ISSUE 041 · UPDATED 09 SEP 2026

AI. HUMANOIDS. ROBOTS.

China's next technology wave, decoded — teardowns, verified specifications and supply-chain intelligence for people who need the actual numbers.

ROBOTS TRACKED
3
COMPONENT GUIDES
6
LEARN ARTICLES
5
CHINA SHARE OF UNITS*
~70%
* 추정치 · 검증되지 않음 (초안)
CHINA TECH RADAR

Sector momentum index

BASE 100 = JAN 2024 · SOURCE: DECODER COMPOSITE
AI +2.10
87.4
MODEL RELEASES / 90D
HUMANOID +5.60
72.9
UNIT SHIPMENTS / 90D
ROBOTICS -1.30
64.1
INDUSTRIAL ORDERS / 90D
SEMICONDUCTOR +0.40
58.7
DOMESTIC NODE MIX

Intelligence

12 NEW THIS WEEK
[EDITORIAL ANALYSIS]COVER STORY

Unitree's price collapse is a supply-chain story, not a robotics one

Between 2023 and 2026 the entry price of a Chinese humanoid fell 71%. The mechanical design barely changed. What changed sits three tiers down the bill of materials — rare-earth magnets, planetary gearsets and a domestic encoder line that finally hit yield.

BY L. WEN · 06 SEP 2026READ →
SUPPLY CHAIN[VERIFIED FACT]

Harmonic drive capacity moves inland to Chongqing

04 SEP · 6 MIN
POLICY[VERIFIED FACT]

MIIT humanoid guidance sets 2027 mass-production target

02 SEP · 4 MIN
ANALYSIS[EDITORIAL ANALYSIS]

Why actuator margin, not compute, decides the winner

31 AUG · 11 MIN
TEARDOWN[VERIFIED FACT]

Inside a $16,000 quadruped: 41 parts, 9 imported

28 AUG · 14 MIN

Unit database

SCROLL →
UNIT IMAGE
UnitreeSHIPPING

G1 EDU

PRICE
$16,000
DOF
23
HEIGHT
1,320 mm
UNIT IMAGE
UBTechPILOT

Walker S2

PRICE
$98,000
DOF
41
HEIGHT
1,760 mm
UNIT IMAGE
FourierSHIPPING

GR-2

PRICE
$62,500
DOF
53
HEIGHT
1,750 mm
UNIT IMAGE
KeplerPRE-ORDER

Kepler K2

PRICE
$30,000
DOF
52
HEIGHT
1,780 mm
UNIT IMAGE
EngineAISHIPPING

PM01

PRICE
$13,800
DOF
24
HEIGHT
1,380 mm
UNIT IMAGE
X-HumanoidRESEARCH

Tiangong 2.0

PRICE
N/D
DOF
42
HEIGHT
1,630 mm