Research Reports

Overview

On May 25, Figure AI CEO Brett Adcock announced that the company’s latest humanoid robot, Figure 03, has achieved bipedal walking, claiming it integrates the most advanced hardware system seen to date. The previous model, Figure 02, is currently undergoing testing at a BMW factory, recently completing 20 consecutive hours of operation. As early as March 2025, Figure revealed that the design of the third-generation model had been finalized, with a focus on cost control and mass production scalability. The company plans to use injection molding and diecasting technologies. As of now, a full video of Figure 03 walking has not been released.

Key Highlights

• China's humanoid robot industry is structured around one core (Beijing) and three key regions (Yangtze River Delta, Pearl River Delta, and Chengdu-Chongqing Basin).
• Enterprises and technological innovations, such as advanced drive chips for high power density applications, are accelerating the industry supply chain.
• Amazon is testing humanoid robots for package delivery, utilizing Chinese supply chain products and cutting-edge software technologies.
• The world's first humanoid robot intelligence grading standard has been released, promoting commercialization and multi-scenario applications.
• Honor has entered the humanoid robot market, aiming to build an AI terminal ecosystem, reflecting industry integration trends.
• The Hubei Humanoid Robot Innovation Center has been established to enhance data training and embodied intelligence model development, boosting technological advancement and application expansion.

Table of Contents

1. Market Update

• Major Industry Giants Enter the Humanoid Robot Sector, with New Products Emerging Domestically and Internationally
  • Updates from Overseas Humanoid Robot Manufacturers
  • Updates on Domestic Humanoid Robot Manufacturers

2. TrendForce's View

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