2024 is heralded as the inaugural year of humanoid robot commercialization. According to a report unveiled at the First China Humanoid Robot Industry Conference, the market size for humanoid robots in China is forecasted to hit 2.76 billion yuan in 2024, with projections indicating a potential expansion into a multibillion-yuan market by 2030.

Humanoid Robot Industry Chain Overview

The humanoid robot industry chain spans multiple segments. The upstream comprises suppliers of components and software systems, encompassing motors, joints, sensors, controllers, operating systems, and more. The midstream involves manufacturers who integrate these components into functional robots, conducting rigorous testing and quality assurance. The downstream segment includes various end-user applications across healthcare, education, disaster relief, public safety, manufacturing, and home care.

Humanoid Robot Industry Chain Diagram

For a comprehensive view of the robot industry chain and related enterprises, visit the Huoshi Creation Industry Data Platform.

Distribution of Humanoid Robot Innovation Centers

A Humanoid Robot Innovation Center is a specialized institution focused on researching, designing, testing, and applying humanoid robot technology. Often established through collaboration between governments, universities, research institutions, and enterprises, these centers aim to catalyze technological advancements and industrial growth in the field. In recent years, innovation centers have sprouted up across various provinces and cities, fostering a widespread network centered on the humanoid robot industry.

Table: Humanoid Robot Innovation Centers

Source: Huoshi Creation Industry Data Center. For detailed data, visit the Huoshi Creation Industry Data Platform.

Geographic Distribution of the Humanoid Robot Industry

Currently, China's humanoid robot enterprises are predominantly concentrated in the eastern region, particularly in the Yangtze River Delta and Pearl River Delta areas.
The Yangtze River Delta, anchored in Shanghai and extending to cities like Suzhou, Nanjing, Changzhou, Hangzhou, and Ningbo, exhibits a multi-nodal development pattern. It boasts strong competitiveness in core components such as motors and reducers, with notable enterprises like CloudMinds, ZHIYUAN Robotics, and Fourier Intelligence active in the manufacturing of humanoid robots and components.
The Pearl River Delta, centered in Shenzhen, boasts a relatively mature humanoid robot industry chain. It harbors influential players in the chip and large model sectors, including Huawei and Tencent, alongside innovative humanoid robot manufacturers like UBTECH, Robotics+, and ZQ Robotics. The region is also home to various component enterprises specializing in diverse fields, such as Orbbec, Aising, MemSense, and RoboSense.
Additionally, Beijing and Sichuan are pivotal regions for the development of the humanoid robot industry. Beijing, leveraging its research prowess and policy support, has emerged as a significant base for humanoid robot manufacturing, hosting renowned enterprises like Xingdongjiyuan, Ligong Huahui, Yinhe Universal, and Iron Man Technology. Sichuan, with Chengdu at its heart, established the nation's first humanoid robot innovation center, achieving numerous world-leading breakthroughs in core technologies related to semantic understanding, reasoning, and execution in humanoid robots.

Table: Selected Humanoid Robot Parks

Source: Huoshi Creation Industry Data Center. For detailed data, visit the Huoshi Creation Industry Data Platform.

Top 20 Cities for Humanoid Robot Corporate Concentration

According to the Huoshi Creation Industry Data Center, China boasts approximately 67,000 enterprises associated with the humanoid robot industry chain, predominantly clustered in 20 cities such as Beijing, Shanghai, Shenzhen, Guangzhou, Suzhou, Hangzhou, and Chengdu. These 20 cities alone host over 45,000 related enterprises, accounting for roughly 67% of the national total.

Figure: Top 20 Cities for Humanoid Robot Corporate Concentration
Source: Huoshi Creation Industry Data Center. For detailed data, visit the Huoshi Creation Industry Data Platform.