UBTECH and China Telecom's Tianyi target 1M companion robots, 100K humanoids in 3 years
emmanuelvivier · x · 2026-11-11
UBTECH signed a strategic deal with Tianyi Telecom Terminal (a China Telecom subsidiary) on Nov 9, 2026, targeting over 1 million household companion robot units and 100,000+ humanoid terminals within three years. The 10:1 ratio shows volume comes from companion devices, with humanoids as the premium tier. The key test: whether carrier retail channels and bundled plans can move robots the way they moved smartphones.
Related event: UBTECH and China Telecom target a million companion robots in three years(2 posts)→
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