Core Insights - The humanoid robot market is expected to enter a rapid growth phase, with global shipments projected to reach 13,318 units in 2025, up from 2,300 units in 2024 [1][2] - Chinese manufacturers are leading in both production scale and shipment volume, with ZhiYuan accounting for over 5,100 units and a 39% market share, making it the global leader [1][4] Market Overview - The report by Omdia indicates that ZhiYuan, Unitree, and UBTECH will be the top three vendors in 2025, with shipments of 5,168 units, 4,200 units, and 1,000 units respectively, capturing 39%, 32%, and 7% of the market share [2][4] - The total shipment volume for humanoid robots is expected to grow significantly, with a forecast of 260 million units by 2035 [6] Competitive Landscape - The competitive landscape is categorized into tiers, with ZhiYuan, Figure AI, Tesla, UBTECH, and Unitree in the first tier, while Agility Robotics, Apptronik, Fourier, and Leju Robotics are in the second tier [6] - The integration of generative AI with robotics is driving the evolution towards "general embodied intelligence," enhancing robots' capabilities for autonomous learning and environmental adaptation [6] Production and Deployment - Companies are ramping up production capabilities, with ZhiYuan's sales revenue exceeding 1 billion yuan in 2025, significantly higher than the previous year's figures [2][4] - Upcoming production facilities include a global manufacturing center by Zhongqing Robotics in Zhengzhou and a super smart factory by UBTECH in Liuzhou, expected to produce 10,000 humanoid robots by 2026 [6][7] Future Outlook - 2026 is anticipated to be a pivotal year for the humanoid robot industry, with a clear differentiation among startups based on technological breakthroughs and industrial capabilities [6][7] - The deployment scale of robots is crucial for their competitiveness, as more deployments lead to better data for training models [8]
智元、宇树、优必选，全球排名前三