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A Multidisciplinary Think Tank

Mercator Institute

June 8, 2026

China Has Won the Humanoid Factory Race. Now It Has a Demand Problem

Ten days ago, AcadeResearch argued that China had built the humanoid factories first. New AP reporting from Hong Kong confirms it: AGIBOT and Unitree each shipped 5,000+ units in 2025 against a few hundred each from Figure AI and Tesla. But the buyers are not yet there in commercial volume. An economic analysis of the… Continue reading

Society, Technology

AgiBot, Allan Zhang, China robotics, Communist Party five-year plan, Eric Guo, Figure AI, Gobi Partners, humanoid robots, industrial automation, manufacturing capacity, Mercator Institute, Morgan Stanley, New America, robotics commercialization, robotics market, Samm Sacks, state-owned enterprises, supply demand gap, Tesla Optimus, Unitree

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Recent Posts

The First Autonomous AI Cyberattack Came From a Closed Frontier Model — and the Defenders Had to Use an Open One
What Is AI Distillation, and Why Did a 2015 Machine Learning Technique Become a National Security Fight in One Week?
One Brand Took Years to Build Trust in a Taboo Category. The Other Lost It in 24 Hours: What TENA and Pepsi Reveal About the Real Determinants of Marketing Success

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