Unitree, UBTech and AgiBot shipped about 19,100 humanoid robots in H1 2026, over 97% of the global total, while Tesla's Optimus produced only a few hundred units against a 5,000-unit target.
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Chinese companies have risen rapidly in the global humanoid robot ecosystem, signing up 97 percent of robot shipments in the first half of 2026. According to Morgan Stanley's analysis...