Has the Second Half of Humanoid Robots Begun?
Humanoid robots face industry reality check as specialized embodied AI takes center stage. Discover how companies like Huawei and YOUIBOT are reshaping industrial automation.
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2025 has entered the second half, and the humanoid robot industry also seems to have entered its "second half."
Since June, although humanoid and embodied intelligence remain among the hottest topics in the tech circle, Tesla's Optimus is rumored to have cut orders to just 1,000 units, capital complains about overvalued market valuations, some companies are laying off employees, and multiple enterprises bluntly state that remote operation is the only solution.
From a commercial implementation perspective, the progress of humanoid robots falls far short of market expectations.
Multiple development phenomena seem to confirm that the wave of humanoid robots and embodied intelligence is about to enter a stabilization period.
Recent developments at the 2025 Huawei Developer Conference (HDC) also provide indirect evidence that the second half of humanoid robots may undergo some new changes: a new industry consensus is forming, and new implementation approaches are accelerating in practice.
▍When Humanoid Robots Hit the Industrial "99.9% Reliability" Iron Wall
What new changes are emerging in the second half of humanoid robots?
At HDC 2025, Huawei Cloud's release of a brand new embodied intelligence platform architecture undoubtedly caused industry shockwaves.