Physical AI is heating up ▶️ Global humanoid robot shipments exceeded 22,000 units in 1H26, up 300% YoY ▶️ Counterpoint expects more than 50,000 units in 2026, representing about 210% YoY growth China dominates the market AgiBot shipped about 9,700 units for a 43.1% share, while Unitree shipped more than 7,000 units for a 31.1% share Together, they accounted for about 75% of global shipments, while the top five vendors represented 86% By use: · Entertainment & performance: 33.6% · Data production & research: 27.0% · Service & guidance: 19.0% · Intelligent manufacturing: 12.8% · Warehousing & logistics: 4.9% The main shift is toward real industrial deployment AgiBot’s G2 robots are being introduced into production environments through partnerships with Longcheer Technology and Joyson Electronics, while Galbot has tested its S1 industrial robot on CATL production lines. Leju’s Kuavo robots are being used in robot-data production and training centers UBTECH raised its 2026 Walker S shipment guidance from 2,000–3,000 units to 5,000, citing stronger industrial demand Counterpoint expects more service and industrial pilot projects to transition into mass deployment during 2H26 Competition is increasingly shifting from simply producing capable hardware toward complete deployment ecosystems combining advanced models, vertical applications, data systems, and rapid model iteration