China's humanoid robot boom faces reality check as 150 companies chase a market where only 23% of buyers are satisfied

China's humanoid robot boom faces reality check as 150 companies chase a market where only 23% of buyers are satisfied

China has more than 150 humanoid robot companies. It shipped roughly 90 per cent of the world’s humanoid robots in 2025. Its two largest makers, Unitree and AgiBot, are preparing initial public offerings that would value them at a combined 13 billion dollars. Morgan Stanley doubled its delivery forecast for the Chinese market this year […] This story continues at The Next Web

China’s Humanoid Robot Industry Faces Reckoning Amid Market Dissatisfaction

China's humanoid robot industry is facing a critical juncture as market dissatisfaction looms large. Despite shipping 90% of the world's humanoid robots in 2025 and boasting over 150 companies in the sector, a mere 23% of surveyed enterprises express contentment with the available products. Morgan Stanley has issued a cautionary note, anticipating a shake-out due to billion-dollar IPOs juxtaposed with issues like a two-hour battery life and a ma…