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Industry·CNBC / Barclays·1 min read

China Accounted for 85% of All Humanoid Robot Deployments in 2025, Barclays Data Shows

Of the roughly 15,000 humanoid robots deployed worldwide in 2025, China accounted for more than 85%, compared to just 13% in the United States, according to Barclays analysts cited by CNBC. The data underscores China's dominance in humanoid manufacturing, driven by a nearly vertically integrated supply chain from rare earths and high-performance magnets to batteries and physical components. Chinese manufacturers also benefit from intense domestic competition and government support, enabling significantly lower pricing — Unitree's G1 starts at $13,500 versus Tesla Optimus's projected $20,000-plus at scale. However, analysts caution that the AI model race remains undecided and will ultimately determine which country's robots prove most useful in real-world tasks like healthcare and household assistance.

ChinaIndustryBarclaysUnitreeTeslaMarket DataDeployment
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China's 'Big 5' Humanoid Robot Companies to Make First Collective Appearance in KoreaIndustry

China's 'Big 5' Humanoid Robot Companies to Make First Collective Appearance in Korea

China's five leading humanoid robot manufacturers — AGIBOT, Unitree, Fourier, Leju, and Huawei — will gather in Seoul for the first time at Automation World 2026 (March 4–6). AGIBOT, described as the world's No. 1 company in global humanoid robot shipments, plans live demonstrations of its X2 and G2 robots. Unitree will showcase its G1, and Leju will demo its Kuavo 4th Generation Pro. The event also features a China Humanoid Robot Conference with keynotes on commercialization roadmaps and global expansion strategies. The gathering signals intensifying international competition in the humanoid robot market, with Korea emerging as a key hub for the industry's next chapter.

·EE Times Asia / Automation World 2026
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Industry

OpenMind Partners with Chinese Humanoid Makers to Bring Their Robots to Global Markets

US-based OpenMind, which develops OM1 — an open-source, hardware-agnostic operating system for robots — is collaborating with Chinese humanoid manufacturers including Unitree, UBTech, AgiBot, LimX Dynamics, Booster Robotics, and EngineAI to help them expand internationally. CEO Jan Liphardt, also a Stanford bioengineering professor, noted that China is ahead of the US in robotics hardware thanks to vertically integrated supply chains and intense domestic competition. OpenMind's approach: provide US-hosted software, local data storage, and cloud infrastructure to help Chinese firms navigate regulatory and commercial hurdles in Western markets. The OS integrates vision, audio, and spatial data into a unified model that drives robot actions across humanoids, quadrupeds, and drones. OpenMind is targeting human-facing applications in retail, hospitals, and schools — not factories.

·Interesting Engineering / SCMP
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Industry

US Commerce Department Convenes Urgent Robotics Roundtable on March 10 to Counter China's Lead

The US Department of Commerce is hosting American robot manufacturers for a roundtable on March 10 to address supply chain and policy challenges affecting domestic robotics manufacturing and deployment. The meeting, organized by the National Telecommunications and Information Administration (NTIA), was revealed through a leaked invitation first reported by Semafor. Both humanoid and industrial robot makers are expected to attend. The move comes as China dominates the global humanoid robot market — AgiBot alone shipped over 5,000 humanoid robots in 2025, capturing nearly 40% market share according to Omdia data. Commerce Secretary Howard Lutnick has reportedly held private meetings with robotics executives, and there is speculation that a robotics-related executive order could follow later this year. Industry leaders say Chinese manufacturers benefit from strong government subsidies, a vertically integrated supply chain built through the EV sector, and the ability to undercut US companies on price and production speed.

·Semafor