China Humanoid Robots in 2026: Production Boom Meets Deployment Reality Check as AgiBot and Unitree Lead

MIIT projects 2026 humanoid robot output to exceed 100,000 units, with AgiBot and Unitree forming a duopoly at 15,000 and 11,000 units respectively. Yet UBTechs slippage on shipments and Unitrees 70-percent research-and-education revenue share expose the gap between production and real deployment.