In the war of humanoid robots, those from the United States dance and those from China work by the piece. It is not a technological issue

The United States and China are fighting a technological battle with two very clear strategies: one visible and the other invisible. The invisible is that of the artificial intelligence, the fight between models and the basic technological development. The visible one is the creation of data centersthe development of next generation networks and robotics. Because it is the robots that are at the center of that technological race between the two powersbut while one country shows them jumping, the other is making them work.

The difference is not technology or money: it is state support. However, as with so many things, there is a trick to it.

Priority. China has put robotics at the center of its technological development program for the coming years. The new Five-Year Plan, the roadmap in which the country points out the objectives that it will try to achieve over the next five years, robotics is in a privileged place next to the development of the chip ecosystem or the 6G networks.

This is a state issue, a national priority that marks a deliberate shift from assembly line robotics, the ‘simple robots’ of traditional automation, to one with built-in artificial intelligence and a greater range of functions they can perform. Humanoid robotics is not new and, in fact, Boston Dynamics is the company that has been demonstrating its products for years.

But while the demonstrations by American companies consisted of making their vehicles dance or do somersaults, humanoid robotsChina has been showing them at sporting events and in impressive showsbut it is also putting them in front of stores.

to work. There are already stores in Beijing that are operated by humanoid robots. They are independent, serve users and do not need human supervision (unless they are like this japanese robot). They are also turning them into guides in museums and stores, but beyond that public-facing work, there are important groups that are incorporating humanoid robotics into their workforce.

An example is CATL. The electric vehicle battery giant began deploy humanoid robots at its Zhengzhou plant. Their task is one considered high risk for human workers: connecting high-voltage battery plugs on an assembly line. The robots are made by a startup called Spirit AI and feature a vision-language-action AI model. According to the company, they are having 99% success in connections, they triple the work that a human can do and, obviously, they do not need breaks.

But it is not only private companies that are deploying this technology. The State Electricity Grid Corporation has intended 6.8 billion yuan, about 1 billion euros, to acquire 8,500 robots with AI. The intention is to deploy them in 26 regions to inspect and maintain power lines.

It has a trick. Returning to the comparison with the United States, there is something that stands out: the valuation of the companies. While Chinese powers like Linkerbot are valued at 6,000 million dollars, the American Figure is valued in 39,000 million. The key is that Figure has shipped far fewer units to the market, something largely dominated by Chinese companies. Analysts expect both countries to develop markets of similar size, but China currently leads by far in the early commercialization of humanoid robots.

Now, not all the mountain is oregano and, in the last report of the International Federation of Robotics highlights that, although China is dominating the deployment of robots globally (humanoids and non-humanoids), the mass market will still take several years to arrive. According to that document, there are more than 150 humanoid robot developers currently operating in the Chinese market, a market that will represent in 2025 more than 85% of the 15,000 humanoid robot installations worldwide. USA represents 13%.

However, what the IFR also says is that much of that deployment remains limited to demonstrations or pilot projects, not a replacement as such for the human workforce. That is to say, there are companies that are already using robots on a large scale (the examples of CATL and the State itself), but within the figures that are used to talk about this Chinese dominance also include those pilot programs or robots that are dedicated to playing sports and dancing, as in the United States.

Need. In any case, there is something undeniable: China is betting very hard and very quickly on robotics, be it humanoid or that of the ‘robodogs’ that are already using in military forces or in divisions of firefighters. And the reason is that the country is facing a precipice: that of the demographic pyramid. The accelerated aging of its workforce, together with new generations that are not willing to work for a decent wage, are accelerating the implementation of robots to improve productivity and efficiency in various sectors.

China is not the only one. Japan is also experiencing with robotics in day-to-day jobs because it faces the same problem of population aging. And Samsung, part of a South Korea that is also experiencing a demographic crisis, has already indicated that it has a great plan underway to automate its factories with humanoid robots controlled by a central AI.

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