Topic · Updated 12 August 2026
Which robot companies are shipping units, and which are shipping demos?
Shipment counts, revenue by application, and field metrics from operators running fleets. The gap between a demo video and a deployment, measured where the numbers exist.
73.6%
Unitree humanoid revenue from research and education, Jan–Sep 2025
Filing-grade
9.0%
Unitree humanoid revenue labelled industry application
Filing-grade
90.2% → 98%
Xiaomi Robotics-0 success rate on a screw station after four months on line
Company-claimed
13,000–18,000
Humanoids shipped globally in 2025, per Omdia and IDC
Third-party
The current answer
- 01Unitree ships more humanoids than anyone and 73.6 percent of its humanoid revenue came from research and education in the first nine months of 2025. Commercial and consumer, which means retail display, events and museums, was 17.4 percent. Industry application was 9.0 percent. Filing-grade, disclosed under the STAR Board inquiry process.
- 02Inside that 9.0 percent, the largest single use is enterprise tour-guide and showroom demonstration. Robots doing physical industrial work account for a low single-digit share of humanoid revenue at the volume leader.
- 03Between 13,000 and 18,000 humanoids shipped globally in 2025 per Omdia and IDC, the overwhelming majority Chinese. The Chinese industry body HRAA counted roughly 20,000 in China alone, so the counts differ by definition rather than by measurement error.
- 04Shipment volume and deployment are different quantities, and the revenue split above is the cleanest evidence of the distance between them.
- 05The most credible factory-yield disclosure to date is Xiaomi's. After four months on its own EV assembly line, its Robotics-0 model took a self-tapping screw station from 90.2 percent to 98 percent success, roughly a point off the human benchmark, and picked up two new tasks at around 90 percent. Company-claimed, July 2026, and notable because Xiaomi owns the factory it deploys into.
- 06In field robotics outside humanoids, deployment metrics are far more concrete. Built Robotics runs ten 72-ton pile-driving robots handling more than half the pile-driving at Meta's Hyperion data center site in Louisiana. Dusty Robotics has printed roughly 350 million square feet of layout. Carbon Robotics has 100-plus LaserWeeders in the field across 14 countries. FORT Robotics covers 19,000-plus machines under a SIL 3 certified safety layer.
- 07What breaks deployment is the environment rather than the autonomy. Operators on the record name dust degrading hardware, heat forcing units offline between shifts, and connectivity failure, in one case birds nesting on a cellular tower.
Humanoid shipments, 2025
Counts differ by definition. Whether wheeled and half-size platforms are included decides the ranking.
| Maker | Units shipped, 2025 | Basis | Provenance |
|---|---|---|---|
| Unitree | 5,500+ | Pure bipeds, delivered not ordered, excludes dual-arm wheeled | Filing-grade |
| AgiBot | 5,168 | Includes wheeled and half-size forms; ~1,300 on a full-size-only cut | Third-party |
| UBTech | 600–1,000 | Most stable figure across three counts | Third-party |
| EngineAI | 500+ | Per HRAA | Third-party |
| Robotera | 500+ | Per HRAA | Third-party |
| Figure | ~150 | Cited in Unitree's inquiry response | Third-party |
| Agility Robotics | ~150 | Cited in Unitree's inquiry response | Third-party |
Western trackers counted 13,000 to 18,000 units shipped worldwide in 2025. Chinese industry body HRAA counted roughly 20,000 in China alone.
Where humanoid revenue actually comes from
Unitree's revenue by application domain, January to September 2025, disclosed under the STAR Board inquiry process.
| Application domain | Share of humanoid revenue | Provenance |
|---|---|---|
| Research and education | 73.6% | Filing-grade |
| Commercial and consumer (retail display, events, museums) | 17.4% | Filing-grade |
| Industry application | 9.0% | Filing-grade |
Within the 9.0% labelled industry application, the largest single use is enterprise tour-guide and showroom demonstration.
Field robotics deployment metrics
Operators running fleets outside the humanoid form factor, where deployment numbers are concrete. All company-reported.
| Operator | Cumulative deployment | Throughput |
|---|---|---|
| Dusty Robotics | ~350M sq ft of layout printed | 40,000–70,000 sq ft per shift, against 8,000–15,000 for a human crew |
| Carbon Robotics | 100+ machines in field, 150+ shipped, 14 countries | ~2 acres per hour |
| Built Robotics | 40+ solar deployments, 2+ GW since 2018 | Up to 300 piles per day with a 2-person crew, ~1,000 per day on the Louisiana site |
| FORT Robotics | 19,000+ machines, 500+ customers, SIL 3 certified | Horizontal safety layer, no per-machine rate |
Dusty runs 4 to 5 times a human layout crew per shift. Every fleet on this list runs on a safety substrate it buys rather than builds.
The research behind this answer
Every Core Matter piece that contributed to the figures above, newest first, with what each one added.
Newsletter
4 August 2026
Home robot economics 101: what 1X, Weave and Tau cost to run
Deployment economics in the home tier, where the operating cost rather than the unit price decides viability.
Newsletter
21 July 2026
WAIC recap: the robots stopped performing and started clocking in
The first factory-yield numbers put on the table publicly, from Xiaomi, AgiBot, Pia Automation, Spirit AI and Galbot.
Newsletter
17 July 2026
Ten robots, one Louisiana swamp, and Meta's next data center
Field metrics from four operators running fleets, and the three environmental failure modes that break deployment.
Newsletter
1 July 2026
Agility's $2.5bn SPAC runs on $200m from Foxconn
What a US industrial humanoid maker is valued at, against roughly 150 units shipped.
Newsletter
25 June 2026
Cobot logs 12k factory hours as NVIDIA moves in
Cumulative runtime as a deployment metric, and what a real hours figure looks like.
Report
17 June 2026
17,000 humanoids shipped last year. Almost none went to work.
The shipment base and the revenue split that separate volume from deployment.
Newsletter
13 June 2026
Standard Bots hits $1bn the same week the Pentagon lists Unitree
Valuations against shipment reality across the 2026 funding wave, and the EngineAI scale-up target.
What this answer cannot cover yet
- 01Payback period is the number missing from every deployment disclosure in this hub. No operator has published one.
- 02Humanoid factory-yield claims are company-claimed without exception. No filing-grade yield data exists yet.
Related topics
How to read the figures
Every figure on this page is labelled by provenance. Filing-grade means it comes from a regulatory filing. Company-claimed means the company stated it. Third-party means a tracker, retail listing, teardown, or Core Matter estimate. This page is updated as new research lands rather than republished, and the date at the top is the last time a figure on it moved.
Research access
This answer moves when new work lands
The research that updates this page is published as it is finished, built from company filings, datasheets and direct factory pricing.