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Chinese Firms Ship 90% of Global Humanoid Robots in 2025

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@Andercot Reminds me of gigafactory economics! Massive volume drives costs down and speeds up iteration. Hard to do when investors want high margins 💪

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Andrew Côté@AndercotTECH

A state-sponsored producer like Unitree isn't trying to keep closed-door demos to preserve optics and opportunity for massive up-rounds in the near future They are making contact with reality early, producing at volume, achieving economies of scale and iterating https://x.com/Andercot/status/2074955955562070326/photo/1

Andrew Côté@AndercotTECH

Bambu labs is one of the worlds fastest growing hardware companies Everything they print can be sent back to China Meanwhile additive manufacturing is a venture 'taboo' after high profile failures like Desktop Metal https://x.com/Andercot/status/2074955957554352419/photo/1

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Users are enthusiastic about Chinese firms shipping 90% of global humanoid robots in 2025 because massive production volumes drive down costs and speed iteration like gigafactory economics.

Based on 1 visible X reactions from 3 accounts; directional sample.

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