The Hangzhou-based company shipped more full-size bipedal robots than U.S. competitors such as Tesla, Figure AI, and Agility Robotics combined, which each delivered around 150 units.
Unitree’s annual production volume exceeded 6,000 units, excluding deliveries and development of wheeled models and other robotics products.
The company became the leading humanoid robot manufacturer in China in 2025. However, some reports rank AgiBot first globally by shipment volume. AgiBot distributed more than 5,000 units and generated $142 million in revenue.
According to Omdia, Unitree shipped 4,200 units, giving it a 32% market share. Counterpoint Research estimates Unitree’s share at 26.4%, with 4,224 units sold.
Shenzhen-based UBTech Robotics and Leju Robotics ranked third and fourth, with market shares of 5.2% and 4.9%, respectively. Tesla, led by Elon Musk, placed fifth with a 4.7% share.
The data highlight the dominance of Chinese manufacturers in the sector, as U.S. competitors remain in the early stages of mass production.
Tesla is building an assembly line capable of producing one million Optimus robots, with the line expected to launch by the end of 2026.
Robot boom
A new Counterpoint Research report shows that in 2025, China accounted for more than four out of five humanoid robots sold globally.
In total, around 16,000 humanoid robots were delivered worldwide, primarily for data collection and research, as well as for logistics, manufacturing, and the automotive industry.
Counterpoint forecasts that by 2027, the market will exceed 100,000 units, six times the 2025 figure.
“Over the next two years, more humanoid robotics companies will begin commercializing mass-produced versions, and performance will largely determine the pace of development of the entire industry,” Counterpoint noted.
The shipment data and market structure indicate that China is no longer experimenting with humanoid robotics but is scaling it as an industrial sector, leveraging manufacturing capacity, supply chains, and speed of commercialization. Unless U.S. companies accelerate the transition from prototypes to mass production, technological leadership in humanoid robots is likely to consolidate among Chinese players in the coming years.
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