Overview
- CounterPoint Research reported about 16,000 humanoid robots were installed worldwide in 2025, with China accounting for over 80% of deployments.
- The top five OEMs held 73% market share in 2025, led by AGIBOT at 31%, Unitree at 27% and Tesla entering the top tier with nearly 5%.
- AGIBOT spun off its dexterous‑hand business into a new company called “临界点” led by Xiong Kun, and the parent company said total shipments exceeded 5,100 units by year‑end 2025.
- Skild AI closed roughly $1.4 billion in Series C funding led by SoftBank with participation from NVIDIA, Macquarie, 1789 Capital and Bezos Expeditions, lifting its valuation above $14 billion to expand the Skild Brain software.
- CounterPoint highlighted falling prices with some Chinese models under $1,600, growing Robot‑as‑a‑Service offerings and aggressive capacity expansion, and forecast cumulative installations to surpass 100,000 by 2027.