Chinese makers shipped 97% of global humanoid robots in H1 2026, AGIBOT and Unitree lead
ingliguori · x · 2026-09-20
- Cited figures claim Chinese manufacturers accounted for over 97% of global humanoid robot shipments in H1 2026, with AGIBOT and Unitree alone making up roughly three quarters of the market.
- The author argues robotics is a manufacturing problem as much as an AI problem: China's dense component supply chains, manufacturing scale, lower costs, and strengths in batteries, actuators, and reducers enable faster commercialization.
- Takeaway: the next robotics battle may be decided by who can manufacture intelligence at scale, not by who builds the smartest prototype.
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