{"id":95515,"date":"2026-07-05T09:28:10","date_gmt":"2026-07-05T09:28:10","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/95515\/"},"modified":"2026-07-05T09:28:10","modified_gmt":"2026-07-05T09:28:10","slug":"opinion-china-shock-3-0-is-coming-and-itll-be-ai-powered-robots","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/95515\/","title":{"rendered":"Opinion | \u2018China shock 3.0\u2019 is coming. And it\u2019ll be AI-powered robots"},"content":{"rendered":"<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">The world\u2019s attention is fixed on frontier artificial intelligence (AI) models, but China\u2019s robot-making factories deserve just as much attention. Chinese e-commerce company JD.com has predicted that robots would ultimately replace its 700,000 delivery workers, while workers at South Korean carmaker Hyundai are threatening strike action over issues including the roll-out of robots.<\/p>\n<p>These are early signs of what could be China\u2019s next export shock. The first \u201cChina shock\u201d was from its low-cost manufactured goods. <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/opinion\/china-opinion\/article\/3352065\/chinas-manufacturing-rise-here-stay-west-must-recalibrate?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">\u201cChina shock 2.0\u201d<\/a> centres on high-end manufacturing, from electric vehicles (EV) to batteries. The next shock could come from AI-powered industrial, humanoid and service robots.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">In China, they are intended to offset a shrinking workforce, since the country\u2019s working-age population is projected to fall from 1 billion at its peak to just 300 million by the end of the century. But abroad, robots are poised to become China\u2019s next export machine.<\/p>\n<p>Beijing <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/economy\/china-economy\/article\/3356629\/china-fast-tracks-humanoid-robots-and-embodied-ai-industry-under-nationwide-programme?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">wants 10,000<\/a> AI-powered robots operating in commercial settings this year alone. Deploying them is one thing; turning them into sustained productivity gains is another. Beijing won\u2019t leave that transition to chance: its latest five-year plan stresses human-machine collaboration and the roll-out of robots across the economy.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Many people see AI models as the next battleground for economic leadership. But they may be looking at only half the picture. AI models matter but they do not create sufficient economic value on their own. That happens only when they are turned into products, deployed at scale and woven into the fabric of the economy.<\/p>\n<p>So the front line of the AI race is shifting from the model to the ecosystem around it: the power, infrastructure, applications and adoption needed to put AI to work. The model is only one layer of a much larger stack, whose value comes from how the various parts are stitched together. <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/tech\/tech-trends\/article\/3355178\/alibaba-tencent-lead-pivot-chatbots-embodied-ai-robotics?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">Embodied AI<\/a> \u2013 melding models with industrial and humanoid robots \u2013 will become the next frontier in the coming decade.<\/p>\n<p>China\u2019s UBTech unveils humanoid robot companion with lifelike skin and \u2018emotional AI\u2019<\/p>\n","protected":false},"excerpt":{"rendered":"The world\u2019s attention is fixed on frontier artificial intelligence (AI) models, but China\u2019s robot-making factories deserve just as&hellip;\n","protected":false},"author":2,"featured_media":95516,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,25,2699,387,49926,935,9921,8761,40137,703,24534,304,3045,22525,214,4970],"class_list":["post-95515","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ai","tag-ai","tag-artificial-intelligence","tag-beijing","tag-china","tag-china-shock","tag-chinese","tag-ev","tag-hyundai","tag-international-energy-agency","tag-japan","tag-jd-com","tag-morgan-stanley","tag-robots","tag-south-korean","tag-united-states","tag-western"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/95515","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=95515"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/95515\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/95516"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=95515"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=95515"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=95515"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}