Powering the Future: China’s Battery Race to Boost AI Employees and Humanoid Robots
How It Happened: China’s Humanoid Robots Hit a Power Wall
On June 30, 2025, Xinhua reported a significant bottleneck in China’s booming humanoid robotics sector: battery limitations. Engineers from Shenzhen to Beijing are now racing to develop next-gen battery systems tailored specifically for Non‑Human Workers, including Voice AI Agents and physical AI Employees, to boost endurance, safety, and performance.
What It Means: Performance Hinges on Power
- Humanoid robots currently operate for only about two hours due to insufficient battery capacity and discharge rates. They consume the most energy during vertical lifts and explosive movements like backflips.
- Conventional ternary lithium and lithium iron phosphate batteries offer poor thermal stability and limited energy density—hindering longer use and flexibility.
- Solid-state batteries promise enhanced safety, lighter weight, and higher energy density—ideal for future AI Employees performing complex tasks.
Examples from Industry: Collaboration Sparks Innovation
- EngineAI Robotics unveiled its PM01 robot performing the “Axe Gang Dance” in March 2025. The team is already in talks with solid-state battery firms to improve rapid discharge and efficiency.
- X Square Robot aims to deploy domestic Non‑Human Workers in factories and homes. Their adaptation of lithium iron phosphate batteries highlights the gap between current tech and ambitious goals .
- Major battery players like CATL and BTR New Material Group have joined the fray. CATL is working with humanoid firm Galbot, while BTR launched specialized “FLEX” and “GUARD” solid-state batteries designed for robotics.
Why It Matters: Setting the Stage for the Next Generation of Robots
This breakthrough aligns with China’s 2025 government mandate on “embodied intelligence,” positioning humanoid robots as core to future industries. By 2030, China’s humanoid robot market is projected to reach ¥870 billion (~$121 billion).
With improved batteries, robots will sustain longer shifts, lift heavier loads, and interact more seamlessly—unlocking roles as Voice AI Agents in customer service or as versatile AI Employees in logistics, household tasks, and even entertainment.
As the integration of Non‑Human Workers accelerates, these battery advancements mark a pivotal shift—from proof-of-concept demos to scalable, reliable robotics systems ready for real-world deployment.
Key Highlights:
- Challenge: Current battery tech limits humanoid robots to ~2 hrs endurance
- Core Issues: Low energy density, poor thermal stability, slow discharge
- Industry Response: Solid-state battery R&D by EngineAI, X Square, CATL, BTR
- Market Outlook: Anticipated ¥870 billion robot industry in China by 2030
Reference:
https://english.news.cn/20250630/587a51d51e82417dbf9673db4bf0e03f/c.html
