According to calculations by the New Strategy Humanoid Robot Industry Research Institute and China Humanoid Robot Scene Application Alliance (HRAA), China’s humanoid robot shipments are expected to reach 20,000 units in 2025, representing a year-on-year increase of over 614%; the market size will exceed 9 billion yuan, a year-on-year increase of 350%.
By 2025, China is expected to contribute 75%–85% of the annual shipments globally, rapidly establishing its leading industry advantage.
Currently, the shipment situation of Chinese humanoid robot companies exhibits a clear tiered structure, reflecting the industry’s transition from an “early stage of diverse development” to a “stage of large-scale winners.” In the first tier, companies such as Unitree, AGiBOT, and Leju Robot have already shipped over 2,000 units, possessing stable industrialization capabilities and mature supply chain management systems.
In terms of market size, data acquisition, education and scientific research, and interactive services constitute the current “three main forces,” collectively supporting over 80% of market demand. These sectors allow companies to rapidly scale up production, accumulate data, and validate algorithms.
From 2025 onwards, the humanoid robot industry will no longer be about “who can build it,” but rather “whose system is more versatile” and “whose application scenarios are more in-depth.” Technologies such as embodied intelligence, large-scale model control, and end-to-end policy learning will drive robots from task execution to autonomous decision-making. Only platform companies that truly break through the thousand-unit mark will be able to accumulate sufficient data and user scenarios to enable algorithms to enter a positive feedback loop.
Overall, 2025 is not the end, but rather the beginning of a shift in humanoid robots from “scale growth” to “value growth.” Whoever can seize this turning point will gain a decisive advantage in the next round of global competition.
