Inside China’s Machine
Subscribe
Sign in
Home
AI
Robotics
Semiconductor
Landscape
Frontier
Breakdown
Archive
About
Robotics
UBTech’s Humanoid Boom Is Three Numbers Wearing One Coat
A production target, a pile of refundable deposits and a shipment count travel as one story. The company’s half-year report shows 921 full-size…
Nov 6
•
Inside China's Machine
6
1
The Biggest Industrial Robot Maker in China Sold Less in China
Estun has led China’s industrial-robot shipments for six quarters. Its first-half 2026 revenue in China, all products, fell 8.8% to RMB 1,641.0m; market…
Oct 23
•
Inside China's Machine
3
4
China's Humanoid Landscape | Q3 2026
China shipped about 19,000 humanoids in six months, by IDC’s count. Beijing’s year-end target counts working scenarios, not robots, and Unitree’s crash…
Sep 29
•
Inside China's Machine
and
Hugo
2
7
X Square Robot
Founded in Late 2023. No Mass-Production Yet. Backed by All Four of China’s Internet Giants. Valued at $2.8 Billion. A Bet on the Brain, Not the Body.
Sep 24
•
Inside China's Machine
and
Hugo
5
2
Leaderdrive
The Robot Joint That Works By Being Bent. Forty Years of Japanese Monopoly. A Physicist Flew to Tokyo to Look. Six Years to a Prototype. Now Humanoids…
Sep 23
•
Inside China's Machine
and
Hugo
6
2
UBTECH’s Walker S2 and Factory Economics
A humanoid’s factory economics depend on the human work it still requires. UBTECH offers a test of how model reliability becomes labor savings, and who…
Sep 13
•
Inside China's Machine
5
5
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts