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Rate Of Return⚙️🤖 Lei Jun sets the tone: Humanoid robots will be on assembly lines within 5 years
Xiaomi CEO Lei Jun made a very clear judgment: within the next five years, humanoid robots will begin to replace a large number of factory jobs. This is not a conceptual fantasy but is based on the changes happening within Xiaomi's own manufacturing system.
In an interview with Beijing Daily, Lei Jun used Xiaomi's electric vehicle factory as an example, pointing out that "the inflection point has already appeared." The factory has already deployed AI-enhanced X-ray visual inspection systems to check large integrated die-cast parts—
• Each inspection takes only 2 seconds
• 10 times faster than manual inspection
• 5 times more accurate than manual inspection
This is not an auxiliary tool but a production node that directly replaces human judgment.
From Lei Jun's perspective, such changes mean the underlying logic of manufacturing is being restructured. Humanoid robots are no longer just for scientific research but are about to enter real production scenarios with high frequency, repetition, and precision. He clearly stated that Xiaomi plans to introduce humanoid robots into assembly lines within the same five-year window to take over standardized tasks currently performed by humans.
This path is not starting from scratch.
Xiaomi has previously launched the CyberOne humanoid robot prototype and continues to invest in #AI, robotics, and smart electric vehicle technology. Lei Jun sees these as part of a "systematic layout" rather than isolated projects.
More importantly is his judgment on the industrial structure. Lei Jun does not believe this will be a victory for any single company. He repeatedly emphasized:
• This is a new industry worth trillions of RMB
• Requires industrial collaboration + open engineering platforms
• No single company can independently complete the technology and ecosystem loop
In the longer term, he believes the market space for household humanoid robots is even larger. The reason is that home environments are more complex, standards are higher, and the requirements for perception, decision-making, and execution far exceed those of factories. This will further widen the technological gap.
This logic is highly consistent with the macro direction of China's manufacturing industry:
From relying on low-cost labor
To smart factories + automated systems
Let robots handle physical and repetitive labor
Let humans focus on design, decision-making, innovation, and system management
The real signal Lei Jun is not "machines replacing humans" but:
The core competitiveness of manufacturing is shifting from labor costs to the density of intelligent systems.
Key questions also emerge:
When humanoid robots truly enter the stage of large-scale deployment, which companies will become the new infrastructure for manufacturing automation?
📬Continuously tracking the key inflection points in China's manufacturing upgrade, #AI, and the robotics industry, focusing on real progress from the lab to large-scale implementation.
#Xiaomi #LeiJun #HumanoidRobots #Robotics #AI #Manufacturing #Automation #ChinaTech
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