Company
Market research firm founded by analyst Linda Sui that tracks consumer-technology markets, including foldable phones, wearables and humanoid robot shipments.
Counterpoint Research projects DRAM for humanoid robots will grow about 20-fold, from 8,300 terabits this year to 172,000 terabits in 2030. Memory per robot only about doubles, so by our calculation unit volume carries the rest.
Reality
Meta's new pocket device opens its Muse agent with one tap and reaches the network over a 5G modem of its own. The modem is what lets an assistant stop inheriting Apple's and Google's app rules.
Perspective Coverage
9 publishersReality
The robotics office Samsung created in July has a single executive running both the drivetrain team and the perception team, which is a cheap piece of optionality against Chinese rivals who took more than 97 percent of first-half humanoid shipments.
Reality
Smart Analytics Global puts AgiBot and Unitree at about 75% of global humanoid shipments. That leaves roughly 600 units for everyone else, and Western buyers a sourcing decision before a capability one.
Reality
Unitree is pricing at roughly 36 times revenue while Shein seeks under one times. China's primary market is re-rating sectors wholesale, not picking companies.
Reality