The US battle with China over humanoid robots — how close are they to becoming reality?
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Key takeaways
- The Federal Communications Commission has just barred Chinese robotics firm Unitree from deploying its humanoid robots in North America, a move that follows heightened U.S. scrutiny of Chinese AI‑enabled machines and comes as the agency prepares an initial public offering filing for the company later this week.
- At the same time, New York state legislators have introduced Senate Bill S10671, which would prohibit school districts from using humanoid robots for classroom instruction, a proposal prompted by a recent investigative report on AI use in schools.
- In a separate incident, a Qualcomm‑powered humanoid robot collapsed onstage during a live keynote, prompting the chip maker to attribute the failure to a communication glitch and to promise software upgrades aimed at improving reliability.
- Industry analysts note that 2026‑2027 are pivotal transition years for humanoid robotics, with a projected 47 percent compound annual growth rate for unit sales and a surge in actuator development as manufacturers move from prototypes to pilot deployments and early commercial roll‑outs.
- Finally, the Korea Healthcare Forum 2026 highlighted Chinese company Galbot, which recently secured 2.5 billion yuan in state‑backed funding and showcased its embodied‑AI humanoid platforms for manufacturing, retail and healthcare applications.
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