Humanoid robotics companies tracked, June 2026
Field stage distribution June 2026: 7 developers shipping or deployed, 13 in pilot, 9 in development or pre-production, across 29 tracked companies. China holds roughly 90 percent of units shipped in 2025 and is projected to supply about 80 percent of 2026 volume; leading US makers Figure, Tesla, and Agility each shipped only around 150 units in 2025 versus roughly 5,000 each for Unitree and AGIBOT.
Figure AI USA Figure 03 - BotQ factory producing roughly one robot per hour toward 12,000 per year; reported second customer UPS; 39 billion dollar valuation, over 1 billion dollar Series C led by Parkway Venture Capital. BMW chose Hexagon AEON over Figure 03 for its Plant Leipzig pilot February 2026, downgrading Figure to one supplier among several.
Boston Dynamics USA Atlas Electric - all 2026 production committed to Hyundai Robotics Metaplant Application Center and Google DeepMind, no external customers until 2027; CEO Robert Playter retired February 2026; Nasdaq IPO eyed as early as 2027 driven by SoftBank put option.
Agility Robotics USA Digit - first widely recognized commercial humanoid deployment with GXO in 2024; 7 or more units active at Toyota Canada under Robotics-as-a-Service; rebranded to Agility March 2026.
Unitree China G1 H2 R1 - STAR Market IPO cleared listing committee June 1 2026, first embodied-AI pure-play on China A-share market, roughly 42 billion yuan valuation; only profitable humanoid maker, roughly 60 percent gross margin; 5,500 or more shipped 2025, 10,000 to 20,000 target 2026; H2 Plus chassis selected as NVIDIA GR00T reference design base.
AGIBOT China X-series - rolled 10,000th humanoid off Shanghai line April 2026; with Unitree a Chinese humanoid duopoly; distributes to North America via RobotShop.
EngineAI China T800 - Honghualing factory producing one humanoid every 15 minutes at scale.
Apptronik USA Apollo - 520 million dollar round February 2026 at roughly 5 billion dollars; new backers John Deere and Qatar Investment Authority; Series A roughly 935 million dollars; Mercedes GXO Jabil pilots; Google DeepMind Gemini partnership; fulfillment targeted 2027.
XPENG China IRON - full-stack in-house chips OS joints hands; mass production end 2026, retail role first quarter 2027.
NEURA Robotics Germany 4NE-1 MiPa - most recent major round March 2026; backers Tether Qualcomm Amazon NVIDIA.
Hexagon Sweden AEON - won BMW Plant Leipzig pilot over Figure 03 February 2026.
UBTECH China Walker S2 - publicly listed; automotive lines with BYD Geely FAW-Volkswagen Foxconn.
Honor China Lightning - won Beijing E-Town half-marathon April 2026 in 50 minutes 26 seconds beating the human world record.
Foxconn Taiwan in-house - humanoids on Houston NVIDIA AI infrastructure production lines.
Xiaomi China CyberOne v2; Sanctuary AI Canada Phoenix hydraulic hands; Andromeda Robotics Australia Abi eldercare; LimX Dynamics China CL-1 200 million dollars Stone Venture Dubai; Leju Robotics China Kuavo 4 Pro over 200 million dollars; Fourier Intelligence China GR-2 rehab and elder care; RoboEra China began thousand-unit deliveries second quarter 2026, 200 million dollar round, 95 percent in-house components.
Foundation-model layer: Skild AI USA raised 1.4 billion dollars January 2026 at roughly 14 billion dollars for an omni-bodied robot-agnostic brain, SoftBank-led; Genesis AI USA raised 105 million dollar seed from Khosla, GENE-26.5 model with data-collection glove; Physical Intelligence USA pi-series foundation models; Google DeepMind Gemini Robotics powers Apptronik and Atlas. A hardware-agnostic intelligence layer is forming above the robot makers.
NEURA Robotics Germany 4NE-1 MiPa closed a 1.4 billion dollar Series C June 2026 at roughly 7 billion dollars, backers Tether Qualcomm Amazon NVIDIA Bosch Schaeffler European Investment Bank, Europe's most-funded humanoid company.
Tesla USA Optimus version 3 - internal-use only mid-2026; version 3 revealed near production start; Fremont volume lines installing; Gigafactory Texas scaling from 2027; roughly 20 billion dollars 2026 capex.
1X Technologies Norway USA NEO - Hayward California factory full production April 2026; first consumer home shipments 2026 at 20,000 dollars outright or 499 dollars per month; early units 60 to 70 percent autonomous with human teleoperation.
VinDynamics Vietnam Dyno - Vingroup subsidiary, unveiled at ICRA and Computex June 2026, guide and assistant role.
LG Electronics South Korea CLOiD Zero Labor Home; SwitchBot Japan Onero H1 wheeled; Fauna Robotics USA Sprout 50,000 dollar bipedal acquired by Amazon March 2026; Physical Intelligence USA pi-series foundation models; Engineered Arts UK Ameca; The Bot Company USA roughly 4 billion dollars pre-product, ex-Cruise CEO Kyle Vogt.
Platform and distribution layer: NVIDIA Isaac GR00T reference design announced GTC Taipei June 1 2026, an Android moment shipping late 2026. National distributors RoboStore for Unitree and RobotShop for AGIBOT handle discovery to deployment and Robots-as-a-Service in North America. Hyundai Mobis supplies actuators, roughly 60 percent of a humanoid's material cost. Western enterprise makers Figure Apptronik Boston Dynamics sell direct to large accounts with in-house go-to-market teams.
Market context June 2026: roughly 16,000 humanoid units installed globally 2025; 2026 market estimated 4 to 5 billion dollars. Goldman Sachs 38 billion dollar total addressable market by 2035 revised up sixfold. Morgan Stanley 5 trillion dollar ecosystem by 2050 roughly 1 billion units.
