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 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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Building on 2025's dominance with over 90% global market share, Chinese humanoid robots drew major attention at CES and China's Lunar New Year Gala in early 2026. Tesla's Optimus remains in limited production amid delays, with mass deployment eyed for 2027 or later. Analyst Lian Jye Su highlights China's manufacturing scale while noting U.S. software strengths in the intensifying competition.

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.

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Tesla is redirecting resources away from expanding car model variants in China to bolster investments in artificial intelligence, robotics, and energy systems starting in 2026. Global Vice President Tao Lin announced that the company's capital spending will surpass $20 billion globally, with significant focus on China. This shift positions Tesla as a broader technology firm beyond electric vehicles.

In its Q4 2025 earnings call, Tesla announced plans to repurpose Model S and X assembly lines at Fremont for 1 million Optimus 3 units annually and ramp high-volume Optimus V4 production at Giga Texas. CEO Elon Musk highlighted the robot's learning capabilities via observation and video, upcoming Gen 3 unveiling, and challenges like scaling amid Chinese competition, backed by $20 billion in 2026 capex.

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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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