Chinese humanoid robot manufacturers are poised for a transformative year, with projections indicating a significant increase in sales. The anticipated surge to 28,000 units in 2026 marks a substantial leap from previous figures, driven by advancements in production and decreasing costs. The material points to an encouraging trend: the growing acceptance and integration of humanoid robots in various sectors.
Revised Sales Estimates for Humanoid Robots
According to a recent report by Morgan Stanley, the initial sales estimate of 14,000 units has been revised upwards due to rapid improvements in manufacturing capabilities. This shift reflects the growing competitiveness of the humanoid robot market in China, where local manufacturers like Unitree Robotics are leading the charge. By January 2026, Unitree has already shipped over 5,500 humanoid robots and secured contracts for major national events, showcasing the demand for these advanced machines.
Decline in Production Costs
The decline in production costs is a key factor in this growth, with China's stronghold on robot parts manufacturing playing a crucial role. Material costs are expected to decrease by 16% in 2026, making humanoid robots more accessible to a broader range of buyers. As a result, prices for these robots could drop to around $21,000 in middle and lower-income countries by 2050, further expanding their market reach and potential applications.
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