the top market share in the global quadruped robotics sector. With fully self-developed core components and algorithms, Unitree developed the humanoid robot G1 in just two years, capturing widespread attention by showcasing it on the Spring Festival Gala stage. The company's remarkable cost-reduction capabilities have sent shockwaves through the industry, highlighting the maturing software and hardware conditions of the humanoid robot supply chain.
Sector 2: Why is Huawei's Strong Entry So Significant?
Huawei's entry into the humanoid robot sector is particularly noteworthy because, unlike Elon Musk's more optimistic approach, Huawei's corporate culture is known for its caution. The company does not engage in unprepared ventures!
Public information reveals that as early as April 2022, Huawei began focusing on humanoid robotics, signing a cooperation agreement with CloudMinds Robotics. In November 2024, Huawei made its formal entry by establishing an Intelligent Innovation Center and signing memorandums of understanding with multiple companies, officially laying the foundation for the humanoid robot supply chain. This marks a solid step forward toward mass production.
Sector 3: Tesla’s Mass Production Plan
In January 2025, Elon Musk updated the mass production plans for Optimus at the CES conference, revealing plans to produce thousands of units in 2025 and conduct initial testing at Tesla's factories. Tesla has finally moved from prototype to mass production, and its technological leadership remains the strongest driving force. It’s clear that the next trillion-dollar market, led by the wave of humanoid robots, is rapidly approaching!
Definitely, the most headline-grabbing news comes from Unitree Technology, as their Unitree H1 and G1 humanoid robots officially launched on February 12, 2025, for the first time on China’s e-commerce platform JD.com. Both models showcased their exceptional performance and innovative design on the stage of the Chinese New Year Gala and through their technical specifications.
Currently, the Unitree G1 is priced starting at $13,600 on JD.com, with an estimated delivery time of 45 days. The Unitree H1 is priced at $89,000, with delivery expected in 60 days.
The Unitree G1 is more affordably priced and features reinforcement learning-driven imitation, "upgrading and evolving every day," with highly dexterous hands capable of manipulating various objects. The Unitree G1 weighs approximately 35 kg and stands about 127 cm tall. As of 18:16 Beijing Time on February 12, 2025, the first batch of Unitree G1 and Unitree H1 has already sold out!