Companion Robots Sell Nearly 300,000 Units: Embodied AI's First Real Market Is the Living Room

Embodied AI funding news has long circled around factories — handling, inspection, assembly — grand scenarios with underwhelming sales. The volume, however, is being generated by a different kind of product.

Fuzozo, priced at 399 yuan and launched in July 2025, has sold nearly 300,000 units in China. Its Shanghai-based maker, Robopoet, says users talk to it for more than 40 minutes a day on average, and roughly 40,000 units moved during the 618 shopping festival alone. Haivivi's BubblePal claimed more than 300,000 units sold when it launched in the US in April.

UBTech's numbers put two trends side by side: orders for its U1 ultra-bionic robot series have topped 13,361 units, while the company sold just 1,079 full-size humanoid robots in all of 2025. In the same year, at the same company, the line built around emotional companionship and personalized interaction out-ordered the full-size humanoid line more than tenfold.

That is not because U1 is more advanced — its task complexity is far lower than that of a factory robot. It simply answers a validated demand that users will pay for. Goldman Sachs forecasts a $38 billion global market by 2035 and Morgan Stanley $5 trillion by 2050, yet the commercialization paths behind those figures remain unclear. WHO data shows one in six people worldwide experiences loneliness, with the highest rates among those aged 13 to 29.