The Ledger
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Coogan: China controls 85% of the global humanoid robotics market
“So 5000 units were delivered from each unitary and adubot. By comparison, U.S. Companies, including Tesla and figure, shipped only a few hundred robots each, if that. China is also estimated to control about 85% of the global humanoid robotics market, and also…”
Farid: China has a huge advantage over US startups in vertical robotics integration
“Like the Chinese, like, I think this is a place where China has a huge advantage compared to like a lot of the American startups like Unitree, for example, which I'm sure you guys have seen those videos, like they have built an entire team to build actuators a…”
Steinman: Chinese robotics firms are replicating DJI's US market takeover playbook
“They are absolutely taking that playbook and trying to replicate it as broadly as possible.”
Coogan: Unitree robots can execute specific tasks repeatedly, though not yet generalizable
“Unitry is, is already like, feels like it's scaling up to the point where like unitry robots should be usable in certain locations. Like, they're not generalizable yet, but they're certainly, if you train them on a specific task, they could do that task over a…”