US vs China Humanoid Robots

Method: Box area is area-true (treemap). Units= 2025 shipments, Omdia (global 13,318; China ~90%), via SCMP/Bloomberg Jan 2026; where a vendor’s own count differs (e.g. Unitree 4,200 vs 5,500+), both are shown. Valuation = latest disclosedfigure — private post-money, or market cap / IPO price for public firms (Unitree $9B IPO, UBTech HK market cap) — so private vs public numbers aren’t identical, but both are what the market last put on each company. Corporate divisions (Tesla, XPeng, Boston Dynamics) have no standalone valuation and did not place in Omdia’s top-six, so they are omitted. as of Aug 8, 2026. = affected by the FCC import restriction on new Chinese-made models · Jul 2026.