Physix FrontierPhysix Frontier · News Briefing Card (TMTPost · Oct 9, 2026)
Humanoid Robot H1 Shipments Hit 22K, Two Firms Take 74%
KEY FACTS
- Global humanoid robot shipments exceeded 22,000 units in the first half of 2026.
- AgiBot shipped about 9,700 units, capturing over 43% share and ranking first.
- Unitree shipped more than 7,000 units, taking roughly 31% share and ranking second.
- The top five companies together accounted for about 86% of shipments.
- Unitree's humanoid robot revenue reached about 868 million yuan in 2025, surpassing its quadruped business.
KEY DATA
Over 22,000 unitsGlobal shipments in H1 2026
About 9,700 unitsAgiBot shipments
Over 7,000 unitsUnitree shipments
About 868 million yuanUnitree 2025 humanoid robot revenue
PHYSIX OBSERVATION
The sales and revenue of leading manufacturers have proven the business is real, but orders mostly come from professional scenarios such as research and industry, and ordinary consumers have yet to form purchasing and repurchasing habits. Consumer-facing brands need long-term service standardization and user retention; the current shipment ranking does not equal the future brand ranking, and repurchase is the key to the race.
Source: TMTPost report