China’s robotics industry is entering a new phase, shifting focus from mechanical development to enhancing robotic intelligence through AI “brains.” According to Goldman Sachs analyst Jacqueline Du, while China has traditionally excelled in building the hardware—or “bodies”—of robots, the next critical step is developing Vision-Language-Action (VLA) models. These models allow humanoid robots to interpret visual and linguistic cues and translate them into physical actions, enabling more autonomous and intelligent behavior. This represents a significant leap toward real-world functionality.
Goldman Sachs estimates the global humanoid robot market could reach $38 billion by 2035, with China poised to be a dominant force. This momentum is being accelerated by strong government support, including subsidies, policy incentives, and AI innovation hubs in cities like Hangzhou and Shenzhen. Additionally, the cost of key robotic components has dropped by nearly 40%, making mass deployment increasingly feasible.
Despite rapid progress, key challenges remain. Robotic autonomy, dexterity, and safety in real-world environments are still in development. Experts warn that achieving human-like adaptability and decision-making will take time and continued innovation. However, with ongoing advances in AI and strong industrial backing, commercial deployment of VLA-powered humanoid robots could become a reality within the next 5 to 10 years.
In summary, China is no longer just building robots—it’s working to give them intelligent minds. With advancements in AI, government backing, and falling costs, the country is moving steadily toward a future where smart humanoids are not science fiction but workplace-ready solutions.
Source: Goldman Sachs, IBL News
