Summary

  • Xiaoyu Intelligent Manufacturing is using welding as the first step in its broader industrial embodied intelligence plan.
  • The company chose welding because it sees a major labor shortage, hard working conditions, and a long training path for new welders.
  • Its founder says the goal is to build one general robot “brain” that can later expand from welding into tasks like riveting, grinding, and spraying.

Xiaoyu Intelligent Manufacturing, founded in 2023 by former Xiaomi executive Qiao Zhongliang, is putting welding at the center of its early robotics push. In the 36Kr report, the company presents welding as the first real factory case for its “one brain, multiple forms” idea, where one core intelligence could later run different robot bodies.

小雨智造|奔跑在梦想的路上
小雨智造(北京小雨智造科技有限公司),成立于2023年1月,是一家专注于通用人工智能机器人研发的科技公司。我们团队初创成员来自小米、华为、微软、字节跳动等科技公司,毕业于清华、北大、南大、北航等高校。我们的工作经验集中在自动驾驶、自然语言处理、操作系统和智能硬件研发领域,在这些领域贡献了一些典型作品,如小米MIUI系统、华为智驾系统、小爱智能语音系统、小米智能工厂等,这些经验让我们在智能机器人领域有足够高的认知和执行能力。

The reason is very practical. Qiao says welding fits three things his team looks for: work people do not want to do, work that takes a long time to learn, and work with high value. He also points to a major welder shortage, while noting that welding can be hard on the lungs, eyes, and waist, even though pay can be attractive. That makes this story important not only for robotics, but also for the future of welding jobs and skills.

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On the technical side, the company says welding is one of the hardest industrial tasks because of molten pool behavior, metal movement, smoke, dust, and the need to control the last few millimeters with accuracy. Xiaoyu says its welding robots have been deployed in customer factories since Q4 2025, and it sees welding as the base from which it may later expand into nearby operations such as riveting, grinding, and spraying.

Source:

Former Xiaomi Executives Launch Robotics Business, Employ “Blockbuster Product Logic” for Industrial General Embodied Intelligence Development
Xiaoyu Intelligent Manufacturing estimates that the demand for intelligent welding robots can reach tens of millions. Occupying a 10% share would fully meet the market conditions to turn it into a “blockbuster product”.