"[O]ur intrepid China reporter, Caiwei Chen, has identified a new trend unfolding within China's tech scene: Companies that were dominant in electric vehicles are betting big on translating that success into developing humanoid robots," writes MIT Technology Review's James O'Donnell. "I spoke with her about what she found out and what it might mean for Trump's policies and the rest of the globe..." An anonymous reader quotes an excerpt from the report: Your story looks at electric-vehicle makers in China that are starting to work on humanoid robots, but I want to ask about a crazy stat. In China, 53% of vehicles sold are either electric or hybrid, compared with 8% in the US. What explains that?
Price is a huge factor -- there are countless EV brands competing at different price points, making them both affordable and high-quality. Government incentives also play a big role. In Beijing, for example, trading in an old car for an EV gets you 10,000 RMB (about $1,500), and that subsidy was recently doubled. Plus, finding public charging and battery-swapping infrastructure is much less of a hassle than in the US.
You open your story noting that China's recent New Year Gala, watched by billions of people, featured a cast of humanoid robots, dancing and twirling handkerchiefs. We've covered how sometimes humanoid videos can be misleading. What did you think?
I would say I was relatively impressed -- the robots showed good agility and synchronization with the music, though their movements were simpler than human dancers'. The one trick that is supposed to impress the most is the part where they twirl the handkerchief with one finger, toss it into the air, and then catch it perfectly. This is the signature of the Yangko dance, and having performed it once as a child, I can attest to how difficult the trick is even for a human! There was some skepticism on the Chinese internet about how this was achieved and whether they used additional reinforcement like a magnet or a string to secure the handkerchief, and after watching the clip too many times, I tend to agree.
President Trump has already imposed tariffs on China and is planning even more. What could the implications be for China's humanoid sector?
Unitree's H1 and G1 models are already available for purchase and were showcased at CES this year. Large-scale US deployment isn't happening yet, but China's lower production costs make these robots highly competitive. Given that 65% of the humanoid supply chain is in China, I wouldn't be surprised if robotics becomes the next target in the US-China tech war.
In the US, humanoid robots are getting lots of investment, but there are plenty of skeptics who say they're too clunky, finicky, and expensive to serve much use in factory settings. Are attitudes different in China?
Skepticism exists in China too, but I think there's more confidence in deployment, especially in factories. With an aging population and a labor shortage on the horizon, there's also growing interest in medical and caregiving applications for humanoid robots.
DeepSeek revived the conversation about chips and the way the US seeks to control where the best chips end up. How do the chip wars affect humanoid-robot development in China?
Training humanoid robots currently doesn't demand as much computing power as training large language models, since there isn't enough physical movement data to feed into models at scale. But as robots improve, they'll need high-performance chips, and US sanctions will be a limiting factor. Chinese chipmakers are trying to catch up, but it's a challenge.
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