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Report

WAIC 2026 - Deep Dive Analysis & Key Takeaways

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July 31, 2026

Why the topic matters?

World Artificial Intelligence Conference (WAIC) has become the premier AI event in China. WAIC 2026 marks the 8th edition and recorded the largest scale to date, and this year’s official theme is “AI Partnership for a Brighter Future”.


Who the content is relevant for?

This report targets readers focusing on the smart terminal and Physical AI ecosystem. It helps readers grasp the latest trend of agentification of intelligent terminals and gain in-depth insights into the evolving data ecosystem and practical deployment progress of humanoid robots.


Key questions addressed

Entering the Agentic era, how the operating systems and smart devices will continue to evolve, competition and cooperation dynamics between model players and hardware OEMs. For Physical AI, the report presents a viewpoint on how data scaling will happen.


Table of Contents

  • Forum - AI Terminal Industry Evolution & Coordinated Development
    Entering the Agentic era, traditional terminals evolve into active perception, self-decision agent terminals, and new form factors are emerging
  • Forum - From Digital Screens to Embodied AI hosted by HONOR
    HONOR unveiled its Agentic OS upgrade roadmap, transitioning from smartphone-centric business to an Agentic OS-based hardware ecosystem
  • Forum – The Horizon of Physical AI Emergence hosted by AGIBOT & Maniformer
    Discussions center on how to break through the data, representation and closed-loop barriers and turn general purpose intelligence into reality. Data scaling is the prerequisite for general embodied intelligence models, and the fusion of human and robot data offers a feasible way to speed up data scaling.
  • Key Takeaways of Robotics Exhibition (Hall H3)
    Humanoid robot companies displayed abundant manipulation demos for warehousing logistics, 3C production, retail and smart home scenarios. The focus of humanoid robot applications is shifting from entertainment and performance to industrial deployment. On the supply chain side, more domestic solutions have emerged for core components such as dexterous hands, tactile sensors and joint modules.






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Industry

AI

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Author

Ethan Qi

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Ethan is an associate director in Counterpoint‘s Greater China team, dedicated to research of smart device, semicondutor and BoM analysis, AI Robotics Research, and emerging technologies. Ethan has been working in the handset and semiconductor industry for 10+ years. Prior to joining Counterpoint Research, Ethan served Coolpad, VIA and Intel sequentially as senior technology researcher and product manager respectively.

Shaochen Wang

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Shaochen Wang is a Research Analyst at Counterpoint Research, based in Beijing, China. At Counterpoint, he closely monitors the automotive and intelligent robotics industries, with a particular focus on pivotal technologies—including Autonomous Vehicles, Humanoid Robots, and Artificial Intelligence—that underpin generalized autonomy. He began his career at Lenovo Group in the Corporate Strategy division. Prior to joining Counterpoint Research, his most recent role was as a Consultant at EY China. He holds a MSc in Operations Research & Industrial Engineering from the University of Texas at Austin, and a BSc in Civil & Environmental Engineering from Technion-Israel Institute of Technology.