Frost & Sullivan has released its "2026 Global Humanoid Robot Market Research Report," with data showing that global humanoid robot revenue reached US$540 million in the first half of 2026, already surpassing the full year of 2025. The industry is accelerating toward large-scale delivery, with revenue from production operation scenarios in the half-year period growing 65.9% compared to the full year of 2025.

The report notes that the full-size embodied intelligence track recorded sales of 5,300 units and revenue of US$260 million in 2025, and sales of 5,800 units and revenue of US$320 million in the first half of 2026, contributing the majority of the industry's revenue. It is understood that the top five global humanoid robot companies by revenue are all Chinese manufacturers, collectively holding more than 50% of the market share.

Among them, UBTECH ROBOTICS ranks at the top, holding the number one global market share in revenue across both the humanoid robot and full-size embodied intelligence tracks. In 2025, its market share in the full-size embodied intelligence track reached 45.1%. AgiBot, Unitree Robotics, Galbot, and Leju Robotics are the major players in the humanoid robot track, while Robot Era also made it into the top five of the full-size embodied intelligence track.