This report reviews the humanoid robot industry through the second half of 2025, focusing on three key areas: new complete product launches, technological R&D, and strategic deployment. Regarding key components and technologies, it specifically examines the trends and challenges in MOSFET and vision sensor hardware and software, and provides an in-depth analysis of the strategic developments of several international developers. Finally, the report estimates the cost share of each component and provides an industry outlook for 2026, serving as a valuable reference for investment and deployment.

Key Highlights

• Retrospect on Humanoid Robot Industry for 2H25
• Dynamics of Global / China Humanoid Robot Manufacturers
• Key Components and Technology： MOSFET、LIDAR / 3D Sensing、Robot Models   
•  Analysis on Strategies of Selected Companies： TESLA、Boston Dynamics、Hexagon、  Fourier Intelligence、Galbot、Honor
• Analysis of Major Trends Seen in Annual Robotics Industry Events
• Data Estimates: Robot Component Categories and Cost Distribution 
• Industry Outlook for 2026

Table of Contents

1. Retrospect on Humanoid Robot Industry for 2H25

• Table 1: Key Industry Dynamics for 2H25

2. Development Progress of Major Manufacturers

• Dynamics of Global Humanoid Robot Manufacturers
  • Table 2: Development of Major Global Humanoid Robot Manufacturers
• Dynamics of Major Chinese Humanoid Robot Manufacturers
  • Table 3: Development of Major Chinese Humanoid Robot Manufacturers

3. Key Components and Technology

• MOSFET
  • Figure 1: Comparison of Power and Electronic Components between Humanoid Robots of Various Degrees of Freedom
• LIDAR / 3D Sensing
  • Table 4: Comparison of Sensing Solutions for Humanoid Robots
• Robot Models
  • Table 5: Comparison between First-Person and Third-Person Perspective Algorithms
  • Figure 2: Villa's Architecture

4. Analysis on Strategies of Selected Companies

• Global Companies
  • Table 6: Tesla's Chinese Supply Chain for Dexterous Hand-Related Components
  • Figure 3: Training Architecture and Decision-Making Process of LBM
  • Table 7: Summary of Humanoid Robot Applications in High-Risk Industrial Environments
• Chinese Companies
  • Table 8: Comparison of Major Products from Fourier Intelligence
  • Table 9: Overview of Efforts by Smartphone Manufacturers (Brands) to Expand into Robotics Field

5. Thematic Topic: Analysis of Major Trends Seen in Annual Robotics Industry Events

• Robotics Summit & Expo 2025
  • Table 10: Categories and Key Solutions of 2025 RBR50 Robotics Innovation Award Winners
• World Robot Conference 2025 in Beijing
  • Figure 4: Top 10 Development Trends and Maturity Assessment of Potential Application Scenarios Presented at WRC 2025
• Automation Taipei 2025 and Taiwan Automation Intelligence and Robot Show (TAIROS) 2025.
  • Figure 5: Distribution of Exhibits at Automation Taipei 2025 and TAIROS 2025 by Category
• Overview of Trends Seen at This Year’s Robotics-Related Industry Events

6. Data Estimates: Robot Component Categories and Cost Distribution

• Figure 6: Humanoid Robot – Categories of Key Components and Cost Distribution

7. Industry Outlook for 2026: Production Has Yet to Scale, so Focus Is on Application Validation

• Figure 7: Projected Global Market Scale for Chips Used in Humanoid Robots, 2025-2028 (Updated Version Following Release of Jetson Thor)

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