Overview
- China accounted for more than 80% of 2025 installations as the top five OEMs captured 73% of the market, with four of those leaders based in China.
- Shanghai-based AGIBOT led with a 31% share after its factory produced over 5,000 units deployed across hospitality, entertainment and industrial logistics.
- Unitree held about 27% and drew fresh attention at CES 2026 with a G1 demonstration, highlighting its push for a lower-cost general-purpose design.
- UBTECH achieved just over 5% with its Walker line and BrainNet 2.0 collaborative learning, Leju reached about 5% via a Huawei Cloud partnership, and Tesla entered the top five with nearly 5% as Optimus Gen 2/2.5 production ramped and Gen 3 mass production is planned for 2026.
- CounterPoint cites falling entry prices in China, the rise of Robot-as-a-Service rental models and aggressive capacity expansion, and it forecasts cumulative installations will surpass 100,000 by 2027 with logistics, manufacturing and automotive absorbing 72% of annual new capacity.