虎嗅

Hotel Robot Companies on the Brink of Profitability, but Hotel Employees Are More Anxious

原文:头部酒店机器人公司盈利前夕,酒店人更焦虑了

Summary of Key Points

The hotel robotics sector has evolved from being criticized for its initial clumsiness to leading companies approaching the point of profitability. There is a significant difference in acceptance of robots among hotels of different categories: mid-to-high-end hotels are enthusiastic about using them, while budget-friendly hotels are hesitant; luxury hotels do not use robots at the front desk but utilize them in the back office. Robots will not completely replace hotel staff; instead, they will work alongside humans in a “human-robot collaboration” model—where robots handle mechanical tasks and people provide personalized, warm services, potentially creating new job roles.

I. Have Hotel Robots Finally Found Their Place? From Criticism to Profitability?

Hotel robots, which were once mocked on social media for “dominating elevators” and being seen as stubborn replacements for human staff, have suddenly experienced a period of prominence this year:

  • Technological Advances: Qiling Intelligence has achieved full automation in the laundry process (from picking up clothes to delivering them to rooms). Pod Robot has partnered with Yado Hotel, deploying over 1,000 units and becoming the global leader in both shipments and revenue.
  • Profitability Signs: Leading companies are starting to see profits. Pod Robot expects its revenue to double by 2025, and its EBITDA (a key indicator of profitability) is on the path to turning positive. Qiling Intelligence has already started making a profit in mature areas such as delivery services.

However, this success is not due to easy gains but rather years of hard work and reaching a critical point in technology and scale.

II. Why Do Some Hotels Rush to Use Robots, While Others Ignore Them? It Depends on the Hotel’s Category

The acceptance of robots varies greatly among different types of hotels:

  • Budget-Friendly Hotels: They are reluctant to invest. Even if robot prices drop to over 10,000 yuan, the additional costs for elevator modifications and annual maintenance are still too high. These hotels prefer to have delivery staff deliver meals directly to save hassle.
  • Mid-to-High-End Hotels: They are eager to adopt robots. Business guests worry about privacy concerns with delivery staff, and it’s inconvenient for them to go downstairs to pick up orders themselves. Robots solve this problem efficiently, offering a cost-effective solution (60,000 yuan in investment over 5 years compared to 750,000 yuan for human staff). Chains like Yado and Huazhu are strong supporters of robotics.
  • Luxury Hotels: They do not use robots at the front desk but utilize them in the back office. For example, Ritz-Carlton and Regent Hotels prefer a more formal service, and using robots for deliveries would be considered unsophisticated. However, robots can handle heavy tasks like moving linens and cleaning tools, reducing labor by 30% and freeing up staff to provide more personalized services.

III. Why Is It So Difficult for Robot Manufacturers to Make a Profit? The Challenges Are Substantial

Despite the current profitability of leading companies, the past was tough:

  • Non-One-Time Sales: Robots need to be intelligent, able to use elevators, and integrated with hotel systems, requiring continuous investment in software development and algorithm optimization.
  • Fierce Price Competition: Robot prices have dropped significantly (from 136,000 yuan in 2016 to 13,100 yuan in 2024), meaning selling hardware often results in losses. Since most hotels only require basic delivery functions, they focus on price rather than quality.

IV. Will Robots Lead to Job Losses for Hotel Staff? The Future Lies in Human-Robot Collaboration

Many employees are concerned about being replaced, but there’s no need to panic:

  • Robots Handle Menial Tasks: Robots can perform repetitive, physically demanding tasks around the clock, helping hotels overcome labor shortages (especially among younger workers who avoid low-paying manual jobs).
  • Humans Provide Personalized Services: Hotels offer emotional value through personalized services that robots cannot replicate.
  • New Job Roles: The future of hotels will require skilled professionals to manage robots and optimize digital systems, transforming roles from simple tasks to more strategic positions with higher career prospects.

A fully robot-powered hotel is just a test of technological possibilities. It’s like Xiaomi competing in the Nürburgring race—not to mass-produce supercars but to improve ordinary vehicles through extreme testing. In the end, robots will serve as tools, and humans will focus on providing genuine hospitality.

In One Sentence: The Future of Hotels

Hotel robots are not here to take jobs away but to free up staff to focus on providing exceptional services. This is the ultimate goal of the hotel industry—using technology to enhance the customer experience by freeing human resources for more meaningful tasks.