Humanoid Robot Industry Surpasses 20,000 Units, Exploring Manufacturing Partnerships
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- MIR
The humanoid robot industry is experiencing rapid growth, with ZhiYuan Robotics reporting 20,000 units produced as of September 2026, doubling its output in just six months. Other companies like YuShu Technology and UBTech are also contributing significantly, with 18,000 and 921 units delivered respectively. The overall market is projected to exceed 100,000 units in 2026, highlighting the increasing demand for humanoid robots.
This surge in production emphasizes the importance of outsourcing manufacturing to specialized firms, as most companies lack the capital and infrastructure to produce robots independently. ZhiYuan Robotics has adopted a light-asset model, focusing on algorithms and design while relying on external partners for manufacturing. This strategy has allowed them to achieve the fastest growth in the industry, with 17 joint ventures established to secure their supply chain.
ZhiYuan Robotics and other leading manufacturers face a competitive landscape where the ability to scale production efficiently is crucial. The industry is witnessing a diversification of manufacturing strategies, with companies exploring various pathways to meet the rising demand. No further timeline was disclosed at the time of publication.
Original report
人形机器人进入万台时代，谁在帮它们造身体？
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