The Chinese robotics company is leveraging its dominance in quadrupeds.
Having spent a considerable amount of energy studying the robotics world, this is 🎯
We just published a deep dive on why Unitree is going to dominate global robotics. Timing could not be better. (2/2) https://newsletter.semianalysis.com/p/chinas-unitree-will-dominate-global
Positive users highlight Unitree's manufacturing edge and iteration cycles as drivers of robotics dominance, while negative users question report credibility over alleged fake images and PRC software backdoors.
@SemiAnalysis_ 这在中国已经不是什么秘密了，在西方世界当惊为天人
@SemiAnalysis_ For those who would prefer safe & transparent Open Source software running their Unitree robots (instead of Unitree-native reporting home to the mothership and with PRC backdoors), use @DimensionalOS.
Get it: https://github.com/dimensionalOS/ More: https://dimensionalos.com/
@SemiAnalysis_ Their robots already dominate small children. Already beating them down on the regular.
We just published a deep dive on why Unitree is going to dominate global robotics. Timing could not be better. (2/2) https://newsletter.semianalysis.com/p/chinas-unitree-will-dominate-global
@Suhail you're endorsing this? AI generated, fake images of a teardown?
@SemiAnalysis_ Manufacturing becomes their competitive advantage. They will likely follow agibot in open sourcing their training data, sell more robots and build the data flywheel
@SemiAnalysis_ @grok i am a beginner in robotics. can you please explain in detail?
@Suhail Do you think general purpose robots are close?
@varun_mara No way
@SemiAnalysis_ By their own disclosure, they spent less than $20M on research each year. Also, $300 M on R&D is not even that much
@SemiAnalysis_ Iteration cycles lead to such market dominance. Feedback to Feature output should be timed & marketed well. @UnitreeRobotics has been able to do it.
@SemiAnalysis_ #semi is #133 .
@SemiAnalysis_ @IlirAliu_ Yep. Just as the US bans them.
@SemiAnalysis_ #266 9/30/2019
@SemiAnalysis_ No publicly available, verified MTTF (Mean Time To Failure) or MTBF (Mean Time Between Failures) data exists for Unitree robots, so how can anyone honestly make the claim that "Unitree is going to dominate global robotics"?
Unitree produces affordable Chinese robot dogs and humanoids (G1). The DoD listed them on Section 1260H for military-civil fusion ties, potentially restricting US business.
Analysis says they'll dominate robotics anyway: cheap production via vertical integration and China's supply chain lets them ship thousands now, while others lag on cost and scale.
Beginner note: Robotics designs machines that move and perform tasks. Unitree highlights how low prices and fast iteration from real manufacturing can lead the industry.
@SemiAnalysis_ @dylan522p has anyone taken this report to Unitree to get their thoughts?
@Suhail studying robotics just to confirm a take feels like a power move
were you already convinced or did something flip?
@Suhail If hardware costs were the only factor determining the success of a hardware company, then they would win
But as other industries have shown, it’s not. They are going to do well for sure
@SemiAnalysis_ Great article!
All things Unitree here https://valumech.com/makers/unitree-robotics
The Chinese robotics company is leveraging its dominance in quadrupeds.
Having spent a considerable amount of energy studying the robotics world, this is 🎯
We just published a deep dive on why Unitree is going to dominate global robotics. Timing could not be better. (2/2) https://newsletter.semianalysis.com/p/chinas-unitree-will-dominate-global
