Chinese Humanoid Robot Industry Faces Overcapacity, Structural Problems, Analysts Say
The humanoid robots business was a major, prioritized part of China's AI industry and was heavily reliant on state funding, experts said.
The Chinese humanoid robotics sector, a significant and prioritized part of the nation’s AI industry, is reportedly experiencing overcapacity and structural problems amid intense US-China competition. Chinese companies dominate global humanoid robot shipments, accounting for over 97% in early 2026, with more than 150 companies currently operating. This growth is happening as both the US and China aim to build independent AI supply chains.
- China’s humanoid robotics sector, a priority within its AI industry, faces overcapacity and structural issues.
- This comes amid fierce competition between the US and China to dominate AI supply chains.
- Chinese companies shipped roughly 90% of global humanoid robots in 2025, increasing to over 97% in the first half of 2026.
- There are currently over 150 humanoid robot companies in China, with the number still growing.
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