The Chinese electric vehicle (EV) market is witnessing a shift as major players are now venturing into humanoid robotics. This move is not only driven by financial reasons but also by the advantage these companies have in terms of robust supply chains and years of experience in developing advanced technology.
In December 2024, Guangzhou Automobile Group (GAC), a Chinese automotive manufacturer, unveiled the third generation of its humanoid robot, the GoMate. This robot is designed to operate in different environments with its variable wheel mobility structure, supporting both four- and two-wheel modes.
In four-wheel mode, the GoMate stands at approximately 1.4m tall and can navigate stairs, overcome obstacles, and climb slopes. Switching to the two-wheel mode increases its height to 1.75m, enhancing flexibility and reducing its spatial footprint. Powered by GAC’s self-developed autonomous driving algorithm, the GoMate can move effectively in dynamic environments, detecting obstacles within a 100m range for safety.
Equipped with advanced technologies like the multi-modal AI sensing system, the GoMate can process various sensory inputs in real-time, making it suitable for high-demand environments requiring precision, efficiency, and adaptability. The robot’s hand can perform intricate tasks, enhancing its versatility, while its lightweight and compact design allow it to operate in confined spaces.
The GoMate aims to address industry challenges related to operational efficiency, safety, and automation in complex environments. By introducing these robots to workplaces to work alongside specialized human workers, productivity is expected to improve.
XPeng, another leading Chinese EV manufacturer, has introduced its first humanoid robot, Iron. Standing at 1.72m tall and weighing 70kg, Iron features 60 joints and 200 degrees of freedom, enabling it to replicate human-like movement. Iron is currently working on production lines at XPeng’s factory, assisting in assembling the company’s upcoming EV, the P7+.
Powered by the same AI technology used in XPeng’s autonomous vehicles, Iron can move autonomously, replicate human postures, and accurately execute manual tasks. With 15 degrees of freedom in its hands, Iron can manipulate objects with the dexterity required for intricate industrial tasks. XPeng intends to deploy Iron not only in automaking but also in offices, retail stores, and homes.
Nio, another major player in the Chinese EV market, has been testing humanoid robots on its assembly lines and is forming an R&D team to develop its own version of the technology in-house. UBTech’s Walker S robot has been used for training purposes at Nio’s manufacturing plants, performing quality inspections and tasks like affixing vehicle logos.
China’s focus on robotics and automation, similar to its dominance in the EV landscape, is evident through initiatives like the Robotics+ program aiming to double the country’s manufacturing robot density by 2025. This rapid development in robotics signifies a trillion-yuan battlefield waiting to be claimed, as highlighted by industry experts and the actions of the Chinese government and leading automakers.
