Unitree机器狗拆解与上市：中国具身智能的性价比革命

This week we’re publishing a series of five articles about the state of robotics — we’re calling it Robot Week. It’s the most ambitious project we’ve ever undertaken. Over the last nine months, I’ve read dozens of research papers, Kai has gone on five reporting trips (including one to China), and we even purchased a robot dog from China!

Our goal is to help readers understand the pace of progress in robotics — and the implications for the economy. How close are today’s robots to human-level performance? What are the biggest problems remaining to be solved?

Our first two articles (including this one) will be free, but the final three will be exclusively for paying subscribers. This week we’re also offering 25% off an annual subscription. So it’s a great time to upgrade. Click here to get the 25% Robot Week discount!

On a sunny morning in June, I walked to work with a quadruped robot beside me. I’ve never gotten more attention from strangers.

A bunch of people snapped pictures of my robot dog. Several people asked me questions. Was it mine? (Yes.) Did I build it? (No.) Was it being used for surveillance? (No.)

Biological dogs kept a safe distance from my mechanical companion. Some growled or barked at it.

Children were fascinated. I paused and had it do tricks for several of them: “shake hands,” do a handstand, or leap into the air.

I live in a leafy Washington DC neighborhood called Mount Pleasant. The neighborhood lives up to its name, so my morning commute is mostly downhill. My robot companion, manufactured by the Chinese company Unitree, walked the two miles to my office near the White House with battery capacity to spare.

Me at the office with my Unitree Go2 Pro robot dog. (Photo by Nat Purser)

I recharged the battery during the workday, but it still struggled on the afternoon walk home. We were now mostly walking uphill, and the temperature had risen to 87°F (30°C). The robot’s steps seemed increasingly labored as the path got steeper.

As I entered my own neighborhood, I glanced at two indicators in the corner of my phone screen. One showed that the robot’s battery was at 5% — dangerously close to empty. The other showed the internal temperature was 84°C — 183°F.

We were within sight of my front door when the robot suddenly collapsed. I’m not sure if it ran out of power or overheated, but either way it didn’t shut down gracefully — it rolled onto its back with its legs in the air.

My robot dog after it collapsed steps from my home. The light on its “face” was blinking red, and the lidar sensor on its “nose” was still spinning. (Photo by Timothy B. Lee)

Several people have asked me what my robot is useful for, and the honest answer is not much.

Unitree quadrupeds are widely used for academic research and they are sometimes used for entertainment. But there don’t seem to be a ton of practical applications.

Wheeled robots are faster and more energy-efficient, making them better for deliveries. Flying drones are a better choice for a lot of surveying and inspection work. My robot has no arms or hands, making it mostly useless around the house.

But my robot did have one big thing going for it: it was astonishingly cheap.

I paid $4,017. That’s more money than I’ve ever spent to review a product. But it’s also far less than I would have had to pay for this type of robot a few years ago. And it’s cheap enough that people may find uses for it that wouldn’t have made sense at higher prices.

Sometimes what changes the world isn’t the invention of a new technology, it’s figuring out how to make it affordable enough for a mass market. Xerox built the first personal computer with a graphical user interface, but companies like Apple, IBM, and Microsoft made the technology mainstream. Perhaps Unitree will play a similar role for quadruped robots — though as I’ll discuss later, Unitree’s robots now face legal restrictions in the United States.

Unitree has also used quadruped robots as a stepping stone to another market that could be much more important — humanoids. Unitree launched its first humanoid robot in 2023. Leveraging its experience making cheap quadrupeds, Unitree is able to sell humanoid robots for as little as $13,500.

That’s still way out of my price range, which is why I bought a robot dog instead. But it’s dramatically cheaper than any humanoid you could buy a few years ago. And the low cost has made Unitree a global leader in humanoid robots.

Financial markets are bullish. Unitree debuted on the Shanghai stock market on August 19. On its first day of trading, shares shot up more than fivefold. It has lost some altitude since then, but at Monday’s closing price, the company was still valued at $34 billion — more than triple its valuation before the IPO.

How Unitree democratized legged robotics

Prof. Xuesu Xiao standing in front of four Unitree quadruped robots in his lab in Arlington, Virginia. (Photo by Timothy B. Lee)

Earlier in June, I visited Prof. Xuesu Xiao, a roboticist at George Mason University.

“Ten years ago, only a very small set of research groups were working on quadruped locomotion because they were the only people on the planet who could build a quadruped,” Xiao told me. “Then Unitree came onto the market. And it basically democratized the entire world of quadruped locomotion research.”

Xiao gave me a tour of his lab, which had four Unitree quadrupeds. Each cost around $15,000. The lab also had a quadruped robot called Spot. It was made by Boston Dynamics — widely seen as the industry leader before Unitree came along. But Spot is expensive, starting around $75,000.

Unitree founder Wang Xingxing developed a crude quadruped robot called XDog for his master’s thesis at Shanghai University.

“Marc Raibert from Boston Dynamics is my idol,” Wang told IEEE Spectrum in March 2016. “Their papers helped me to design XDog.”

Early Boston Dynamics prototypes — with names like BigDog and WildCat — had gasoline engines and hydraulic actuators. This made them too large, noisy, and polluting for practical use.

In that 2016 interview, Wang said that his goal was to “make quadruped robots simpler and smaller, so that they can help ordinary people with things like carrying objects or as companions.”

Boston Dynamics officially unveiled an electric quadruped called Spot in June 2016. But Spot didn’t become commercially available until 2020.

That created an opening for Unitree, which Wang founded in May 2016. The company’s first quadruped products — Laikago in 2017 and AlienGo in 2019 — were powered by electric motors. Designed for research labs, they cost tens of thousands of dollars.

In 2021, Unitree launched the Go1 line, which started at $2,700 for the “Air” model. In 2023, Unitree unveiled the Go2, which was even cheaper — $1,600 for the Air and $2,800 for the more capable Pro.

Today, Unitree’s cheapest robot — the Go2 Air — is more than 97% cheaper than Spot. But this is not an apples-to-apples comparison; Spot is larger than Unitree’s Go2 line and can carry heavier payloads.1

Still, the fact remains that Unitree made quadruped robots affordable to many people who could never afford Spot — including me! My wife never would have let me spend $75,000 or even $15,000 on a robot dog. But I convinced her to let me spend $4,017 (after tariffs and shipping costs) on a Go2 Pro.2

Why are Unitree robots so cheap?

Last year the firm Simplexity tore a Go2 robot dog apart and made a video showing what they found.

Simplexity took a Unitree Go2 Air robot apart to understand its components, including the 12 identical motors that keep costs down while giving the legs a “really dynamic range of motion.” (Screenshot from the Simplexity teardown video)