Chinese Robotics Startups Just Took Over the Global Humanoid Robot Market

Chinese Robotics Startups Just Took Over the Global Humanoid Robot Market
Humanoid robots produced by AGIBOT. (@agibot_/Instagram)

Shanghai, en.SERU.co.id – Chinese startups dominated global humanoid robot shipments through 2025, surpassing Western companies in mass production volume.

According to an Omdia report, Chinese companies will account for approximately 87% of the global market share. Total deliveries reached roughly 13,000 to 13,300 units, a sharp jump from the year before.

Shanghai-based AGIBOT (also known as Zhiyuan Robotics) came out on top. The company shipped 5,168 humanoid robots, grabbing nearly 39% of the global market and claiming the number one spot for both volume and market share.

Unitree Robotics from Hangzhou followed closely behind. The company reported shipping more than 5,500 units (though Omdia put the figure closer to 4,200). Together, these two alone moved well over 10,000 robots.

Six of the top 10 companies globally were Chinese, leaving U.S. players like Tesla and Figure AI far behind in terms of actual deliveries.

Some headlines called this a win over Nvidia. But the reality is more balanced. Nvidia still dominates AI chips and software platforms like Isaac GR00T. What Chinese companies are winning at is the physical hardware, producing reliable robots at much lower costs and in large volumes.

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Interestingly, Nvidia is collaborating with Unitree. In early June 2026, CEO Jensen Huang announced a partnership using Unitree’s H2 robot as a reference platform for researchers.

“Nvidia has partnered with Chinese robotics champion Unitree Robotics and Singapore robotic hand maker Sharpa to release a new humanoid robot reference design…” said Jensen Huang, Nvidia CEO, as quoted by the South China Morning Post.

Analysts view this as a clear division of strengths: the U.S. still leads in top-tier AI models and software, while China is ahead in turning the technology into affordable, mass-produced physical robots for factories, logistics, and other real-world uses.

Omdia predicts the market will grow rapidly, with annual global shipments potentially reaching 2.6 million units by 2035.

It’s still early for humanoid robots, but the direction and split in capabilities between the two countries is becoming more obvious.

 

*(Sources: Omdia, Bloomberg, AGIBOT, Visual Capitalist, South China Morning Post, CNBC, Reuters)

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