China Leads in Supply of Humanoid Robots Despite Lower Valuations
China's startups are actively supplying humanoid robots to factories and malls, yet their market valuations lag behind U.S. competitors. A shift in investor sentiment toward industrial applications could enhance the standing of Chinese firms, currently dominating supply volumes.
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Chinese startups are currently leading in the delivery of humanoid robots to various sectors, including factories and retail. While they dominate global supply, their market valuations are significantly lower than those of U.S. rivals, such as Figure, valued at $39 billion, and Apptronik at $5 billion.
For instance, Galbot, the top-rated Chinese humanoid startup, is valued at over $3 billion. Omdia's research indicates that Chinese companies captured the top six spots in global humanoid robot deliveries last year.
Only Figure and Tesla made it into the top ten from the U.S. A potential shift in investor perception towards industrial deployment could strengthen the position of Chinese firms.
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