Screenshot of the Galbot G1
John Koetsier
The truth is no-one really knows exactly how many humanoid robots shipped in the first half of 2026. But we do know that the number is bigger than the first half of last year: a lot bigger.
Counterpoint Research published its first-half humanoid robot numbers this week, and the big number is this: more than 22,000 humanoid robots shipped globally. That’s up close to 300% year over year. Ten days earlier, Smart Analytics Global counted the same six months and came up with 19,100 units. And China’s Humanoid Robot Scene Application Alliance says Chinese vendors alone shipped more than 30,000 units in the first half, a number larger than either Western firm’s estimate for the entire planet.
Given that almost all shipments of humanoid robots right now are in fact in China, the Alliance could be right.
In the new numbers from Counterpoint, Agibot took first place with roughly 9,700 units and just over 43% share. Unitree came second with more than 7,000 robots and 31% share. Counterpart’s leaderboard is also identical to Smart Analytics Global, as both firms rank the same five companies in the same order: Agibot, Unitree, Galbot, UBtech, Leju. Both also put Unitree’s share at exactly 31%. Regardless of the differences, the top two robot vendors really do control – for now – about three-quarters of global shipments.
According to the Counterpoint report, here are the top humanoid robot companies on the planet by shipments:
| Rank | Vendor | Units | Share |
|---|---|---|---|
| 1 | Agibot | ~9,700 | 43%+ |
| 2 | Unitree | 7,000+ | 31% |
| 3 | Galbot | 1,100+ | ~5% |
| 4 | UBtech | 1,000+ | 4.4% |
| 5 | Leju Robotics | 650 | 2.9% |
| — | Everyone else | ~3,000 | ~14% |
Part of the discrepancy with the Humanoid Robot Scene Application Alliance numbers, at 30,000 shipped just within China, might be that the Alliance numbers count wheeled robots as well as bipedal. I’d argue that’s entirely correct: ‘humanoid’ does not mean slavishly following the human figure to every last degree.
What’s perhaps more interesting than the brand breakdown is where robots are shipping to. According to Counterpoint, they’re mostly for fun and research. That’s still over 60% of all robots shipped.
| Application | Units | Share |
|---|---|---|
| Entertainment, performance, data production and research | ~13,200+ | 60%+ |
| Service and guidance | ~4,200 | ~19% |
| Intelligent manufacturing | ~2,900 | 13% |
| Warehousing and logistics | ~1,100 | 5% |
| Unaccounted / other | ~600 | ~3% |
Service and guidance was about 19%. Intelligent manufacturing, 13%, and warehousing and logistics – presumably a key market for humanoid robots in the future – was just 5%.
SAG’s read on the same period? Industrial and commercial applications made up more than 70% of shipments, up from roughly 50% a year earlier. That’s a massive difference.
Part of the reason for that might be that, as the Financial Times notes, Chinese humanoid makers sell a large number of their robots to state-backed training centers, which are often jointly funding with local governments. There, human operators teleoperate the robots through physical tasks, and the resulting training data is then sold back to the manufacturers. A company can therefore help pay for the center, book the sale of a robot to the center as a shipment, and then buy the data output.
That boosts sales. It’s not clear whether it reflects real demand … although, clearly, it’s stimulating the humanoid market and data ecosystem simultaneously.
Of course, there are real robots doing real jobs. Agibot’s G2 industrial robot is deployed on Longcheer Technology’s consumer electronics production line doing actual production tasks, and the company says its 15,000th robot rolled off the line in June.
Interestingly, the World Humanoid Robot Games are happening this week in Beijing, and the events function as a sort of market map, showing where these machines are genuinely capable versus where the demos are still doing the heavy lifting.
The new shipment data comes as Unitree debuted on Shanghai’s STAR Market this week and popped 629%, closing up 487% and landing near a $50 billion valuation on a $904 million raise. Agibot is likely looking to do something similar, or even better, given the sales numbers.
For the full year, Counterpoint projects more than 50,000 units globally in 2026, or 210% growth. SAG says roughly 60,000, worth about $1.6 billion. And HRAA expects Chinese shipments alone to top 85,000 against production capacity above 100,000.
| Source | Scope | 2026 forecast | Additional detail |
|---|---|---|---|
| Counterpoint Research | Global | 50,000+ units | 210% YoY growth |
| Smart Analytics Global | Global | ~60,000 units | ~$1.6 billion revenue |
| Humanoid Robot Scene Application Alliance | China only | 85,000+ units | Production capacity above 100,000 units |
Clearly, the direction is up and to the right.
Humanoid robots are shipping in volume, the volume is compounding fast, and Chinese manufacturers own the category, for now.

