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Opinion | China’s edge in the AI robotics race lies in the Greater Bay Area
- Thanks to the Greater Bay Area’s tech champions Huawei, BYD, Tencent and DJI, China commands nearly 40 per cent of the global supply chain for embodied AI
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The recent unveiling of Figure AI’s humanoid, powered by OpenAI’s technologies, has taken the world by storm. Demonstrating unparalleled capabilities in understanding and reacting to its environment, this humanoid represents a monumental leap in the realm of intelligent, interactive robotics.
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At the heart of this groundbreaking fusion lies embodied artificial intelligence. Embodied AI transcends traditional AI by integrating intelligence into physical entities like robots, enabling them to perceive, learn and dynamically interact with their environment.
This revolutionary approach not only allows robots to adapt and evolve in response to their surroundings but also paves the way for an accelerated shift towards the “autonomy economy”, transforming society.
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The strategic significance of embodied AI places it at the forefront of the global technological race. In analysing the supply chain, our findings highlight the pivotal role China’s Greater Bay Area, with Shenzhen at its core, plays in the country’s embodied AI supply chain. This dominance underscores the area’s critical contribution to China’s competitive edge.
Embodied AI technologies encapsulate two major areas, the robotic “brain” empowered by AI foundation models and cloud computing platforms, and the robotic “body” which includes the integrated hardware and computing components.
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