"China's humanoid robot industry is the most capitalised, most productive, and most overpopulated robotics sector in the world, and it is heading for a reckoning that its government has already warned is coming."
"Morgan Stanley doubled its delivery forecast for the Chinese market this year to 28,000 units, a 133 percent increase over 2025, yet only 23 percent of companies are satisfied with the products available."
"The National Development and Reform Commission warned of redundant products, duplicated investment, and compressed space for genuine research and development, indicating a bubble forming in the industry."
China shipped 90 percent of the world's humanoid robots in 2025, with over 150 companies in the sector. Despite this, only 23 percent of surveyed enterprises expressed satisfaction with available products. Battery life is limited to two to three hours, and most robots are used in exhibitions rather than practical applications. Morgan Stanley predicts a significant increase in deliveries, yet warns of a potential industry shake-out as the market struggles with redundant products and compressed research space, as noted by China's National Development and Reform Commission.
Read at TNW | China
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