It should surprise no one that new data from Smart Analytics Global, cited by Bloomberg, shows that Chinese humanoid robot makers accounted for a staggering 97% of global shipments in the first half of 2026.
The figures come as the Trump administration increasingly recognizes that humanoids will be critical to the emerging physical AI era, creating an urgent need to build out America's robot supply chain, including motors, actuators, sensors, batteries, and AI models.
via Barclays.
Smart Analytics Global said global humanoid shipments tripled to 19,100 units in the first half from 5,100 a year earlier. The research firm expects deliveries to reach roughly 60,000 this year and climb to 500,000 by 2030.
The estimates are similar to those from major institutional research desks, including UBS, whose most bullish forecast projects nearly 400,000 global deliveries by the end of the decade.
via UBS.
Our latest notes dissecting the humanoid robot value chain and examining how to profit from the key companies that manufacture critical components, such as motors and actuators, find that many of these companies are
