UBTech earned RMB820.6 million from humanoids in 2025, and Figure AI reached one robot per hour in April 2026.
Why this market is moving now
- Commercial sales have begun, with about 7,000 full-size humanoid robots sold worldwide in 2025.
- UBTech's humanoid revenue grew from RMB35.6 million in 2024 to RMB820.6 million in 2025.
- Production is ramping. Figure AI reached one Figure 03 robot per hour in April 2026.
- Agility Robotics became a listed company on 4 November 2026.
Key figures
Global figures for this market, with the year each one describes. Use Cite to copy a reference to this page.
| Figure | Value | Year | Cite |
|---|---|---|---|
| About 7,000 full-size humanoid robots, taller than 140 cm, were sold worldwide in 2025. | 7,000 units | 2025 | |
| Factories worldwide installed more than 600,000 new industrial robots in 2025. | 600,000 units | 2025 | |
| China accounted for 59% of global industrial robot installations in 2025, after its installations grew 20% in a year. | 59 % of world installations | 2025 | |
| UBTech's revenue from full-size humanoid robots rose from RMB35.6 million in 2024 to RMB820.6 million in 2025, making it the company's largest revenue source. | 820.6 RMB million | 2025 | |
| UBTech sold 921 full-size humanoid robots in the first half of 2026, a year-on-year increase of 1,946.7%. | 921 units | 2026 | |
| Figure AI had delivered over 350 Figure 03 humanoid robots by April 2026 and raised output from one robot per day to one per hour. | 350 robots delivered | 2026 | |
| Figure AI raised more than $1 billion in Series C funding at a $39 billion post-money valuation in September 2025. | 39 USD billion | 2025 | |
| Agility Robotics, which completed its stock market listing on 4 November 2026, has more than $300 million in committed multi-year orders for its Digit 5 humanoid. | 300 USD million | 2026 | |
| Tesla started Optimus production at its Fremont, California factory in October 2026, and its chief executive claimed a rate of 20,000 robots per week by the end of 2027. | 20,000 robots per week (claimed, end of 2027) | 2026 | |
| Apptronik closed a $520 million extension in February 2026, taking its Series A to over $935 million. | 935 USD million | 2026 |
Calculated figures (shares, changes and prices per kilogram) are plain arithmetic on the reported values. Read how we work.
Companies to watch
UBTech Robotics
Hong Kong-listed maker of the Walker S humanoid series; full-size humanoid revenue of RMB820.6 million in 2025.
Figure AI
Delivered over 350 Figure 03 robots by April 2026 and makes one robot per hour.
Agility Robotics
Digit maker, listed in November 2026, with more than $300 million of committed multi-year orders.
Tesla
Started Optimus production at its Fremont factory in October 2026.
Apptronik
Closed over $935 million of Series A funding by February 2026.
What the full report covers
- 01Executive summary
The answer in one page: size, direction and what moves it - 02Market definition and scope
What is in and out of the global market - 03Global market size, 2021 to 2025
Historical series and growth rates - 04Countries and regions
Demand, supply and trade by country and region - 05Outlook to 2031
Base, low and high scenarios with stated assumptions - 06Rules, policy and deadlines
Regulation and programmes that change demand - 07Drivers and barriers
What accelerates or slows adoption, by customer segment - 08Prices, costs and margins
Unit economics where public data allows - 09Competitive landscape
8 to 12 company profiles with recent moves - 10Opportunities and risks
For new entrants, suppliers and investors - 11Method and assumptions
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Frequently asked questions
How big is the global humanoid robot market?
About 7,000 full-size humanoid robots, taller than 140 cm, were sold worldwide in 2025. For comparison, factories installed more than 600,000 industrial robots that year.
Who are the leading humanoid robot makers?
UBTech sold 921 full-size humanoids in the first half of 2026 and earned RMB820.6 million from them in 2025. Figure AI had delivered over 350 Figure 03 robots by April 2026.
Which country leads robot adoption?
China leads. It accounted for 59% of global industrial robot installations in 2025, after its installations grew 20% in a year.
How much funding have humanoid robot companies raised?
Figure AI raised more than $1 billion at a $39 billion valuation in September 2025. Apptronik closed over $935 million of Series A funding in February 2026.
Is Tesla making Optimus robots?
Yes. Tesla started Optimus production at its Fremont factory in October 2026. Its chief executive claimed a rate of 20,000 robots per week by the end of 2027.
Are any humanoid robot makers listed on a stock exchange?
Yes. UBTech is listed in Hong Kong, and Agility Robotics completed its listing on 4 November 2026. Agility has more than $300 million in committed multi-year orders for Digit 5.
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