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Deep Dive 2026-10-02 · 17 articles

Deep Dive Dexterous Hand Humanoid Robot

How Much Does a Robot Hand Cost? Cheaper Isn't the Same as Proven.

Chinese robot hands now cost a fraction of their 2025 prices, yet fewer than 1% of them work on automotive lines. The industry has three separate ways of judging a hand, and the one that measures lifespan has no common scale.

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Deep Dive Humanoid Robot Supply Chain

How China's Car Industry Became a Humanoid Robot Supply Chain

XPeng's humanoid robot walked off its own automated line on September 8, 2026. Who is building China's robots, and can the EV supply chain deliver them?

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Deep Dive Humanoid Robot Embodied AI 95

The First Global Benchmark for Legged Robots: Why China, Why Now

Led by China with eight countries, ISO 18646-5 is the first global benchmark for legged robots. Why legs, why now, and what this ruler cannot measure.

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Deep Dive Product Launch Humanoid Robot 95

Microduck: How a $399 Duck Ignited the Physical AI Race

A $399 duck: $1M in 7 hours, 10,000 pre-orders in 5 days, a Chinese chip stock at its limit-up. How Microduck redrew the physical AI entry ticket.

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Deep Dive Humanoid Robot Embodied AI

AGIBOT: The Underrated No.1 in China's Humanoid Race

AGIBOT shipped the most humanoid robots and won 46 medals, yet carries roughly one-sixth of Unitree's value. Inside the mismatch.

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Deep Dive Humanoid Robot Embodied AI

Roundup: Gold-Winning Robots at the Second World Humanoid Robot Games

Who took gold at Beijing's second World Humanoid Robot Games: a roundup of the winning robots and what the scores reveal.

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Deep Dive Humanoid Robot Embodied AI

Beyond Human: How Robot Games Are Redefining China's Humanoid Industry

At Beijing's second World Humanoid Robot Games, robots beat the human 100m record (9.39s), quadrupled entrants, and rewrote the rules on autonomy. What the scoreboard really measures.

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Deep Dive Embodied AI Humanoid Robot

Embodied AI in China: A Beginner's Guide to the Industry

An introductory guide to China's embodied AI industry: what embodied AI is, the five-layer value chain, five coordinates for 2026 (policy, capital, production, listings, consolidation), and a practical method for reading the industry. China accounts for 97% of humanoid robot shipments worldwide and raised RMB 93.5 billion (~$13B) in the first half of 2026.

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Deep Dive Dexterous Hand Humanoid Robot

China's Dexterous Hand Industry: A $3.5B Quest for a "Standard Hand"

China's dexterous hand sector raised RMB 25 billion in H1 2026 yet no standard hand exists: three routes, three 'No. 1' claims, and a $6B valuation target still unclosed.

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Deep Dive Humanoid Robot Supply Chain

China's Humanoid Price Revolution: Inside the $12,000 Unitree G1

Unitree G1 teardown: a RMB 41,574 bill of materials with 66% in joints. How China cut humanoid prices from RMB 593,400 to RMB 9,998 in three years.

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Deep Dive WRC2026 Humanoid Robot 95

The Silent Supermarket: A German AI Fellow at WRC 2026, Full Transcript

A German National Academy member and IEEE/AAAI Fellow explains why home robots are the hardest build in embodied AI: world models, touch, and a silent market. Full transcript included.

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Deep Dive WRC2026 Humanoid Robot 95

From Exhibits to Products: Unitree's CEO at WRC 2026, Full Transcript

The day after Unitree's record IPO, founder Wang Xingxing took the WRC 2026 stage to define embodied AI's first quantifiable threshold: 80% of unfamiliar scenes, 80% of tasks.

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Deep Dive WRC2026 Humanoid Robot 95

WRC 2026 Highlights: 100 Official Exhibits, 10 Categories

All 100 officially selected WRC 2026 exhibits, mapped by category: humanoids, quadruped robots, dexterous hands, core components and three industry reads.

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Deep Dive Embodied AI Humanoid Robot

Why China's Embodied AI Is Booming: A Forty-Year Relay

China's embodied AI boom traces a 40-year relay: state labs built the roots, startups sprinted to market, and Unitree's RMB 60.99B IPO set the valuation anchor. Five drivers, three leaders, one system.

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Deep Dive WRC2026 Humanoid Robot

Biped vs. Wheeled: The Complete Humanoid Lineup at WRC 2026

Humanoids lead WRC 2026's announced lineup. A complete guide to the biped vs wheeled form-factor war and what it signals for embodied AI.

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Deep Dive WRC2026 Quadruped Robot

Beyond the Humanoid: The Multi-Form Robot Guide to WRC 2026

Quadrupeds, arms, exoskeletons and vertical robots at WRC 2026: a complete guide to 50+ non-humanoid machines and the industry structure behind them.

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Deep Dive Humanoid Robot Core Components

2026 WRC Preview: Complete Guide to Humanoid Robot Supply Chain

68 WRC 2026 exhibits, from joint modules to humanoids: actuation, tactile sensing, dexterous hands, data training, complete robots. A guide to China's embodied AI supply chain.

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