Following major order wins by companies including Zhiyuan, Unitree Technology, and UBTECH ROBOTICS, another humanoid robot company has achieved a significant commercial breakthrough.

On September 2nd, Stardust Intelligence (Shenzhen) Co., Ltd. announced a thousand-unit humanoid robot order cooperation agreement with SEER Robotics Co., Ltd. The partnership plans to deploy over a thousand AI robots across industrial, manufacturing, warehousing, and logistics scenarios over the next two years through phased implementation.

**Core Technology Synergy**

This cooperation will establish an AI robot platform through a "core components + integrated applications" collaborative model. As a leading global intelligent robot company focused on controller systems, SEER Robotics will leverage its controller technology to provide industrial-grade reliability assurance and cost advantages. Meanwhile, through the large-scale "testing ground" provided by real industrial environments in this cooperation, Stardust Intelligence will achieve positive iterative cycles of "body-data-model-application" platforms, enabling dynamic adaptation between technology and scenario requirements.

"The company is the industry's first to achieve mass production of rope-driven AI robots," a representative from Stardust Intelligence stated. Unlike traditional motor-driven joints, rope-driven AI robots utilize unique rope transmission technology that mimics the smooth force application of human tendons, offering advantages in high dynamic response, high dexterity operations, and high interactive safety. This technological breakthrough enables robots to complete tasks that traditional rigid robots cannot handle, such as precise material delivery and assembly transportation in industrial scenarios, laying the technical foundation for large-scale deployment of humanoid robots.

In addition to deployment in industrial and logistics scenarios, Stardust Intelligence and SEER Robotics will jointly develop industrial AI robot products and explore cutting-edge technologies including robot control, rope transmission, and AI-robot software-hardware collaboration.

**Order Delivery Competition**

Research indicates that humanoid robots are viewed as core carriers of Industry 4.0, with China's market size projected to reach $5 billion by 2030.

Currently, the humanoid robot industry continues to achieve breakthroughs in order scale and cooperation depth, with multiple leading companies securing substantial orders.

For instance, UBTECH ROBOTICS has been actively expanding in the industrial sector. Recently, it not only won a robot equipment procurement project worth 90.51 million yuan from Miyi (Shanghai) Automotive Technology Co., Ltd., but also signed a $1 billion strategic partnership agreement with international investment institution Infini Capital, planning to establish a Middle East joint venture, build superfactories and R&D centers to further expand global markets.

Taita Robot Co., Ltd., in partnership with Shandong Future Robot Technology Co., Ltd. and other collaborators, signed the world's first 10,000-unit order for embodied intelligent humanoid robots, setting a record for the largest single order in the field's history. Zhiyuan and Unitree jointly won the bid for China Mobile's subsidiary "Humanoid Bipedal Robot OEM Service Procurement Project" with a total value of 124 million yuan, becoming an important industry benchmark case.

In terms of delivery, companies are also competing in capacity ramp-up and fulfillment capabilities. Songyan Power (Beijing) Technology Co., Ltd., which gained attention at the world's first humanoid robot half-marathon, has shown particularly outstanding performance. In July, it achieved mass production delivery of 105 humanoid robots, including 92 N2 models and 13 E1 models, representing a 176% month-over-month increase and creating the highest delivery record since its establishment. The company has entered the industry's leading tier in single-month deliveries less than two months after starting mass production.

UBTECH ROBOTICS founder Zhou Jian recently stated that based on first-half orders and potential customer demand, the company expects to deliver over 500 industrial humanoid robots in 2025, with annual production capacity exceeding 1,000 units. The company's products have expanded from automotive industrial scenarios to 3C manufacturing, advanced semiconductor manufacturing, aerospace, and other fields.

Securing orders is only the first step of "starting the race," while successful delivery is the key to winning the "marathon." A senior robotics industry analyst noted that in the "technology-product-engineering validation-commercial implementation" closed loop, most humanoid robot manufacturers have only achieved the "technology-product" progression, while "product-engineering validation" still needs advancement. "Overall, there remains uncertainty from orders to delivery. For companies, recognizing the boundaries of their capabilities and making strategic ecosystem arrangements and trade-offs is crucial."