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China, day 5.5
I headed to a robotics sensor factory tour at Guangzhou Lianhe Technology Development. We first looked at the assembly line where workers were soldering, assembling and testing devices. Ventilation is very important to draw out the fumes from soldering and ensure that the product is not contaminated. They spend a lot of time inspecting the assembly line to keep it up to international standards. They have many assembly lines and are adding more capacity soon on another floor under construction.
Next we went to the SMT line. Before entering we put plastic on our shoes to keep this room clean. These machines are extremely precise and fast at placing components onto PCBs. Each raw board rides down a conveyor belt where the machine places chips and components. Chips and components are in a big roll that feeds into it almost like a printer, except it costs millions. At the end of the conveyor belt is a QC inspector who ensures the board is done correct, then it gets placed into another belt in what is effectively a large oven that bakes the chips on. The SMP machines are very expensive, so it’s usually run at a lower speed but 24/7 to reduce wear.
Lots of effort is put into ensuring the quality is high here. There are special faraday cage stations too where they can test anything with a radio to ensure it’s rf performance is correct without interference. They have made their own battery charge and discharge machine for testing the batteries and spread out around the factory they have many QC rooms.
They also have their own in house engineering team. They have helped many companies go 0 to 1 on products and some of those companies are now producing millions of units with them. Their engineering teams can do mechanical, electrical, firmware etc, more or less everything needed to build a product and they can even scale up the engineering team very quickly with the great supply of engineers in the area.
They are very intentional about the storage of components, they separate them out into different rooms and have temperature controlled storage for sensitive components. If a batch of components were to be damaged the product wouldn’t work and they would have to redo the run.
They produce many medical grade products in this factory and one of the important tools they have for this is the spectrometer which allows them to detect contamination.
They also have a small machine shop where they produce some custom tools that allow them to work faster.
China, day 6.5
I discovered a robot shop while wandering the streets of Nantou Ancient City. They have an EngineAI T800 and a Booster T1 humanoid. They’ve set up a fishing game you can play using an exoskeleton. I wanted to play it, but the staff told me that it needed some repairs before it would be ready to play.
The Exoskeleton looked like an interesting unit I’ve never seen before. Looks like they primarily sell medical rehab devices, but I guess this exoskeleton can be adapted for robotics use. I’m super surprised they aren’t using a VR headset for this. I’ll go back tomorrow and see if they’ve repaired it.
Funny, in China one of the best places to find a high tech robot is in the Ancient City.
Early OpenAI recruiting was an absolute masterclass in selling a grand vision
That time I tried to talk @jackclarkSF into being a poor for the rest of his life. Was on his way from Bloomberg to OpenAI and then Anthropic
China, day 5.5
Time to talk humanoid robotics. We went to meet up with @ClaraChengGo at the most beautiful bookstore cafe. Clara works at OpenMind on frontier robotics. She has an unusually strong grasp of where the frontier is and what it means. She also has a business where she helps robotics companies find the right data collection equipment for their projects and has hands in robotics rental. She showed me a video of a robot at a wedding, and we’ll get back to that in a moment. Clara has an incredible depth of knowledge on robotics, where the state of the art is and many friends doing interesting work. Some of the things she said were permanent updates to my understanding of the field.
Later that night we went for dinner with new friends, @Kkkatia1 and Michelle. Michelle began showing us a video of a robot she rented at the wedding bringing her the ring. …it was the same video Clara showed us earlier! Clara and Katia were friends in robotics, Shenzhen has an ecosystem almost as tight as SF I believe. Maybe if we’re lucky Katia or Clara will reply with the video.
China, day 4
Shenzhen is an incredibly large place. A lot of prototyping and startups are located in the Nanshan area, to get to the factories you’ll probably hop in a DiDi(Chinese Uber!) for 30-60 minutes at a cost of…$4 USD
Our first such trip took us up to @Ryan__Dunwoody and his engineering firm Powerhouse. Ryan helps founders take their products all the way into production working closely with the factories to get it made. He’s also got plans in the works to start incubating more startups.
He showed us around his office and some of the projects he’s working on. Like a lot of the companies we’ve visited in Shenzhen he is working on some confidential stuff for his clients so we were only allowed to film in certain areas.
He’s built some really cool projects like an exoskeleton for walking assistance, an electric bike trailer and an AI art peice that’s constantly morphing new images.
We mentioned we were planning to visit a gym afterwards and he told us he had a gym we could use in his office too, how convenient!
If you want to live her we have an open room, possibly a sublet for a few months even. And we have cleaners.
China, day 4.5
We toured an actuator factory at @tcdrive2012. The manufacturing line was almost like a clean room, we had to put on factory scrubs, our shoes were shrink wrapped in a special machine and then we passed thru a chamber where the air was blown out and replaced with new air to prevent contamination. Their manufacturing process is proprietary so we weren’t allowed to film everywhere.
They took us thru each station in the assembly line and explained what they are doing. I was surprised at the workers slow speed, they seemed more concerned with producing a quality product than doing it fast. About a third of the factory/stations were dedicated to various communication, precision, noise and others quality controls.
I was allowed to film in the testing room were they had built a custom rig to measure the accuracy while moving weights around. Notice how each actuator and arm sits on a MASSIVE inch thick pipe and plate stand. Extremely thick metal like this is used in high precision applications(for example, CNC machines) to prevent any flex. This lets their test stand have extreme high sensitivity/precision. They didn’t even call it out, but I was very impressed with their attention to detail.
They had more rooms for R&D. They let us photo some arms and humanoids they built for marketing. One customer had a humanoid partially assembled in the factory that I wasn’t allowed to photograph.
In china they have driverless cars too. The brands all have horse inspired names. One is called Pony Pilot and another translates to Carrot Fast Run(a reference to dangling a carrot in front of a horse!). The Chinese love word play.
Robotics in China, day 3
I started off the day attempting to reach out to some humanoid robot companies to come check out their robot. I haven’t heard back yet, which is surprising because everyone in China seems to hustle like crazy and I seriously may buy non-unitree robots some day. Hopefully they’re just taking Sunday off tho.
We met up with @shenyshawn22 for dinner at the Shenzhen Cloud City mall. Shawn is very good at understanding the quality of manufacturers in China and gave us great advice for vetting factory tours. We walked around the mall, did a bit of shopping and headed home for an early night. I wanted to take it a bit easier today after a packed day yesterday and do a bit of planning for the coming days.
Day 2 of China Robotics
We met up with @boshenzh to go tour the electronics market. We started by chatting over some Chinese street food then headed in to the market.
There are so many different types of vendors, all the way from raw transistors to GPUs. I was on a mission to pick up a bunch of touchscreen ESP32s to gift everyone I meet in Shenzhen. After much searching I located a few booths selling them and grabbed 10 for $7.21 USD each. We tried to haggle but she wouldn’t budge and the price was already lower than the other vendors and on TaoBao(Chinese Amazon basically).
We walked over to Trouble Maker, a hardware maker space and incubation lab. They had incredible amounts of equipment, an onsite engineering team and their own factory for production. They told me stories of rush jobs where they had finished CAD files at 2am and had the machined parts brought to them by 7am. Shenzhen truly moves at another speed.
We then met up with @MaxLiu09 for the Robot Valley tour at Robotuo. Shenzhen is a much larger place than I planned for so we were late and barely made it in time! Check how far things are in Shenzhen, it’s not like SF. We missed most of the tour, but they had lots of robots.
We then met up with @Cyberelaina for a tour of the university city. Shenzhen is a new city so Chinas central planning placed all the Universities in Shenzhen inside a campus the size of a small city. The campus feels like a park, but every building is a 50+ story skyscraper with incredible architecture. Chinas ability to centrally plan nice things is incredible, we do this on a small scale in Irvine, California but it’s clear why China is winning.
What should I do tomorrow in Shenzhen?
Day 1 of Shenzhen robot travels
We landed at midnight in Shenzhen Airport. We found this cafe run by robots at the rideshare hailing area. A pair of arms can make you a coffee and the Galbot will deliver it to the window, but it was closed when we saw it at 2am.
China is already proving to be on another scale, there were thousands of people in the cavernous airport and the Ride-hailing area had hundreds of people waiting.
Our midnight landing made it hard to see more robots, what do you think we’ll see tomorrow?
Justin Strong retweeted
Showing @GPTJustin my culture at Sanrio Puroland, Tokyo
I went here at 7 years old and it changed my life
Hello Shenzhen from SF
I am a robotics founder visiting from oct 29th to nov 8th.
I’m hoping to meet
- people in robotics
- hardware folks
- researchers
- data people
- builders
- factories
If your in Shenzhen let’s connect, I’ll bring you an ESP32 and a coffee
I’ll also be visiting Hong Kong for a few days on the 8th and Tokyo today until October 29th with @gracepace_










































