Snapshot: August 2026 · open sources (SAG, Counterpoint, TrendForce, Interact Analysis, MIIT PRC)
Humanoid robots crossed from demonstration to deployment in 2026. Shipments are surging, industrial use now dominates, and the manufacturing base is concentrated in China — which reframes the topic as a localization and technology-transfer opportunity, not just a tech-news item.
China dominance
97% of global shipments and ≈85% of demand; six of the ten largest producers are Chinese.
AgiBot / Unitree duopoly
≈75% of the market together; in 2026 AgiBot overtook Unitree to become No. 1.
From demos to work
For the first time, over 70% of shipments serve industrial and commercial tasks, not showcases.
IPO wave
Unitree — the first "humanoid" A-share in Shanghai; AgiBot is preparing an IPO in Hong Kong.
PRC state support
Robotics is in the "new troika" of priority industries; a national robot-training program (2026).
Geopolitics & barriers
The US (FCC) is moving toward banning imports of Chinese robots — export control as a supply-chain factor.
Industry & assembly
Conveyor, fastening, quality control, node inspection.
UBTech Walker S2 · AgiBot A2 · Figure 02
Logistics & warehousing
Container handling, picking, line servicing.
Agility Digit · AgiBot A2-W
Education & science · training centers
STEM, programming training, technical-college practice.
Leju ROBAN / AELOS · EngineAI SA01 EDU
Service & retail
Reception, navigation, escort, promo and guide.
Fourier GR-3 · UBTech Cruzr
Medicine & rehabilitation
Assistance for low-mobility patients, exoskeletons.
Fourier GR-1 · exoskeletons
Cleaning & utilities
Cleaning, disinfection, premises servicing.
AgiBot C5
Hazardous environments
Inspection, special tasks, inaccessible zones.
Heavy platforms A2-Max
Home & everyday · outlook
Household help, elderly care, companion.
1X Neo · Xiaomi CyberOne
No. 1 worldAgiBot / Zhiyuan
智元机器人
Founded 2023, Shanghai · Deng Taihua & Peng Zhihui (ex-Huawei)
2025 position 5,168 humanoids, 30.4% share
Products Yuanzheng A2 / A2-W / A2-Max, Lingxi X1, C5
Global shipment leader; open AgiBot World dataset, GO-1 foundation model, Lingqu OS. PRC/US/EU certification; preparing a Hong Kong IPO.
No. 2 worldUnitree Robotics
宇树科技
Founded 2016, Hangzhou · Wang Xingxing
2025 position ≈4,200 humanoids, 26–32% share
Products H1, G1, R1, Go2, B2, GD01 mech
Full internal cycle (motors, reducers, LIDAR), open SDK and datasets — the strongest science-and-education ecosystem. Public store and distributor program.
No. 3 world · 9880.HKUBTech Robotics
优必选科技
Founded 2012, Shenzhen · Zhou Jian
2025 position ≈1,000 humanoids, ≈5% share
Products Walker S1 / S2, U1, Cruzr, Alpha
Industrial humanoids on factory floors; partnerships with Foxconn, BYD, Geely. Over 2,790 patents. Public company — financials available for due diligence.
No. 4 worldLeju Robotics
乐聚机器人
Founded 2016, Shenzhen · Leng Xiaokun, CEO Chang Lin
2025 position ≈4.9% share, 100+ full-size
Products Kuavo, KUAVO-MY, ROBAN, AELOS
Full STEM line (ROBAN, AELOS), a programming-education platform, a 10,000 m² training center in Shijiazhuang — a direct reference for the training-center concept.
No. 5 worldEngineAI
众擎机器人
Founded 2023, Shenzhen · Zhao Tongyang
2025 position No. 5 by shipments
Products T800, SE01, PM01, SA01 / SA01 EDU, S2
Open platforms and the lowest entry barrier for education (SA01 EDU). Flagship T800 — the first humanoid with a solid-state battery. Direct sales channel.
No. 6 worldFourier Intelligence
傅利叶智能
Founded 2015, Shanghai · Zhou Bin
2025 position No. 6 by humanoid shipments
Products GR-1, GR-2, GR-3, exoskeletons
Medicine and rehabilitation: 10 years of clinical history, 2,000+ clinics in 40+ countries. The most international structure — English-language sales, Singapore entity.
Off shipment ranking · 1810.HKXiaomi (Robot Lab)
小米
Founded 2010 (robotics since 2021) · Lei Jun
2025 position No serial humanoid deliveries
Products CyberOne, CyberDog 2
A research and image-building effort; no serial humanoid production. The value lies in unique competencies in mass production and electronics cost reduction.
Manufacturer contacts and introductions are handled through a verified iBRIDGE project — Start a project to request a screened introduction and a technology-transfer path.
World analogues are not part of the Chinese ranking; shown as technology reference points.
Indicative market snapshot compiled from open sources (industry trackers and vendor disclosures) as of August 2026, for informational purposes only. Figures are estimates and vary between sources; this is not investment advice. iBRIDGE operates in Advisory mode.