supply demand gap
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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
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