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- Morgan Stanley has raised its target for China’s humanlike robot shipments to 50,000.
- The bank cites the pace at which Chinese firms are moving from demo to commercial deployments.
- China already dominates the global humanoid robot market.
Wall Street giant Morgan Stanley has yet again raised its forecast for the humanoid robot shipments from China in 2026.
The bank started 2026 predicting 14,000 Chinese humanoid robot shipments. By early spring, it doubled that to 28,000.
Now, Morgan Stanley expects 50,000 humanoid robots to ship from China this year, citing the quick pace at which Chinese manufacturers are moving from exhibition and into commercial deployments.
China already controls the biggest share of humanoid deployments
Chinese robot makers already dominate global shipments. In 2025, more than 16,000 humanoid robots were deployed around the world, with China accounting for more than 80%.
The biggest vendor was AGIBOT, followed by Unitree, UBTECH, and Leju, as Cryptopolitan reported earlier.
Following the latest projection, Sheng Zhong, an equity analyst at Morgan Stanley, said, “commercial verification, policy support, and supply-chain feedback point to faster humanoid adoption in China.”
Morgan Stanley pegs China’s humanoid robot market at $2 billion in 2026, growing to $15 billion by 2030 with annual shipments reaching 446,000 units. However, those figures cover only external sales, excluding units built for prototypes, trials, or internal testing.
U.S. lags in humanoid robot shipments
While the U.S. is believed to have the upper hand in developing the AI software for robots, most companies are still far from mass production.
The two biggest Chinese players, Agibot and Unitree, each shipped more than 5,000 units last year, while American competitors Figure AI and Tesla each moved a few hundred or fewer, Fortune reported, citing Omdia data.
Unitree posted 1.7 billion yuan ( $250 million) in 2025 revenue and a profit of 278 million yuan ($41 million). Both Unitree and Agibot are preparing IPOs that would value them at a combined $13 billion.
Just in the news, U.S. humanoid maker Agility Robotics has announced plans to go public through a SPAC deal with Churchill Capital. The deal values the company at $2.5 billion pre-money.
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FAQs
How many humanoid robots does Morgan Stanley expect China to ship in 2026?
Morgan Stanley's latest forecast projects 50,000 humanoid robot shipments from China in 2026, up from an initial January estimate of 14,000 units and a revised spring figure of 28,000.
Which companies lead global humanoid robot shipments?
According to Omdia data, the top six humanoid robot brands by 2025 shipment volume are all Chinese: Agibot Robotics, Unitree Robotics, UBTECH Robotics, Leju Robotics, EngineAI Robotics, and Fourier Intelligence. Agibot and Unitree each shipped over 5,000 units last year.
How large could the humanoid robot market become?
Morgan Stanley estimates China's humanoid robot market will reach $15 billion by 2030 with 446,000 annual shipments, while Barclays projects the global humanoid market could grow to $200 billion by 2035.
Ibiam Wayas
Ibiam Wayas has covered the crypto news beat since 2019. He studied Computer Science at National Open University of Nigeria. His work has appeared on various crypto news platforms, including Coinfomania, Crypto News Australia, and AltcoinBuzz. Drawing on his background in Computer Science, he now focuses on crypto, robotics, and longevity news.
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