China humanoid robot output to surge 94% in 2026, TrendForce says

China's humanoid robot output is expected to jump 94% year-on-year in 2026, driven by accelerating commercialisation and clearer deployment scenarios, a report by TrendForce said.

The global humanoid robotics industry is set to enter a key commercialisation phase in the second half of 2026, with Chinese manufacturers ramping up production.

Unitree Robotics and AgiBot are expected to lead the market, with a combined share of nearly 80% of total shipments, supported by stronger profitability and faster progress in mass production.