Chinese Humanoid Robot Industry Faces Overcapacity, Structural Problems, Analysts Say
The humanoid robots business was a major, prioritized part of China's AI industry and was heavily reliant on state funding, experts said.
TL;DR
- China's humanoid robotics sector, a priority within its AI industry, faces overcapacity and structural issues.
- This comes amid fierce competition between the US and China to dominate AI supply chains.
- Chinese companies shipped roughly 90% of global humanoid robots in 2025, increasing to over 97% in the first half of 2026.
- There are currently over 150 humanoid robot companies in China, with the number still growing.