en.Wedoany.com Reported - The humanoid robot industry achieved a critical leap in 2025, officially entering a new phase marked by initial commercialization and mass production. According to data from the New Strategy Consulting "2025-2026 Humanoid Robot Industry Development Research Report," China's humanoid robot shipments in 2025 reached approximately 20,000 units, with a broad market size of around 90 billion yuan. The pricing system and product segmentation are gradually becoming clearer. The "2026 Humanoid Robot Industry Investment Strategy Report" by Wanlian Securities points out that 2026 will become a "critical window period" for mass production deployment and scenario validation. Companies such as Tesla, Figure AI, Unitree Technology, and AGIBOT are increasingly clarifying their mass production timelines, with capacity plans advancing from thousands to tens of thousands of units. The core challenge of the industry has shifted from technical feasibility to the efficiency and cost of large-scale delivery.
Data on global humanoid robot company shipment shares in 2025 shows that Unitree Technology ranked first with 5,500 units shipped, followed by AGIBOT with 5,168 units, accounting for 25% and 24% respectively. The same year marked an explosion of financing in the humanoid robot sector, with over 200 financing events totaling more than 50 billion yuan. Capital has shifted from "paying for blueprints" to "paying for mass production and commercialization closure," with a significant concentration effect among leading players. At the national level, "embodied intelligence" was included in the government work report, and regions such as Beijing, Guangdong, and Ningbo have introduced trillion-yuan-level industrial support policies, creating a positive feedback loop of policy dividends. As more mass production plans materialize in 2026 and AI technology continues to break through, humanoid robots are expected to move from pilot validation to large-scale deployment, accelerating the formation of a trillion-yuan industrial track.
Application pathways exhibit a gradient penetration pattern. The industrial manufacturing sector (automotive, 3C, logistics) has become the primary deployment scenario due to its high degree of structured environments and clear economic benefits of replacing humans with machines, also serving as the starting point for training data. Data from New Strategy Consulting indicates that the industrial logistics scenario has a smaller scale but the highest unit price and service proportion. Companies like UBTECH and AGIBOT have already delivered hundreds to thousands of units in industrial settings. Commercial services and special operations scenarios (exhibition interaction, data collection, government procurement, etc.) are growing rapidly, driven by policy support and the need for cost reduction and efficiency improvement. The most technically complex household service scenario is seen as the ultimate goal, with products like Figure 03 and NEO Gamma engaging in early commercialization exploration and data accumulation through launches and pre-sales.
Hardware and software evolve synergistically, jointly forming the dual engines driving the industry. On the hardware side, the localization and cost control of core components (especially precision reducers) are prerequisites for mass production. Wanlian Securities estimates that by 2030, humanoid robots could bring an incremental market of 12.6 billion to 28.8 billion yuan for precision reducers. Domestic manufacturers like Leaderdrive are approaching international advanced levels in harmonic reducers and are advancing localization. On the software side, AI large models are regarded as the "soul" unlocking the potential of humanoid robots. Currently, motion control and generalized decision-making capabilities are the main bottlenecks. The industry is exploring end-to-end solutions from perception to action, from Google's RT-2 to Figure AI's self-developed Helix VLA large model, and Unitree's open-source model. The iteration speed of large models will directly determine the evolutionary progress of humanoid robots from "machines executing preset programs" to "intelligent agents that understand and adapt to their environment."
The market in 2025 is characterized by a "significant price decline," which is key to unlocking large-scale applications. The New Strategy Consulting report points out that the price range for high-end bipedal full-size models has dropped from 600,000 to 1 million yuan in 2024 to 400,000 to 800,000 yuan. The decline is even more pronounced for wheeled chassis and small-to-medium-sized models, with some products experiencing "price halving," dropping below 100,000 yuan. Wanlian Securities summarizes this trend as a "price revolution," believing that the cost advantages led by companies like Unitree Technology have significantly lowered the procurement threshold for the B-end market and prompted the emergence of the C-end market. This phenomenon is underpinned by China's complete supply chain system. From motors and reducers to complete machine integration, Chinese manufacturers have built a global competitive advantage in cost control and delivery capabilities, which is the fundamental driving force behind the export of approximately 30% of humanoid robot products in 2025.
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