Will Chinese humanoid robot companies ship 50x more units than US companies by EOY 2026
4
100Ṁ39Dec 31
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At the time of writing, China allocated for ~90% of 13,318 units (Omdia) in 2025. So currently 39x more units.
Resolve to https://servobrief.com/mapping-humanoids or secondary sources as necessary.
See this tweet: Crémieux (@cremieuxrecueil) on X
America's humanoid robot companies have higher valuations, but they're not shipping anywhere near as many bots as China's.
(Identical market to: source market)
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