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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The output of China's core artificial intelligence industry exceeded 1.2 trillion yuan ($165 billion) in 2025, with more than 6,200 companies operating in the field, said Li Lecheng, head of the Ministry of Industry and Information Technology. The remarks came after the opening meeting of the fourth session of the 14th National People's Congress in Beijing on Thursday.

China menguasai hampir 90% penjualan robot humanoid global di 2025, dengan perusahaan dalam negeri Unitree dan Agibot menduduki posisi teratas. Perusahaan Amerika, termasuk Tesla, menjual jauh lebih sedikit unit meski punya target ambisius. Dominasi awal ini mencerminkan strategi China di kendaraan listrik, didukung dukungan negara dan rantai pasok.

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Membangun dari dominasi 2025 dengan lebih dari 90% pangsa pasar global, robot humanoid China menarik perhatian besar di CES dan Gala Tahun Baru Imlek China pada awal 2026. Optimus milik Tesla tetap dalam produksi terbatas di tengah keterlambatan, dengan penyebaran massal ditargetkan untuk 2027 atau setelahnya. Analis Lian Jye Su menyoroti skala manufaktur China sembari mencatat kekuatan perangkat lunak AS dalam persaingan yang semakin sengit.

Hangzhou-based Unitree Robotics has filed for an IPO on Shanghai’s Star Market, aiming to raise 4.2 billion yuan (US$610 million) amid surging interest in embodied AI. The company’s revenue jumped 335 per cent last year to 1.71 billion yuan, with adjusted net profit rising nearly eight times to 600 million yuan.

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Analysts suggest China’s rapid AI adoption may limit the economic fallout from its rapidly ageing population. As fertility rates fall across Asia, sustaining growth with fewer workers poses a daunting challenge. The region’s deep semiconductor, tech hardware, and machinery ecosystems enable faster and cheaper deployment than other regions.

Divisi China Tesla menggoda di Weibo bahwa robot humanoid Optimus V3 yang didesain ulang, mampu belajar tugas dengan mengamati manusia, akan segera diungkap. Ini menyusul pengumuman laba terbaru yang mengalihkan sumber daya produksi ke Optimus di tengah rencana hingga 1 juta unit per tahun.

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Dalam panggilan laba Q4 2025, Tesla mengumumkan rencana untuk mengubah ulang jalur perakitan Model S dan X di Fremont untuk 1 juta unit Optimus 3 per tahun dan meningkatkan produksi volume tinggi Optimus V4 di Giga Texas. CEO Elon Musk menyoroti kemampuan belajar robot melalui pengamatan dan video, peluncuran Gen 3 mendatang, serta tantangan seperti penskalaan di tengah persaingan China, didukung oleh pengeluaran modal $20 miliar pada 2026.

 

 

 

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