China's top four in embodied AI
The two routes behind about 75% of global humanoid shipments
Duopoly plus two strong players: shipments and revenue
H1 2026: AgiBot shipped about 8,400 units (about 44% globally) with full-year revenue set to exceed 1 billion yuan — its 15,000th general-purpose embodied robot rolled off the line in June; Unitree about 5,900 (about 31%), with 1.7 billion yuan revenue in 2025 and a STAR Market listing in August 2026; UBTECH shipped nearly 1,000 full-size humanoids with 590 million yuan in half-year embodied-AI revenue and raised Walker S guidance to 5,000 units; Galbot, tied to CATL, passed heavy-load industrial and logistics testing with its wheeled dual-arm robot and reached 100+ instant-retail stores.
Data-roadmap divide: asset-heavy vs asset-light
The asset-heavy camp: UBTECH built industrial-grade data-collection centers in Liuzhou and Zigong, where 500+ robots continuously collect joint torque and tactile feedback, yielding 400+ hours of valid data per unit per year; its self-developed Thinker large model performs near-fully-automatic labeling, and the Thinker-WM world model generates high-fidelity virtual data in volume from a small amount of real data. AgiBot's 4,000 m² Shanghai data factory replicates five scenarios, with nearly 100 robots producing 30,000–50,000 trajectories per day and a million cumulatively; the open-source AgiBotWorld has become an industry benchmark (about 80% of NVIDIA GR00T N1's real-machine data comes from it).
The asset-light camp: Unitree trades hardware shipments for ecosystem data — Wang Xingxing estimates 10,000–20,000 units shipped in 2026, each collecting 10 hours per day, enough to ease the industry's data shortage within two or three years; Galbot relies on simulation synthesis plus Tsinghua's "Galbot StarBrain" embodied large model to close the perception-decision-execution loop. Leju deploys its "Kuafu" into national data-training centers, selling data and training-ground services.
| Manufacturer | H1 2026 shipments | Data roadmap | Industrial training |
|---|---|---|---|
| AgiBot | approx. 8,400 units | Self-built data factory + open-source AgiBotWorld | Mass-production lines at Longcheer/Joyson/SAIC-GM; at Fulin Precision, 15 feeding points and nearly 10,000 box moves per shift |
| Unitree | approx. 5,900 units | Shipments in exchange for ecosystem data | Quadrupeds scaled for grid inspection and emergency rescue; G1 mainly for research and education |
| UBTECH | Nearly 1,000 full-size units | Liuzhou/Zigong collection centers + Thinker-WM | Training at BYD/Geely/NIO/Dongfeng Liuqi/FAW-Volkswagen Qingdao |
| Galbot | Tens of thousands of retail orders | Simulation synthesis + Galbot StarBrain | CATL heavy-load industrial/logistics testing; 100+ instant-retail stores |