Humanoid robotics companies tracked, August 2026
Field stage distribution August 2026: 9 developers shipping or deployed, 13 in pilot, 8 in development or pre-production, across 30 tracked companies. On July 28 2026 the FCC added foreign-produced humanoid and quadruped robots to its Covered List under Public Notice DA 26-786, blocking new-model equipment authorizations under a country-neutral place-of-production test per 48 CFR 25.101(a); existing authorizations and installed units are unaffected and federal purchases are exempt. Unitree and AGIBOT each shipped 5,000+ units in 2025 versus a few hundred apiece for leading US makers; Morgan Stanley doubled its 2026 global forecast to roughly 28,000 units.
Figure AI USA Figure 03 - BotQ factory producing roughly one robot per hour toward 12,000 per year; Figure 03 in production logistics at BMW Spartanburg; reported second customer UPS; 39 billion dollar private valuation. Home availability guided late 2026, no published price or pre-order.
Boston Dynamics USA Atlas Electric - all 2026 production committed to Hyundai Robotics Metaplant Application Center and Google DeepMind, no external customers until 2027; Hyundai completed buyout of SoftBank stake for full ownership; Atlas deployment at Georgia Metaplant planned 2028 with 30,000 unit per year capacity target.
Agility Robotics USA Digit - going public via SPAC merger with Churchill Capital Corp XI, 2.5 billion dollar pre-money value, ticker AGLT, CCXI trading near 19 dollars versus 10 dollar reference; over 300 million dollars committed multi-year Digit v5 orders milestone-dependent; 65,000-plus Digit operating hours across nine customer facilities including Toyota Canada GXO Schaeffler Mercado Libre; opened 60,000 square foot Fremont California Physical AI hub July 16 2026 with roughly 200 hires planned.
Unitree China G1 H2 R1 - STAR Market IPO priced August 6 2026 at 150.80 yuan per share, raising roughly 6.1 billion yuan approximately 900 million dollars at a roughly 61 billion yuan approximately 9 billion dollar valuation; public subscription opened August 10, trading expected August 17 to 21; DeepSeek strategic placement investor; 2025 revenue roughly 1.7 billion yuan with 5,500-plus humanoids shipped and 32.4 percent claimed global share; only profitable humanoid maker at scale; R1 H2 and A2 quadruped received FCC equipment authorizations in late June 2026, weeks before the Covered List addition, so existing models remain sellable in the US while new models are barred; launched commercially in Europe July 22 2026, the first Chinese humanoid in a Western commercial market; H2 Plus chassis is the NVIDIA GR00T reference design base.
AGIBOT China A2 X-series - 10,000th humanoid produced March 2026; Omdia ranks AGIBOT first for 2025 shipments at 5,168 units and 39 percent share, a ranking Unitree disputes; Hong Kong listing planned at up to roughly 6.4 billion dollars; North America distribution via RobotShop now closed to new models under the FCC ruling.
RobotEra China STAR1 L7 - thousand-unit deliveries began second quarter 2026, 95 percent in-house components, Tsinghua University spinout with repeated nine-figure funding rounds.
EngineAI China T800 PM01 - T800 flagship in mass production with a new Zhengzhou production line as of late July 2026; roughly 350 million dollars raised at roughly 1.5 billion dollar valuation; founder previously led XPENG humanoid program.
UBTECH China Walker S2 Walker C1 U1 - publicly listed benchmark; 1,000th Walker S2 built; over 200 million dollars in orders from Airbus Foxconn Texas Instruments; capacity plan 5,000 units per year 2026 scaling to 10,000 in 2027; Walker C1 commercial service humanoid added.
Weave Robotics USA Isaac 0 Isaac 1 - Y Combinator-backed San Francisco startup; stationary laundry-folding Isaac 0 shipping to California customers today with over 2,000 field hours; Isaac 1 wheeled home robot launched July 8 2026 at 7,999 dollars or 449 dollars per month with 250 dollar refundable deposit; Laundry Flow and Daily Reset feature sets; fall 2026 deliveries California-first with broader US availability through 2027; assembled in California; founders Evan Wineland and Kaan Dogrusoz.
Apptronik USA Apollo 2 - unveiled Apollo 2 June 30 2026 in bipedal and wheeled-base configurations and opened 90,000 square foot Robot Park data collection and training facility in Austin Texas; data advances Google DeepMind Gemini Robotics; fleets at Mercedes-Benz GXO and Google DeepMind sites; 935 million dollar Series A at roughly 5.5 billion dollars; production versions guided 2027 and beyond.
1X Technologies Norway USA NEO - Hayward California factory in full-scale production since April 30 2026, 58,000 square feet, 200-plus team members, described as America's first vertically integrated high-volume humanoid factory; early units deployed to internal-team homes; 25 degree of freedom tendon-driven production hand ships on every NEO; pricing 20,000 dollars outright or 499 dollars per month; first customer deliveries committed for 2026, none independently verified as of mid-2026; San Carlos facility and 100,000 units per year by end of 2027 planned; 10,000 pre-orders booked in first five days.
XPENG China IRON - full-stack in-house chips OS joints hands; targeting over 1,000 units per month by end of 2026; China retail showroom deployment first quarter 2027, overseas stores later in 2027.
NEURA Robotics Germany 4NE-1 MiPa - 1.4 billion dollar Series C at roughly 7 billion dollars, Europe's most-funded humanoid company; backers Tether Qualcomm Amazon NVIDIA Bosch Schaeffler; 4NE-1 deliveries targeted late 2026; foreign-produced hardware subject to the US place-of-production test.
Hexagon Sweden AEON - BMW Plant Leipzig full pilot live summer 2026 covering high-voltage battery assembly and component manufacturing; Schaeffler committed to at least 1,000 AEON humanoids by 2032 and supplies actuators as Tier 1; roughly ten units in customer pilots including Pilatus Aircraft.
Honor China consumer humanoid - first smartphone maker to launch a humanoid robot, unveiled March 1 2026 at MWC Barcelona; scenarios are shopping assistance, workplace inspections, and companionship, backed by a 10 billion dollar AI investment; Honor D1 won the Beijing half-marathon April 2026 in 48 minutes 19 seconds remote-controlled and 50 minutes 26 seconds autonomous.
Foxconn Taiwan in-house - humanoids on Houston NVIDIA AI infrastructure production lines; preparing robot manufacturing capacity in Vietnam; led 200 million dollar placement in Agility Robotics SPAC.
Xiaomi China CyberOne v2 - hand redesigned after EV factory pilot; open-sourced Xiaomi-Robotics-0 embodied foundation model February 2026, runnable on consumer graphics cards.
AI2 Robotics China AlphaBot2 wheeled humanoid - raised roughly 735 million dollars at roughly 3 billion dollar valuation July 2026; contract with HKC Corporation for over 1,000 humanoid robots over three years worth roughly 70 million dollars against roughly 15 million dollars first-half revenue; CEO Eric Guo targets public listing in one to two years.
Andromeda Robotics Australia Abi - elder-care companion robot in Australian aged-care facility pilots.
LimX Dynamics China Oli TRON - roughly 200 million dollar pre-IPO round at roughly 2.2 billion dollars, second 200 million dollar raise in five months; founder Will Zhang says listing is a must; COSA agentic operating system; targets industrial inspection, logistics, emergency response, hazardous environments.
Leju Robotics China Kuavo 4 Pro - over 200 million dollars raised; Shenzhen IPO application accepted; Foshan production line builds one robot every roughly 30 minutes; Huawei innovation center partner.
Fourier Intelligence China GR-3 - care-focused GR-3 humanoid debuted at CES 2026; ranked first in LexisNexis patent-strength ranking of humanoid startups; GRx series serves over 2,000 institutions across 40 countries; 109 million dollar Series E.
Tesla USA Optimus v3 - July 22 2026 Q2 shareholder update confirmed first-generation Optimus lines installed at Fremont with production anticipated later this year, replacing earlier late-July or August guidance; initial builds go to internal Optimus Academy; no price, no pre-order, no published unit count; Gigafactory Texas volume production targeted 2027.
VinDynamics Vietnam Dyno - Vingroup subsidiary, debuted at ICRA Vienna and Computex Taipei June 2026; guide and assistant role with Vinpearl Safari pilot; sister companies VinRobotics VR-H3 industrial humanoid and VinMotion US research arm.
LG Electronics South Korea CLOiD Zero Labor Home; Fauna Robotics USA Sprout 50,000 dollar kid-sized bipedal acquired by Amazon March 2026, operates as an Amazon company; The Bot Company USA roughly 4 billion dollars pre-product, ex-Cruise CEO Kyle Vogt.
Foundation-model layer: Skild AI USA raised 1.4 billion dollars January 2026 at over 14 billion dollars, SoftBank-led, omni-bodied robot-agnostic Skild Brain; Physical Intelligence USA pi-series foundation models, reported raising roughly 1 billion dollars at roughly 11 billion dollars; Genesis AI USA 105 million dollar seed from Eclipse and Khosla, proprietary physics engine for synthetic training data; Google DeepMind Gemini Robotics powers Apptronik and Atlas; Sanctuary AI Canada pivoted June 2026 to hardware-agnostic Physical AI software. The software layer is untouched by the import ruling.
Platform and distribution layer: NVIDIA Isaac GR00T reference design shipping late 2026 on Unitree H2 Plus chassis. National distributors RoboStore for Unitree and RobotShop for AGIBOT handle North America; the FCC ruling closes their pipeline for new models while existing authorizations stand. 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.
Regulatory context August 2026: FCC Covered List addition July 28 2026 under DA 26-786; country-neutral place-of-production test per 48 CFR 25.101(a) requiring more than 65 percent US component cost in 2026; existing FCC equipment authorizations remain valid; installed units unaffected; software updates permitted under waiver; federal purchases exempt; GUARD Act introduced June 3 2026 would formalize review of adversary-produced robots; Pentagon designated Unitree a Chinese military company under Section 1260H June 8 2026.
Market context August 2026: roughly 16,000 humanoid units installed globally through 2025; Morgan Stanley doubled its 2026 shipment forecast to roughly 28,000 units; 2026 market estimated 4 to 5 billion dollars; Goldman Sachs 38 billion dollar total addressable market by 2035; Morgan Stanley 5 trillion dollar ecosystem by 2050 at roughly 1 billion units.
