Humanoid Robot Market
The race to build general-purpose humanoid robots: Tesla Optimus, Figure AI, Agility Robotics, and China's fast-growing ecosystem. Specs, funding, economics, and the supply chain behind the next AI hardware frontier.
The Humanoid Robots sector on Sterling tracks 16 companies.
Humanoid Sector at a Glance
Pilot vs Production Status
| Operator | Model | Status | Units disclosed | Evidence |
|---|---|---|---|---|
| UBTECH | Walker S / S2 | Limited production | 1,079 sold FY2025 | HKEX: 1,079 full-size units sold in FY2025; Walker S2 mass delivery from Nov 2025 |
| Unitree | G1 / H1 / R1 | Commercial unit sales | 5,500+ shipped 2025 (company / Omdia) | Shop list prices and third-party shipment tallies. Mix is research, hobby, and light industrial, not auto OEM lines. |
| AgiBot | A / X / G series | Commercial unit sales (China) | 5,100 shipped 2025 (company / Omdia) | Company and Omdia rank AgiBot first in 2025 unit share. Independent Western audits are thin. |
| 1X Technologies | NEO | Pre-order / 2026 delivery | Not disclosed as 2025 consumer deliveries | Public $20,000 Early Access and $499/mo offer. Company says Hayward is ramping toward 10,000/yr. Consumer deliveries start 2026. |
| Figure AI | Figure 02 | Pilot completed | 2 at Spartanburg | BMW Spartanburg: 11-month run, 2 robots, 90,000+ parts. Not a production fleet. |
| Agility Robotics | Digit | Commercial RaaS (narrow) + stuck Amazon R&D | Amazon ~6; GXO not disclosed | GXO/Spanx first commercial RaaS. Amazon BIL site remains R&D scale despite Amazon investment. |
| Apptronik | Apollo | Pilot | Single-digit (company language) | Mercedes-Benz Berlin and Kecskemet trials. Mercedes took a 2025 equity stake. |
| Tesla | Optimus | Internal pilot | ~150 (company / press, not audited) | Company commentary of low hundreds in 2025. 2026 Fremont line and 1 million 2027 figures are targets, not deliveries. |
| Boston Dynamics / Hyundai | Electric Atlas | Pre-production | Not in commercial sale | CES 2026 production intent. Hyundai 30,000/yr by 2028 is a target. |
| Sanctuary AI | Phoenix | Pilot | 1 to low single digits per site | Magna and unnamed European OEM. Unit economics not disclosed. |
| Fourier | GR-2 | Commercial (rehab plus humanoid SKU) | Not disclosed | Company sells GR-series. Humanoid industrial volume not broken out in a public filing. |
| Galbot | G1 wheeled | Early commercial (China) | Not independently audited | Company commercial claims. Wheeled-plus-arms, not bipedal. Treat as adjacent form factor. |
2025 Units vs Stated Capacity or Targets
Company Funding Comparison
Companies in the Humanoid Robots sector (16)
Related industries
Frequently asked questions
What is the Humanoid Robots sector?
The race to build general-purpose humanoid robots: Tesla Optimus, Figure AI, Agility Robotics, and China's fast-growing ecosystem. Specs, funding, economics, and the supply chain behind the next AI hardware frontier.
Which companies lead the Humanoid Robots sector?
Sterling tracks 16 companies in Humanoid Robots, led by Tesla (Optimus), Figure AI (private), Agility Robotics (private), Apptronik (private), 1X Technologies (private) and Boston Dynamics (HYUNDAI).
How can I invest in the Humanoid Robots sector?
Publicly traded names in Humanoid Robots include Tesla (Optimus), UBTECH Robotics (9880.HK), NVIDIA (NVDA), Xiaomi (1810.HK) and XPeng (XPEV). Compare them side by side on Sterling. Data last updated August 24, 2026.
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