As of August 26, 2026, China’s competitive advantages in the field of humanoid robots mainly lie in hardware manufacturing. Relevant reports indicate that China has reached international advanced levels in mass production capabilities and cost control for core components such as batteries, motors, and reducers, establishing a significant supply chain advantage. However, in software aspects such as artificial intelligence algorithms, multi-modal perception fusion, and autonomous decision-making in complex scenarios, China still faces technical bottlenecks and has not yet achieved full leadership. Currently, the industry consensus is that China’s development of embodied intelligence exhibits a structural feature of “strong hardware and weak software.” In the future, it will be necessary to focus on overcoming the challenges related to the coordination of underlying large models and real-time control systems in order to transition from a manufacturing powerhouse to an intelligent powerhouse.
The OpenMind report indicates that the competition in the field of humanoid robots will be determined by magnets, gearboxes, and electrical engineers, rather than artificial intelligence. The report believes that the hardware foundation is the key to China’s advantage in humanoid robots.