Produced by Zhineng Technology

The robotics industry is advancing to new heights at an unprecedented pace. AI+mobile robotics company Unitree Technology stands out in the field of high-performance mobile robots with its outstanding technical strength, innovative product concepts, and strong market competitiveness.

We will conduct an in-depth analysis of Unitree Technology from multiple dimensions, including technological innovation, product matrix, market applications, AI layout, business operations, industry competitiveness, and policy environment, to dissect its position and development potential in the industry.

01

Technological Innovation:

Full-Stack In-House Research and Development Establishes Core Advantages

Unitree Technology excels in technological innovation, with its full-stack in-house research and development and production model being one of its core competitive advantages.

Currently, the robotics industry generally faces issues such as excessively long industrial chains, high costs, mismatches between demand and functionality, and slow product iterations. By achieving full-stack in-house research and development of 90% of core components and body structures, Unitree Technology effectively addresses these industry pain points.

● On the hardware level, Unitree Technology's self-developed high-performance motors and reducers are important manifestations of its technical strength. These key components not only significantly reduce production costs but also ensure the high performance and stability of the products.

For example, its self-developed motors feature high torque and lightweight design, with a maximum instantaneous torque range of 20-400N·m, providing robust power support for the robots. This hardware design optimizes the robots' motion performance, enabling them to excel in load capacity, speed, and stability.

● In terms of sensing technology, Unitree Technology's self-developed LiDAR, vision systems, and SLAM (Simultaneous Localization and Mapping) algorithms are continuously iterated and optimized. The bionic 4D LiDAR L1 is particularly impressive, with technical parameters including:

◎ Field of View: 360°×90°, providing wide coverage;

◎ Weight: Only 230g, lightweight design facilitates integration;

◎ Close-Range Blind Zone: 0.05m, suitable for close-range sensing;

◎ Point Cloud Frequency: 21600 points/second, ensuring high-precision data acquisition.

These features not only ensure high-precision environmental perception but also enhance the product's cost-effectiveness, significantly improving its navigation and obstacle avoidance capabilities in complex scenarios.

The dual breakthroughs in hardware and sensing technology have positioned Unitree Technology at the forefront of the industry in integrated fields such as motion control, environmental perception, and intelligent decision-making, laying a solid foundation for subsequent product innovation.

Unitree Technology's product matrix is designed reasonably, capable of meeting the diverse needs of both consumer and industrial markets. This comprehensive product layout not only broadens its market coverage but also enhances its brand influence.

● Consumer-Grade Products: Go1 Opens the Mass Market

In the consumer market, Unitree Technology's Go1 is its first quadruped robot product targeting the masses, with key technical parameters including:

◎ Weight: 12kg, highly portable;

◎ Motion Speed: Up to 17km/h, offering exceptional flexibility;

◎ Load Capacity: Self-adaptive 3-5kg, suitable for various usage scenarios;

◎ Battery Life: 1-2.5 hours, ideal for daily use.

With its superior motion performance and affordable price, Go1 brings consumers a brand-new entertainment and companionship experience. Since its launch, it has led the industry for over two years, successfully introducing high-performance mobile robots into ordinary households.

● Industrial-Grade Products: The Professional Strength of Aliengo and B1

In the industrial market, Unitree Technology has launched two professional quadruped robots, Aliengo and B1, demonstrating its strong technical strength:

◎ Aliengo: Features a newly designed power system with higher integration and a lighter body, suitable for various industrial scenarios.

◎ B1: Boasts particularly outstanding technical parameters:

Maximum Standing Load: 80kg, with exceptional load-bearing capacity;

Battery Life: Continuous walking for 2-4.6 hours;

Motion Speed: Up to 1.5m/s;

Environmental Adaptability: Capable of operating within a temperature range of -5℃ to 45℃, with a climbing ability of 30°;

Protection Level: Meets IP68 standard verified by SGS, offering excellent waterproof and dustproof performance.

These features enable B1 to operate stably in harsh industrial environments, meeting professional needs such as inspection and security. Unitree Technology's upcoming new product is expected to achieve a 2x improvement in key indicators such as walking speed, battery life, and load capacity, further consolidating its industry-leading position.

● Product Extensions: Building a Proprietary Ecosystem

Unitree Technology not only focuses on the quadruped robot itself but also builds a proprietary ecosystem through the expansion of peripheral accessories:

◎ Mechanical Arm Z1: Provides the robot with "hand" operating capabilities, with technical parameters including:

Degrees of Freedom: 6-axis, offering high flexibility;

Self-Weight: 4kg, load capacity of 2-5kg;

Reach: Maximum of 740mm;

Repetitive Positioning Accuracy: Approximately 0.1mm.

Equipped with force feedback and collision detection functions, Z1 can complete delicate operation tasks, enhancing the robot's practicality.

◎ LiDAR L1: Serving as the robot's "eyes," its lightweight design, large field of view, anti-interference capabilities, and low CPU consumption provide the robot with powerful environmental perception abilities.

◎ Self-Developed Motors: A variety of motor specifications provide reliable drive for robot joints, optimizing overall motion performance.

Through the development of these peripheral products, Unitree Technology has created a fully functional robot ecosystem, further enhancing the product's market competitiveness.

02

Market Applications:

Multi-Scenario Penetration Demonstrates Value

Unitree Technology's robots have been widely applied in various fields, solving numerous industry pain points with their high performance and flexibility.

● Smart Inspection: Enhancing Efficiency and Safety

● In industries such as electricity, underground pipe corridors, factories, and chemicals, manual inspections face issues like labor shortages, high danger, and low efficiency.

Unitree Technology's robots provide solutions with the following advantages:

◎ High Performance: IP68 protection level and long battery life ensure stable operation in harsh environments;

◎ Professional Accessories: Capable of expanding various sensors and mechanical arms to achieve multi-task collaborative operations;

◎ Data Closed Loop: Real-time data collection and upload for quantitative analysis through a management platform.

For example, in power inspection, robots can efficiently complete tasks such as line reading, temperature monitoring, appearance inspection, and sound detection, significantly improving inspection efficiency and accuracy.

● Exploration and Rescue: Responding to Challenges in Special Scenarios

In high-risk scenarios such as firefighting and collapses, Unitree Technology's robots demonstrate unique value, with key features including:

◎ Communication and Positioning: High-performance communication system ensures stable signals;

◎ Battery Life and Obstacle Crossing: 2-hour battery life, 20cm obstacle-crossing capability;

◎ Multi-Dimensional Sensing: Integrated sound, image, temperature, and gas sensors, supporting real-scene twin fusion positioning;

◎ Mechanical Arm Function: Capable of performing probing and load handling tasks.

These functions enable robots to replace human labor in rescue operations, significantly improving operational safety and efficiency.

● Other Fields: Meeting Diverse Needs

In fields such as companionship and care, scientific research and education, logistics and distribution, and entertainment, Unitree Technology's robots also perform exceptionally well. For example, Go1's application in the education field provides students with a practical platform, while in logistics and distribution, its load capacity and flexibility enhance distribution efficiency.

● Unitree Technology's layout in the AI field injects a higher level of intelligence into its products and drives industry technological progress. Strategic Collaborations:

◎ Collaboration with iFLYTEK: Creating a robot superbrain platform, integrating perceptual intelligence, cognitive intelligence, and motion intelligence to achieve cloud-side synergy and promote the standardization and modularization of AI+robot technology.

◎ Collaboration with PaddlePaddle: Carrying out AI smart rescue projects, utilizing enterprise training data to optimize deep learning models, and executing rescue tasks through quadruped robots.

◎ Collaboration with Google AI Lab: Utilizing reinforcement learning algorithms to achieve high-performance biomimetic motion in robots, mimicking various motion forms.

These collaborations not only enhance the intelligence level of Unitree Technology's products but also explore new directions for industry development.

● Business Operations: Remarkable Results from Globalization Layout

Unitree Technology demonstrates strong execution and market insight in business operations:

◎ Market Share: Domestic and overseas shipment ratio is 1:1, with thousands of units shipped cumulatively, covering more than 20 countries and regions worldwide, with a market share exceeding 70%;

◎ Sales Model: Adopts a parallel direct sales and agency model, relying on Amazon, Tmall, and self-built websites online, and establishing connections with over 1000 global customers and partners offline;

◎ Profitability: Has been profitable for the past three years with a gross margin exceeding 50%, and future sales are expected to maintain a 2x growth trend.

Through product strategies across different price ranges, Unitree Technology effectively covers both C-end and B-end markets, further expanding its market share.

● Industry Competitiveness: Obvious Comparative Advantages

Compared with peers, Unitree Technology has advantages in multiple dimensions:

◎ Establishment Time and Shipment Volume: Founded in 2016, with annual shipment volumes reaching thousands of units, far exceeding most competitors;

◎ In-House Research and Development Capabilities: Full-stack in-house research and development offers significant advantages over Boston Dynamics' partial outsourcing and other competitors' outsourcing of core components;

◎ Motion Performance: Belongs to the top tier alongside Boston Dynamics, surpassing other competitors;

◎ Cost-Effectiveness: Wins market favor with high cost-effectiveness;

◎ Market Layout: Achieves comprehensive coverage of both B-end and C-end, outperforming competitors with single-market layouts.

In recent years, China has issued policies such as the "14th Five-Year Plan for the Development of the Robotics Industry," emphasizing the importance of the robotics industry and supporting technological innovation and the replacement of dangerous jobs. These policies provide a favorable external environment for Unitree Technology, facilitating its rapid development.

Summary

Unitree Technology has achieved remarkable accomplishments in the field of high-performance mobile robots, leveraging technological innovation, a diverse product matrix, extensive market applications, forward-looking AI layout, successful business operations, and strong industry competitiveness. Its full-stack in-house research and development model, cost-effective products, and globalization strategy enable it to stand out in the competition.