AgiBot becomes China's top humanoid exporter with 8,400 units shipped

AgiBot's ascent marks a decisive shift in the humanoid robotics supply chain. The company moved from behind Unitree—which led in 2025—to capturing nearly half the global market in just six months, a transition that underscores the breakneck pace of production scaling in this sector. The gap between AgiBot's first-half 2025 output and Unitree's full-year 2025 total reveals how sharply manufacturing has ramped up, with a single company now capable of producing in six months what took competitors twelve months just months earlier.

China's 97% share of global humanoid hardware shipments reflects a decisive manufacturing advantage: access to component supply chains, cost structures, and production infrastructure. Yet the body signals an important asymmetry: while Chinese firms dominate the physical assembly and shipment of robots, European and American labs are leading in developing the robots' "brains"—the underlying intelligence systems that make the hardware valuable. This split suggests the market is not yet consolidated into vertical dominance by any single geography or firm.