India, April 21 -- TrendForce's latest in-depth report on humanoid robots reveals that the global industry is set to enter a critical phase of commercialization in the second half of 2026. In China, vendors are rapidly clarifying commercial use cases and scaling up production, which is expected to drive annual output growth up to 94% in 2026.

Among them, Unitree Robotics and AgiBot are emerging as clear leaders, supported by strong monetization capabilities and progress in mass production. Together, these two companies are projected to account for nearly 80% of total shipments.

TrendForce notes that while most humanoid robot developers are historically focused on foundational capabilities-perception, dynamic balance, and semantic unders...