China’s AGIBOT ranked first globally in humanoid robot shipments and revenue in the first half of 2026, as the global market extended explosive growth, according to a new report from IDC.
Global humanoid robot shipments approached 25,000 units in H1 2026, up 432.1% year on year, IDC said, as the industry accelerates from technology validation to commercial application. China’s shipments exceeded 19,000 units, accounting for about 77.9% of the global total.
AGIBOT shipped more than 8,600 units, giving it a runaway lead globally. The company is deploying flagship projects in factories, cultural tourism and retail, backed by its fully self-developed, full-stack “Three Intelligences in One” technology framework and large-scale mass production and delivery capabilities, IDC said.
IDC’s H1 2026 humanoid robot vendor bubble chart showed AGIBOT at the far right, with a wide lead in shipment scale and the largest revenue, making it first in both mass-production delivery and commercial revenue. AGIBOT accounted for more than 35% of the global market and more than 45% of the Chinese market, and grew more than tenfold from a high base, moving from mass production to multi-industry deployment. Unlike other vendors with high growth from a small base, AGIBOT was the only company to have entered a “large-scale shipment plus commercial deployment” phase, IDC said.
The report said competition is shifting from hardware capabilities to comprehensive embodied intelligence. With rapid development of large models, world models, vision-language-action models and robot data closed loops, the focus is moving from structural design, hardware specifications and motion performance to understanding the physical world, task planning, operation execution and continuous learning.
AGIBOT uses its “Three Intelligences in One” framework—motion intelligence, interaction intelligence and operation intelligence plus a reliable body—as its core technology base to expand deployment-phase applications.
In cultural tourism, AGIBOT and Chimelong Group opened the world’s first large-scale embodied AI theme park. Since Sept 24, more than 300 AGIBOT robots have been regularly on duty at over 100 interactive points at Chimelong Spaceship Park in Hengqin, covering seven core scenarios including entertainment performances, science education, guided tours, shopping and navigation, service and retail stations, smart companion tours, hotel scenarios and sports competitions. The robots operate eight hours a day in a high-traffic, high-interference open tourism environment, demonstrating that full-size humanoid robots can be integrated into daily park operations as productivity roles.
In retail, AGIBOT deployed 100 robots as “silicon-based shopping guides” at Aishida stores, with Lingxi X2 on duty more than 10 hours a day. The half-size humanoid’s flexible body fits shelves, checkout counters and product experience areas. During a three-day livestream from Sept 28 to 30, the robots greeted customers, explained products and guided them in stores, forming a closed-loop human-robot collaboration service. The project produced a retail scenario toolkit that can serve as a replicable model for humanoid robots in brick-and-mortar retail.
IDC forecasts global humanoid robot shipments will exceed 750,000 units by 2030, with the market entering an acceleration phase of large-scale application and multiple drivers from industrial, commercial service and consumer markets.
AGIBOT said it has a full product matrix including Expedition full-size humanoids, Lingxi half-size humanoids, Genie wheeled operation robots and KuTuo quadruped robots, covering all scenarios for deployment-phase commercial deployment. The company said mass shipments are only the starting point, and the core challenge for the embodied intelligence industry is to put robots to work and create commercial value. AGIBOT said it will continue moving robots from production lines to real jobs and expanding into industrial and commercial service scenarios.
the 2026 Bund Summit
