The Competition of Humanoid Robots in the Second Half: Who Owns the Scenarios and Data Defines “Embodied Commercial Intelligence”

Industry Changes: Data and Scenarios Create a Trillion-Dollar Market

In 2025, the buzzword will undoubtedly be embodied intelligence, as global technology companies showcase their capabilities and embark on the path of commercial implementation.According to IDC analysis, driven by applications across multiple industries, commercial service robots are expected to become the first carriers of embodied intelligence technology, evolving into embodied service robots.Embodied service robots refer to intelligent robotic systems that possess a physical entity, capable of physical interaction with the environment through comprehensive abilities such as perception, cognition, decision-making, execution, and learning, providing services to humans autonomously or semi-autonomously in real physical environments.IDC reports that embodied service robots will gradually be implemented starting in 2025, with the global market size expected to reach nearly $93.9 billion by 2030, achieving a high compound growth rate of 86.2%. From dining, hotels, supermarkets, and entertainment to healthcare, finance, and wellness, various segments show strong growth potential. Behind this data is the urgent demand for “intelligent employees” in the service industry, where the contradiction between rising traditional labor costs and the lack of standardized services is creating historic opportunities for embodied service robots.

The Competition of Humanoid Robots in the Second Half: Who Owns the Scenarios and Data Defines "Embodied Commercial Intelligence"

In this transformation, Qianlang Intelligent’s layout trajectory aligns with the logic of industry evolution. Qianlang Intelligent has been deeply involved in the commercial service robot field for over a decade, witnessing the industry’s changes and demonstrating forward-looking strategic layouts and efficient innovation capabilities at different stages. In the 1.0 era, service robots only had the basic form of embodied service robots, mainly executing single tasks. As the industry evolved from the 1.0 era to the 2.0 era, Qianlang Intelligent continuously expanded its products and solutions, enhancing the environmental adaptability and intelligent interaction capabilities of service robots, gradually upgrading towards multi-scenario adaptability. Now, in the 3.0 era, Qianlang Intelligent is focusing on promoting the embodied intelligence of service robots, that is, embodied service robots, developing towards higher intelligence and autonomy, further enhancing the capabilities of service robots in autonomous perception, flexible decision-making, and complex task execution to meet the increasingly rich, diverse, and high-standard market demands.

Product Breakthrough: Humanoid Robots Complete the “Last Link” in the Service Industry

Recently, Qianlang Intelligent has once again delivered a stage of commercialization for embodied service robots—launching the latest humanoid embodied service robot XMAN-R1.In fact, as early as the 2024 World Robot Conference, Qianlang innovatively introduced the world’s first dual-arm embodied service robot, the first product of the Qianlang XMAN series—XMAN-W3, addressing the elevator control challenges in overseas service scenarios. This is the first instance in the industry where embodied brain and embodied cerebellum applications have been realized on commercial service robots. XMAN-W3 utilizes a cloud-based multimodal large model “brain” to achieve long-range task planning and complex scene understanding, and through the addition of mechanical arms on both sides of the original hotel robot W3, combined with the “cerebellum” that completes trajectory planning and safe interaction tasks, it realizes embodied operations such as pressing elevator buttons and handling items.

The Competition of Humanoid Robots in the Second Half: Who Owns the Scenarios and Data Defines "Embodied Commercial Intelligence"

This can adapt to more complex scene requirements, promoting the global application of Qianlang’s embodied service robots.The humanoid robot XMAN-R1 continues to inherit Qianlang Intelligent’s pragmatic genes, designed specifically for service, with a core design philosophy of “positioning, approachability, and safety,” naturally fitting the service industry scenarios that Qianlang Intelligent has deeply cultivated. XMAN-R1 currently possesses the ability to understand and plan complex tasks in the service industry, including “meal preparation – delivery – collection” and “greeting – luggage delivery.”

The Competition of Humanoid Robots in the Second Half: Who Owns the Scenarios and Data Defines "Embodied Commercial Intelligence"

From the perspective of positioning, XMAN-R1 learns the action logic and posture of service personnel, from handing over items to movement control, integrating into scene requirements, aligning with job characteristics, and collaborating with Qianlang’s delivery and cleaning robots. To better integrate into service scenarios, XMAN-R1 references human proportions, breaking the mechanical feel, and incorporating technology and stable design. Equipped with large language models, expression feedback, and other anthropomorphic interaction functions, it enhances service approachability.In terms of safety, XMAN-R1 is equipped with 11 multimodal sensors, combined with self-developed three-dimensional reconstruction technology, achieving 360-degree high-precision perception. With intelligent obstacle avoidance capabilities, it ensures human-robot collaboration and crowd safety, continuing the safety genes of Qianlang service robots, suitable for high-frequency, densely populated scenarios such as restaurants, hotels, and hospitals.

The Competition of Humanoid Robots in the Second Half: Who Owns the Scenarios and Data Defines "Embodied Commercial Intelligence"

Simultaneously released were the cleaning robot family and the marketing & narrow-path delivery robot T11, further expanding Qianlang Intelligent’s product line and application scenarios. The former’s cleaning matrix products can cover all scenarios, while the latter, with its 49cm ultra-narrow passability, can cover more new delivery scenarios.

Strategic Elevation: Data Flywheel Drives Commercial Future

While peers are still refining single-machine performance in laboratories, Qianlang Intelligent has already built a unique business logic: validating the feasibility path of “specialization first” over 15 years, completing the global commercialization and popularization of service robots, creating scene entry points through specialized robots, and becoming one of the few companies with the closed-loop capability of “scene expansion – data accumulation – technology upgrade – scene re-expansion”; a “data collection network” composed of 100,000 deployed robots generates hundreds of millions of environmental data and tens of millions of interaction records daily, continuously feeding massive scene data back to algorithm optimization, driving Qianlang’s embodied intelligence to break through capability boundaries.

The Competition of Humanoid Robots in the Second Half: Who Owns the Scenarios and Data Defines "Embodied Commercial Intelligence"

“The value of specialized robots is not only in completing tasks but also in providing data fuel for generalization.” emphasized Li Tong, founder and CEO of Qianlang Intelligent.In the future, XMAN-R1 will achieve data sharing and “positioning” task collaboration with Qianlang’s specialized service robots, seamlessly integrating into Qianlang’s commercial ecosystem, completing scene task loops and multi-form embodied service robot task collaboration. For example, in a restaurant, XMAN-1 can independently complete actions such as fetching and pouring wine, placing trays, and through task scheduling in the kitchen, hand over dishes to the delivery robot T10 to deliver meals along the optimal path, and finally complete table cleaning tasks; in a hotel, it collaborates with heavy-duty delivery robots S100, cleaning robots C30, etc., to complete luggage delivery services. In other words, “the release of XMAN-1 is not a replacement but an enhancement and elevation of the existing robot ecosystem, solving the last link task challenges in the service industry.”

The Competition of Humanoid Robots in the Second Half: Who Owns the Scenarios and Data Defines "Embodied Commercial Intelligence"

Qianlang can provide customized multi-form embodied service robot solutions based on different commercial needs, assigning tasks according to positioning to meet more demands within service scenarios.This ecosystem, built on data as a link and driven by scenarios, is expected to promote the commercialization of embodied service robots, perhaps being the ultimate key to unlocking the trillion-dollar market.

A Pragmatic Revolution Returning to the Essence of Business

When the industry is caught in the technical route debate of “bipedal vs. wheeled” and “general vs. specialized,” Qianlang Intelligent has opened a gap with its “positioning” strategy—rather than pursuing perfect anthropomorphism, it is better to delve into the irreplaceability in various service scenarios. This pragmatic path of transforming technological advantages into commercial value may be the way for Chinese service robots to traverse cycles and define global standards.This article is provided by Qianlang Intelligent, and is not edited content from “Fortune” (Chinese Edition); the author is responsible for the content.On Fortune Plus, readers have shared many insightful and thoughtful opinions on this article. Let’s take a look together. You are also welcome to join us and share your thoughts. Today’s other hot topics:

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