Global humanoid robot shipments surge 300% in h1 2026 as chinese firms lead the charge

Counterpoint Research has reported that global humanoid robot shipments surpassed 22,000 units in the first half of 2026, marking a nearly 300% year-on-year increase. This growth highlights the industry's transition into large-scale commercialization. The top five manufacturers are all based in China, collectively accounting for 86% of total shipments. Zhuyu AGIBOT led the market with 9,700 units shipped, capturing over 43% of the market share. Unitree Robotics followed with more than 7,000 units, representing 31% of the market. Galaxy General Robotics, UBTECH, and Leju Robotics rounded out the top five, with combined shipments of over 11,000 units. Zhuyu AGIBOT is advancing toward a 2027 revenue target of over 10 billion yuan. Its A, G, and X product lines are all contributing to growth, with the X2 series offering multiple commercial variants for entertainment, service guidance, research, and data production. The G2 series has already been deployed in industrial settings through partnerships with Dragon旗 Technology and Jusheng Electronics. Unitree Robotics, which listed on the Shanghai Stock Exchange Sci-Tech Innovation Board, continues to dominate the educational and research segment with over 7,000 units shipped in H1 2026. Galaxy General Robotics saw a significant increase in shipments, reaching over 1,100 units in the first half of 2026, with a 5% market share. The company has expanded its industrial applications through collaborations with Meituan and the development of a specialized VLA model for real-world manufacturing. In January 2026, Galaxy General Robotics launched the Galbot S1, a wheeled dual-arm robot for heavy industrial and logistics use, which successfully tested on a Ningde Times production line. UBTECH, ranked fourth, shipped over 1,000 units in H1 2026, capturing a 4.4% market share. The company has focused on automotive and 3C manufacturing, with its Walker S series seeing its 2026 shipment guidance increased from 2,000-3,000 units to 5,000 units. UBTECH also launched the UWORLD sub-brand, targeting emotional companionship and educational entertainment in home environments. Leju Robotics shipped 650 units in H1 2026, accounting for 2.9% of the market. Its Kuavo series is deployed in multiple data production and training centers, while the company is expanding its industrial manufacturing partnerships. Despite a slight decline in shipments for entertainment and data production, these segments still account for over 60% of total shipments, driven by demand for smaller humanoid robots. Zhuyu AGIBOT's X series and Unitree's G1 series remain dominant in this space. Service guidance applications, which account for 19% of shipments, are increasingly used in offline retail scenarios such as unmanned pharmacies. Manufacturing and logistics are also growing, with market shares of 13% and 5%, respectively. Humanoid robots are now operating in transportation hubs and being integrated into the full value chain of automotive manufacturing, including production, sales, and after-sales services. Solutions for standardized tasks such as material handling, sorting, and inspection in 3C manufacturing and logistics are beginning to emerge. As world model technology merges with existing VLA architectures, humanoid robots are facing a critical breakthrough in intelligence and task generalization. Counterpoint predicts that global shipments will exceed 50,000 units in 2026, representing a 210% year-on-year increase. Over the next five years, service and industrial applications are expected to become the main drivers of demand, shifting the competitive focus from model performance and production speed to building a closed-loop capability that includes advanced model development, vertical scenario deployment, data system construction, and rapid model iteration.