Chinese automakers shift from EVs to humanoid robots
Chinese automakers are reportedly turning to humanoid robots. The shift comes as expectations grow that electric-vehicle profit margins may decline.
The trend aligns with broader industry momentum. When we covered Maven Robotics’ UK factory pilot on 25 September, it marked one of the first commercial deployments of humanoid robots in Europe. Apptronik’s private share value surged 3,600% since 2022, and Minerva Humanoids built a remote-controlled humanoid in five months. These developments suggest a race to define the next hardware platform after EVs.
Why now? Automakers already have supply chains, manufacturing expertise, and capital—advantages that could accelerate humanoid robot production at scale. The question is whether the market will materialize as quickly as the hype.
Sources: note.com
“The pivot signals that Chinese automakers see humanoid robots as the next high-margin frontier after EV profits thin.”
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