This report reviews the humanoid robot industry through the first half of 2026, 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 Battery, VLA model and Tactile Sensing, and provides an in-depth analysis of the strategic developments of several international developers. Finally, the report estimates the Chinese Humanoid Robot Developers' Total Production in 2026, and provides an industry outlook for 2026, serving as a valuable reference for investment and deployment.

Key Highlights

• Retrospect on Humanoid Robot Industry for 1H26
• Development Progress of Major Manufacturers
• Key Components and Technology：Battery, VLA model and Tactile Sensing
• Analysis on Strategies of Selected Companies： Agility, 1X, Tesla, UBTECH Robotics, AgiBot, Galbot
• Featured Research Topic: NVIDIA GTC 2026
• Data Estimates: Chinese Humanoid Robot Developers’ Total Production in 2026－Projected Distribution by Company

Table of Contents

1. Retrospect on Humanoid Robot Industry between October 2025 and March 2026

• Table 1: Key Industry Dynamics (October 2025-March 2026)  4

2. Development Progress of Major Manufacturers

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

3. Key Components and Technology

• Battery
  • Figure 1: Projected Global Demand for Batteries Used on Humanoid Robots between 2025 and 2035
• Model
  • Table 4: Test Results on Embodied Intelligence from RoboChallenge Table30 in February 2026
• Tactile Sensing
  • Figure 2: Benefits of Tactile Data for Humanoid Robots

4. Analysis on Strategies of Selected Manufacturers

• Global Manufacturers
  • Table 5: Commercial Partnerships for Agility's Digit
  • Figure 3: 1X NEO Specifications, Benefits, and Interaction Methods
  • Figure 4: Key Shared Elements Between Tesla Vehicles and Robots
• Chinese Companies
  • Table 6: Summary of Developer Updates for Robotics VLA Models in 2026
  • Table 7: Overview of Key Companies Participating in Development of Qingtian Rent and Their Roles
  • Figure 5: Galbot G1 with a Wheeled Chassis Design

5. Featured Research Topic: NVIDIA GTC 2026

• Formation of the Physical AI Platform: A Key Leap from Simulation Training to Real-World Deployment
  • Figure 6: Overview of Technologies Powering Olaf in NVIDIA GTC 2026 Keynote
• Formation of the Chip and Mechatronics Ecosystem: Safety Controls Become the New Battlefield for General-Purpose Robot Models
  • Table 8: Overview of NVIDIA's Recent Strategic Initiatives  in Humanoid Robotics

6. Research Report Data Projections: China's Humanoid Robot Production and Leading Companies' Market Shares Fourier Intelligence

• Figure 7: Annual Production of Humanoid Robots in China, 2025-2026
• Figure 8: Chinese Humanoid Robot Developers’ Total Production in 2026—Projected Distribution by Company

7. Industry Outlook for 2H26: Hardware-Software Convergence and the Critical Turning Point for Commercialization

• Global Market
• Chinese Market

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