In the first quarter of 2026, China's industrial robot market pattern has been refreshed again - according to the latest data released by MIR DATABANK, Eston robot shipments continue to rank first in the Chinese market (including all domestic and foreign brands). At the same time, it has maintained the first place in the domestic industrial robot brand shipments for the eighth consecutive year, and the single-quarter production and shipment of industrial and collaborative robots has reached a new level. Estun continues to focus on the field of innovation, and its R&D investment has accounted for more than 10% of total revenue for many years. It has built a complete solution for intelligent manufacturing with a series of products such as industrial robots, collaborative robots, universal controllers, laser-specific control systems, functional safety controllers, welding robots and welding power supplies as the core.
As embodied intelligence technology continues to iterate, humanoid robots' scene recognition, command understanding, and task planning capabilities have steadily improved, and they have gradually acquired the basic capabilities for application in real industrial scenarios. However, in the dynamic and changeable production line actual operation environment, the traditional embodied solutions common in the industry still have obvious shortcomings: most models can only complete static decision-making and short-term task disassembly based on real-time scenarios. They lack the ability to scenario deduction and future state prediction of the physical world, and are difficult to adapt to the real-time changing long-distance task operation requirements of real industrial scenarios. As a result, the entire link of decision execution and iterative optimization cannot be closed. UBTECH is based on the real operational needs of industrial scenarios and the evolution direction of embodied intelligence technology. Based on the self-embodied intelligence large model Thinker, UBTECH has launched a new embodied intelligent world model Thinker-WM to create a physical AI base and achieve an all-round upgrade of the embodied brain architecture and core capabilities. With its advantages in spatial generalization, long-range tasks and comprehensive performance, Thinker-WM topped the list of the authoritative developed embodied intelligence evaluation benchmark Libero. Also participating in the list are models from well-known companies such as NVIDIA, Physical Intelligence, and Xiaomi.
On April 22, as a key highlight of FAIR plus 2026—a major event dedicated to the entire robotics industry value chain—the "Siemens Xcelerator Robotics Ecosystem Collaboration Forum" was officially held. Jointly organized by Siemens Digital Industries (Shenzhen) Co., Ltd. and the Shenzhen Robotics Association, the forum brought together enterprise representatives from across the upstream and downstream of the robotics supply chain, industry experts, and ecosystem partners. Attendees engaged in in-depth discussions centered on industry trends, platform enablement, practical application scenarios, and ecosystem collaboration, collectively exploring new opportunities and pathways for the high-quality development of the robotics industry. This exchange session centers on four key themes—"Foresight, Empowerment, Practical Application, and Connectivity"—aiming to foster more efficient capability synergy, scenario alignment, and collaborative innovation across the upstream and downstream segments of the robotics industry value chain through trend forecasting, platform introductions, case studies, and resource matchmaking. As an open digital business platform, Siemens Xcelerator leverages this event to empower enterprises within the robotics ecosystem with its platform capabilities, thereby accelerating the realization of value from innovation within the robotics industry.
On April 23, during the FAIR plus 2026 Robotics Full-Industry-Chain Conference (hereinafter referred to as "FAIR plus 2026"), UBTECH Robotics successfully hosted a developer forum themed "Competing in Embodied Humanoids: Energizing the Developer Ecosystem." Over 200 top experts, scholars, and industry leaders from the field of embodied intelligence gathered to engage in in-depth discussions on key topics such as core technology R&D, mass production at scale, and ecosystem collaboration. As a major highlight of this forum, UBTECH Robotics officially launched "Thinker Cosmos"—an exclusive community dedicated to developers. This platform aggregates the latest open-source achievements and technical expertise from UBTECH’s open-source ecosystem, establishing a one-stop open platform centered on the core stages of embodied AI R&D—encompassing resource sharing, algorithm development, practical application, and technical exchange.
