Chinese firms lead 2025 global humanoid robot market

A new Omdia report shows Chinese manufacturers dominated the global humanoid robot market in 2025, with Shanghai-based AgiBot leading in shipments. Worldwide shipments surged nearly 480% to 13,318 units, highlighting rapid industry growth.

In 2025, the humanoid robot market entered a phase of rapid growth. According to a report released by market research firm Omdia on January 9, Chinese companies stood out with large-scale production and delivery. Shanghai-based AgiBot shipped 5,168 humanoid robots, accounting for about 39% of the global total, ranking first worldwide in both volume and market share. Unitree ranked second.

Omdia analyst Lian Jye Su said: “Chinese vendors are setting benchmarks in large-scale production, as they have reached thousand-unit shipments in a short period, enabling the deployment of tens of thousands of robots annually.” This achievement is driven by the integration of generative AI with robotics, shifting from preset-task designs to systems capable of learning and adapting to environments, often described as 'general-purpose embodied intelligence.'

The report noted that companies including AgiBot, Unitree, and Tesla are emerging as major players in the global humanoid robot market. Worldwide shipments jumped nearly 480% in 2025 to 13,318 units. Looking ahead, Omdia forecasts that global humanoid robot shipments could reach 2.6 million units by 2035.

This progress underscores China's strong competitiveness in robotics, with five other Chinese firms also in Omdia's top 10 list.

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Elon Musk unveils Optimus Gen 3 robot at Tesla's Fremont factory, as production lines shift from Model S/X cars to 1 million humanoid robots annually.
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Tesla Unveils Optimus Gen 3 as Model S/X Lines Shift to 1M Annual Robot Production

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Following its Q4 2025 earnings call announcement to end Model S and X production by Q2 2026, Tesla debuted its third-generation Optimus humanoid robot on February 2, 2026, via Weibo, confirming plans to repurpose Fremont factory lines for up to one million units annually amid EV sales declines. CEO Elon Musk highlighted Optimus's transformative potential in robotics.

China captured nearly 90% of global humanoid robot sales in 2025, with domestic firms Unitree and Agibot topping the charts. American companies, including Tesla, sold far fewer units despite ambitious targets. This early dominance mirrors China's strategy in electric vehicles, bolstered by state support and supply chains.

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China's vice minister of industry and information technology, Zhang Yunming, said at a January 22 press conference that the number of AI firms exceeded 6000 in 2025, with the core industry expected to surpass 1.2 trillion yuan. The sector highlighted how advanced manufacturing and AI-driven industries provided strong momentum for growth, boosting manufacturing value added by 5.9%.

Building on Elon Musk's recent endorsement of Optimus after investor Jason Calacanis' lab visit, Tesla is betting big on its humanoid robots to reach a $25 trillion valuation—over 80% from robotics—despite missing 2025 production goals and slumping car sales.

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China is leveraging high-tech manufacturing, including 3D printers, to gain a competitive edge in global markets. In 2025, exports of high-tech products rose 13.2 percent, contributing to overall export growth. Shenzhen firms like Anycubic and Elegoo are expanding overseas through innovation and cost advantages, reaching over 150 countries and regions.

At CES 2026 in Las Vegas, companies unveiled innovative robots blending artificial intelligence with practical and entertaining functions. Highlights include humanoid assistants for household chores and specialized devices tackling navigation challenges. These developments signal a push toward more autonomous home helpers.

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At Tesla's 2025 annual shareholder meeting, Elon Musk unveiled ambitious plans for the Optimus humanoid robot, stating it would eliminate poverty and provide superior medical care. Shareholders approved Musk's $1 trillion performance-based pay package, which includes targets for delivering one million Optimus units over the next decade. Musk highlighted the robot's potential to transform the economy through sustainable abundance.

 

 

 

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