00:00UbiTech, I mean, it's really one of the best known names in the robotics space.
00:05There are, though, a lot of different robotics companies here that are exhibiting.
00:09So tell us about the competitive pressures that you face now that humanoids are really going into sort of more of the mainstream.
00:17Yeah, we established 13 years ago, so we focus on the human robot.
00:23So AI and human robot is together to push what we call the made in China into the next level.
00:31So right now we are focused in the EV, the electric car manufacturers.
00:37How we can bring the human robot into the new mass franchise is very important.
00:43To bring what we call the new productive forces into the made in China.
00:50Right now we cooperated with most of the EV big names like the BYD, like the, what we call the Audi, the Volkswagen in China.
01:02And also we cooperated with the Foscop and Shunfong.
01:06So in different areas.
01:08Also the EV and also the logistic and also like the Foscop is the manufacturing leading brand in the world.
01:16The main focus on this is because the human robot is establish the new productive forces and building a new forms of the manufacturing for the next level.
01:30So to meet that kind of demand, how many robots or how many humanoids are you producing this year?
01:37And what as well as your target for next year, 2026?
01:41We are aiming to produce the 1,000 human robots for this year.
01:46So right now, this month and this week, we are delivering 20 human robots into the Dongfeng Liu Qi in Liu Zhong.
01:56So this is the first deployment of the human robot into the productive life in manufacturing in the world.
02:03So step by step, we are bringing in more than 1,000 human robots into the manufacturing industries.
02:12So this is for this year.
02:14For next year, we are aiming to bring the 1,000 human robots into 10,000.
02:22So we are aiming to 10,000 human robots for next year.
02:26You are planning a tenfold increase in your production.
02:29Of course.
02:30How do you manage to do that?
02:32That's a real challenge.
02:33Right now, we already have the most scenarios in the EV.
02:39So for this stage, we are testing.
02:42We are launching the human robots in different factories and testing human robots into the
02:51logistic testing.
02:53They are like the different tasks in the manufacturing.
03:00This is the key stage for us to bring 1,000 to 10,000.
03:07But do you have 10,000 orders already booked?
03:10Or are you looking for new customers to buy these products as well?
03:14Right now, we have a lot of orders from the EV car industry.
03:21So this is a very incremental demand.
03:25But of the 10,000 that you are planning to manufacture next year, do you already have customers for
03:31those 10,000 or you need to find new ones?
03:33We already have the demands.
03:35We have the customer demands.
03:37We have a lot of the orders already on task.
03:42So we are preparing for the production of the human robot for next year.
03:49And when it comes to production, do you face any challenges?
03:53Are there any parts?
03:55Some people might say that the software side is a challenge.
03:58What are the biggest obstacles ahead for you to be able to meet that 10,000 target?
04:03It's quite a challenging task.
04:05The main challenge for bringing so many human robots into the factory is how we can use this.
04:13It is a useful tool for the manufacturing.
04:18So we are testing in different tasks, different scenario.
04:22It's preparing for increase the numbers of the deployment of the human robot into the manufacturing.
04:30So does that mean that you work with customers like Foxconn, for instance, or BYD?
04:34Do you work with them directly to then sort of map out their factories, understand and help them really create, I guess, a roadmap of how that many robots could be introduced?
04:45Well, it's actually the co-work. It's not only created by UBtech.
04:51We study the demands from the, like the BYD, we study the demands from the Foxconn.
04:57We work very closely with the innovative departments and also together with the manufacturing production line as well.
05:06And this demand is raised by the car manufacturers.
05:12And then we work together and co-create it together and work together to make human robots very useful in the manufacturing lines.
05:23I mean, as I said, there's really a lot of different humanoid startups here.
05:27And China seems to have developed quite a strong lead in the humanoid space.
05:32But what is the advantage that China has against other countries?
05:36And how far ahead do you think China is right now? Maybe put it in years.
05:41Actually, there's hundreds of the new funded human robot companies in the past two years in China, in mainland China.
05:52So it's the numbers, a huge numbers of the new gradients.
05:56So it's quite a diversified community of the human robot here in mainland China.
06:03The major reason for this is driven by AI, driven by like the LLM, the big models.
06:10It makes our human robot more smart, smarter than before and understanding and can reasoning more about the real world, the physical world.
06:21So that's made we step forward and step faster to bringing human robot into the real scenario, bringing into the industrial usage.
06:33That's very important. It's driven by AI. And that makes China the biggest application deployment of the human robot.
06:42Last question. And this is a bit left of center. But today, a really big story for us is also the U.S. banning Harvard University from accepting or enrolling foreigners.
06:53And that includes Chinese students, of course. What do you think about the state of the decoupling between the U.S. and China?
07:01And whether we start to see less Chinese students possibly also going to study in the U.S.?
07:08I think the U.S., there's a figure, there's Tesla robots. They invest quite a lot in AI.
07:15So in the AI, majorly in the brain part, the human robot, the brain part, they invest a lot.
07:24They invest a lot in AI. That's why U.S. is still leading the world in the AI part.
07:41For the China market, because they are the production line, the production chains is well developed in the mainland China.
07:48So there's a lot of companies just seeking the way to deploy human robots into the new application in the manufacturing part.
07:59So in China, depending on that strong point with the manufacturing line, I think there's a source scenario testing is a little bit ahead of the U.S.
08:12because we can deploy into the manufacturing, deploy into the commercial area, deploying into maybe a little bit ahead of the home appliance.
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