H2 2026 saw humanoids move from output planning to real deployment, capital favoring leaders, sensing tech now pivotal.

Key Highlights

• Global: Mixed progress; Agility, Figure ramp, Tesla slips.
• China: Leaders hit mass output, expand to companion bots.
• Components: Hands, vision, force sensors gain consistency.
• Paths: China favors scale; US favors safety, ROI.
• Outlook: Forecasts vary; 2027 hinges on edge AI, dexterity.

Table of Contents

1. Retrospect on Humanoid Robot Industry for 2H26

• Table 1: Key Industry Dynamics (2H26)

2. Development Progress of Major Manufacturers

• Dynamics of Global Humanoid Robot Manufacturers
  • Table 2: Commercial Progress of Major Global Humanoid  Robot Manufacturers(2026)
• Dynamics of Major Chinese Humanoid Robot Manufacturers
  • Table 3: Commercial Progress of Major Chinese  Humanoid Robot Manufacturers(2026)

3. Key Components and Technology

• Dexterous Hands
  • Table 4: Comparison of Common Transmission Architectures  for Dexterous Hands
• Visual Sensing
  • Table 5: Key Application Scenarios, Representative Tasks,  and Sensing Requirements for Humanoid Robots
• Force Sensing
  • Figure 1: Three Key Sensing Technology Domains for  Humanoid Robots and Major Suppliers

4. Analysis on Strategies of Selected Companies

• International Companies
  • Figure 2: Key Financial and Product Commercialization Metrics  from the S-4 of Agility Robotics
  • Table 6: RL0-RL5 Grading Structure for Arm Robotics’  Capability Framework
  • Figure 3: Tasks Implemented by Figure 03 at BMW’s Factory
• Chinese Companies
  • Figure 4: Key Financial Data from Unitree’s Prospectus
  • Table 7: Specifications of UBTECH's U1
  • Figure 5: Features of Qwen-RobotManip

5. Thematic Topics: Robotics Summit 2026 and WRC 2026: Diverging Commercialization Paths of Humanoid Robots between China and the US

• US-China Exhibitions Simultaneously Focus on Real-World Tasks; Humanoid Robots Enter the Commercial Validation Phase
  • Table 8: Related Information to Humanoid Robots  at Robotics Summit 2026
• Commercialization Paths Begin to Diverge as China Focuses on Scale and Scenarios, While North America Prioritizes Safety and ROI

6. Data Estimates: 2026-2030 Global Humanoid Robot Shipments

• Figure 6: Global Humanoid Robot Shipments, 2026-2030

• Conservative Scenario
• Neutral Scenario
• Bullish Scenario
• Anticipated Changes in China’s Market Share

7. 2027 Industry Outlook: Edge AI in Focus; Inference Capabilities and Dexterous Manipulation as Keys to Commercial Validation

• Global Market
• Chinese Market

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