2026: Global Commercialization Year for Humanoid Robots
TrendForce released a report on December 9 stating that 2026 will be a pivotal year for the commercialization of humanoid robots worldwide, with annual shipments projected to exceed 50,000 units, representing a year-on-year surge of over 700%. This growth marks the industry’s transition from the R&D phase to marketization.
Xiaomi to Close Some Low-Efficiency Loss-Making Stores
Xiaomi Home clarified that its core development focus in 2026 will shift from “scale expansion” to “quality improvement”. Xiaomi will launch a major structural adjustment: it will orderly close some low-efficiency and loss-making stores to help partners cut losses in a timely manner and focus resources on high-potential stores.
Microsoft to Invest $17.5 Billion in India for AI and Cloud Infrastructure
Microsoft announced on Tuesday that it will invest $17.5 billion in India over the next four years to advance the country’s cloud services and artificial intelligence infrastructure. This also stands as Microsoft’s largest-ever investment in the Asian region.
Multiple Players Vie for AI “Access Points”; Cross-Border Wave Sweeps Terminal Market
Traditional terminal manufacturers, internet giants, and automakers are breaking industry boundaries one after another, sparking a wave of “cross-border terminal development”. From smartphones to wearable devices, and from single-function products to scenario-integrated solutions, the cross-border restructuring of the terminal market is jointly driven by technological iteration, market competition, and the upgrading of user demands. Industry analysts believe that the dual effects of technological breakthroughs and market anxiety are fueling the continuous heating up of the cross-border trend.
Pebble Launches New Smart Ring Index 01
On December 9, 2025, the brand Pebble launched its smart ring Index 01, which features voice note-taking as its core function. Equipped with a built-in microphone and button for audio recording, the device leverages mobile AI to convert voice into text, supporting more than 99 languages.
UBTECH Robotics Secures Over RMB 50 Million Humanoid Robot Order
According to UBTECH Robotics, the company recently signed a humanoid robot sales contract with an AI large model firm, with a total value exceeding RMB 50 million. As reported, the order mainly consists of the Walker S2, the world’s first industrial humanoid robot with autonomous battery swapping capability, which will be delivered within this year.
“DeepRobotics” Completes Over RMB 500 Million Series C Financing
DeepRobotics has secured over RMB 500 million in Series C financing to accelerate the industrial implementation of quadruped and humanoid robots. This round of financing not only provides sufficient capital support for DeepRobotics’ technological R&D, capacity expansion, and market development, but also enables the company to establish deep ties with investors with distinct industrial attributes through this financing. It builds a brand-new “technology-industry-scenario” collaborative development ecosystem, which will effectively drive the commercialization and large-scale implementation of embodied intelligent robots across various industries. This will realize the in-depth integration of industrial resources and technological innovation, and accelerate the transformation of technological achievements into practical productivity.
