China’s AI-enabled robots set to transform global playing field
Chinese companies’ proven capability in making affordable, high-quality robotics is poised to be an engine of growth for the future

The world might be in for another China shock: affordable AI-enabled robots. Chinese-made humanoid robots are already significantly cheaper than many Western rivals. Now, with state policy support, mainland companies are working fast to combine artificial intelligence (AI) with robotics. Is the world ready?
In February, Alibaba Group Holding – which owns the South China Morning Post – launched RynnBrain, an open-source model that gives robots a “brain”. Last year, Unitree shipped more than 5,500 humanoid robots, compared with US firms such as Tesla, Figure AI and Agility Robotics, each of which shipped around 150 humanoid robots in that period. China accounted for nearly 90 per cent of global humanoid robot sales in 2025.
In October, the Central Committee of the Communist Party listed embodied AI alongside quantum computing, biomanufacturing, hydrogen and nuclear fusion energy, brain-computer interfaces and 6G as potential new engines of growth. Local governments have been working to include the new tech in their economic planning.
Parallel to the shift from specialised to general AI, robots are becoming “intelligent”. China has also been a leading advocate for open-source AI use and global safety standards. Despite their fierce competition and distrust, authorities and profit-driven firms in the United States should cooperate with their Chinese counterparts.
