China Dominates With 97% of Global Humanoid Robot Shipments in H1 2026

alexmacgregor__ · x · 2026-08-10

Data indicates that Chinese humanoid robot makers accounted for over 97% of global shipments in the first half of 2026.

Commentators suggest that without an iPhone-level miracle product from Tesla or other US brands, China is poised to lock down the entire robot industry. The market potential for Physical AI is expected to be vastly larger than that of AI models or chat apps.

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