What Can We Learn From Yushu Tech?

Yushu Technology, which has already dominated the domestic robot dog (quadruped robot) industry, plans to achieve a greater goal - ultimately reducing the price of robot dogs to $600, making them affordable for everyone.

What are the advantages of Yushu Technology? In my opinion, firstly, it is due to abandoning the expensive and difficult to maintain hydraulic drive solution and choosing electric motor drive (with a BOM cost gap of about 40% and an annual maintenance cost gap of about 10% -15%); Secondly, it is because the product price is cheaper, such as the new generation robot dog Unitree Go2, which claims to be a "embodied intelligent new species", priced at only $1500. Thirdly, its excellent vertical integration capability in the supply chain can continuously support the rapid iteration of its products, comparable to the BYD model of robots.

The prices of products will adjust with changes in costs.The starting price of the previous generation robot dog Unitree Go1 from Yushu Technology is $2700, and the halving of the price of the new generation product can already indicate the trend.

I think three to five years, we are likely to see the Yushu Technology robotic dog priced at $600.