The human-shaped robot industry has made significant progress in commercialization in 2025. According to research on human-shaped robots by Counterpoint Research, the number of human-shaped robots installed worldwide increased by 16,000 in the year, mainly due to the increase in applications in fields including data collection and research, warehousing and logistics, industrial production, and automobiles.
The top 5 original device manufacturers (OEM) in terms of the number of human-shaped robots installed accounted for 73% of market share in 2025. In which, Agibot - a startup based in Shanghai - ranked first, accounting for 31% of market share. Most of the world's leading human-shaped robot manufacturing companies are based in China.
In 2025, Tesla of the US entered the top 5 and accounted for nearly 5% of the market share, thanks to boosting the production of Optimus generations 2 and 2.5. Optimus plays a key role in promoting the human-shaped robot supply chain.
With the plan to start mass production of the 3rd generation Optimus in 2026, the world's leading electric vehicle manufacturer and this artificial intelligence technology giant will become the backbone to promote the deployment of large-scale humanoid robots in the automotive industry.
At the CES 2026 exhibition that just ended not long ago, multi-functional humanoid robots emerged as undeniable highlights, and this excitement also boosted the spirit of manufacturers in the industry. The next two years will witness many humanoid robot manufacturing businesses commercialize mass-produced versions, and their performance will determine most of the growth rate of the entire industry.
Experts predict 3 main trends of the industry in the coming time. Accordingly, some Chinese businesses have introduced affordable solutions, such as Noetix's Bumi, priced under 1,600 USD.
The design of these products focuses on intelligent and emotional interaction and excellent mobility, rather than the ability to complete structured and non-structured tasks in industries and services. The potential for applying humanoid robots is very large in family situations and humanoid robot manufacturing businesses certainly do not want to waste this potential.
Service-based robot rental (RaaS) has emerged as an important business model to promote the application of humanoid robots, especially in the service sector, including live demonstration and automated retail.
In addition, leading human-shaped robot businesses are very eager to expand production scale, which may lead to reduced production costs in 2026 and the following years.
Both Tesla and Figure AI have ambitious plans to build production lines with robot participation, and this move shows an important trend that industrial production in the future will be adapted to the application of humanoid robots.
According to counterpoint's human-shaped robot research, the total number of human-shaped robots installed will exceed 100,000 by 2027. In terms of applications, logistics, manufacturing and automobile industry will account for 72% of the total annual installments by 2027.
