What's Happening?
The global market for humanoid robots is rapidly approaching large-scale commercialization, with installations reaching 16,000 units worldwide in 2025. China leads the market, accounting for over 80% of
installations, driven by applications in logistics, manufacturing, and research. Key players include AgiBot, Unitree, UBTech, Leju, and Tesla, with AgiBot leading in market share. The shift from experimental to commercial deployments is evident, with expectations for installations to exceed 100,000 units by 2027. Emerging business models, such as Robot-as-a-Service, are gaining traction, particularly in China, where robots are rented for various applications.
Why It's Important?
The expansion of humanoid robot installations marks a pivotal shift towards their integration into industrial and commercial sectors. This growth is likely to enhance efficiency and productivity in industries such as manufacturing and logistics, where robots can perform structured, repeatable tasks. The development of cost-effective humanoid platforms and new business models like Robot-as-a-Service could further accelerate adoption, potentially transforming service industries and opening new markets. As the technology matures, it may also lead to significant changes in labor dynamics and economic structures.
