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Forget simple AGV transport—the game is now robots that can both "move" and "operate" heavy loads. 🤖💪 Galbot just dropped the S1, its first dual-arm robot with a 50kg (approx. 110 lbs) max payload for fully autonomous work. Close behind, Lumos and Damon Technology launched their own logistics solutions,...

27,177 Aufrufe • vor 7 Monaten •via X (Twitter)

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China's humanoid robotics market is on fire. With orders expected to top 30,000 units this year—a tenfold jump from 2024's total of less than 3,000—2025 is officially shaping up to be the "Year of Mass Production." This surge, driven by an expansion into new sectors like industrial manufacturing, logistics, and elder care, is reflected in a wave of new deals across the industry. Here's a look at some of the key commercial progress: Astribot: A 1,000-unit order for industrial and logistics deployment over two years. TianTai Robotics: Signed a major 10,000-unit order for caregiving robots. Noetix Robotics : Received over 2,000 intent orders in one month, valued at over 100 million yuan, with a focus on education and commercial performances. AgiBot: Expects to ship thousands of units this year and tens of thousands in 2026. Unitree Robotics: Has orders for thousands of units and is one of the most visible products in the industry. UBTech: Aims to deliver 500 industrial humanoids in 2025, with educational robot orders already exceeding 300 units. Robot Era: Delivered over 300 units by July 2025 with 500 more on hand. TLIBOT: Has around 1,000 intent orders. Galbot: Secured orders for its supermarket security robot, Galbot, in 100 stores. AI² Robotics: Has nearly 500 orders for its general-purpose robots for industrial and public service scenarios. But here’s the crucial reality check. While the order boom is exciting, it doesn't automatically translate to fulfilled deliveries. Many companies lack the production capacity to keep up. A significant portion of these are "intent orders" or framework agreements, not guaranteed sales. Furthermore, the market is heavily B2B-focused, with consumer demand representing only about 5% of sales. Some orders are even symbolic, for public relations or strategic purposes. This “order frenzy” is a starting point, not the finish line. The true test for China's humanoid robot industry isn't who can secure the biggest order, but who can consistently deliver on it and build a stable market for the future.

RoboHub🤖

199,146 Aufrufe • vor 1 Jahr

One question that's been on my mind for years now is: could we use regular multimodal LLMs not necessarily trained for robotics to do the high level robotics intelligence part that VLAs and WAMs attempt to do? The latest explosion of powerful opensource multi-modal LLMs has, IMO, begun to make this possible due both to intelligence and speed. This is GLM 5.3 Flash, which has vision understanding, but isn't meant to be a VLA/VLM/WAM/robotics model at all, controlling an XGO mini wheeled robot quadruped with an arm & gripper. GLM 5.3F simply has access to the robot's high level SDK for controlling movement, arm joints, open/close gripper...etc. It analyzes the frames from the camera and makes adjustments all on its own to solve the task. Nothing was trained here, nothing fine-tuned for this task. Z AI did not make this model for robots and tbh I think they're surprised this works when I talk to them about it! This also works quite well with DSV4F + a vision capable model like Qwen 3.8 27B. I havent tried JUST Qwen 3.8 27B, but I'm sure it works too. I like the "logic" to be a model that's as fast as possible (but still intelligent). There's also an experimental vision version of DSV4F, I'm confident that'll work too and might even be better bc the full loop might be the fastest of all with this model. An obvious question you might wonder is: well why not use VLA or VLM? The hard part about robotics isn't object detection, that's long solved. This also isn't a solution for gait/locomotion...yet, but I actually don't think this is far away either and I've done some experimentation with LLMs in this space in the past and it does show promise. It might actually already be here for quadrupeds, since you dont need super fast IMU readings to maintain balance. I've also tried many of the larger, more generalist, VLAs that you should be able to use with popular robots and tbh there are just so many edge cases that make things hard and not work. You gotta get the camera, lighting, task, everything *just right* or the demo fails. This is for the actual hard part in robotics right now: intelligence, logic, and planning for all the ways the real world just simply isn't perfect. I've trained VLAs. They're super finicky and you're always running into sim2real issues, especially around the camera. You also have to build the whole training pipeline in a simulator, and, if everything does work, you still just have a robot that does this 1 single thing after weeks of work. If you use teleop, this overcomes the "2real" problem, but now you need to painstakingly collect teleop data, and it's only good at that specific task and that particular robot. There is a growing set of egocentric training data for "general purpose" VLAs and world action models (for humanoid form factors), but I'm really starting to wonder: Why? I think we might just sidestep this whole area of research entirely. I didn't need any training data or special environment to work with this quadruped and arm to do the task I was after. This particular quadruped and arm doesn't even exist in the wild yet really, it's a demo build from a company launching it on kickstarter, so it's not like this robot's data exists in the LLM to any real extent. I think this is cool as heck that this works and I am interested to see just how far I can push it. Also this marks the first time that I've finally got a generalist solution to a task I've been trying to solve ever since I became a dad of twins: pick up toys off the ground. This is a big day!

Harrison Kinsley

53,218 Aufrufe • vor 14 Tagen