Tour of Unitree factory, bullish on West
josef.cn

Tour of Unitree factory, bullish on West

The gist

KAIKAKU co-founder Josef Chen toured Unitree's Hangzhou factory and found its humanoids still mostly hand-built.
He argues the robots that make robots will be Western, not Chinese.

How it unfolded

  1. Mar 11, 2025Semianalysis reported China's robotics localization was well underway, with local firms approaching a 50% market share versus 30% in 2020, and called the Unitree G1 the only viable humanoid on the market.
  2. Jun 1, 2025Unitree closed a Series C round of 97.36M USD.
  3. 2025Unitree made almost 32,000 robots, including about 26,000 robot dogs, more than the roughly 20,000 IDC reckons the whole world shipped the year before.

Sources

Read the full story in the app Gistline — free on the App Store