"Quadruped Robot Shipments Seen Exceeding 90,000 This Year... Chinese Manufacturers' Share Tops 90%"

Counterpoint Research data
Shipments forecast to double this year
Hyundai Mobis targets robot components market

Annual shipments in the global quadruped robot market are projected to exceed 90,000 units this year, with Chinese manufacturers accounting for more than 90% of the market.

According to market research firm Counterpoint Research on Oct. 20, global shipments of quadruped robots are estimated to exceed 90,000 units this year. That is nearly double the 46,000 units shipped last year. About 35,000 units were shipped in the first half of this year alone, of which around 14,000, or 40%, were deployed at industrial sites for manufacturing and facility inspections. Revenue from the industry totaled about $700 million (approximately 929.7 billion won) last year. Chinese companies also accounted for more than 90% of supply at the time.

Shipment share by quadruped robot vendor in the first half of 2026. Counterpoint Research

Unitree led overall market share by manufacturer with 37%, followed by AgiQuad (16.3%), Genisom AI (12.6%), and Deep Robotics (10.4%). The rankings changed, however, when the market was limited to industrial robots. AgiQuad took the top spot with 27.8%, followed by Deep Robotics (26.0%), Genisom AI (18.9%), and Unitree (17.6%).

Chinese companies also made notable gains in the humanoid market. Global shipments of humanoid robots reached 22,000 units in the first half of this year, an increase of about 300% from the same period a year earlier. Chinese manufacturer AgiBot ranked first in the sector with a 43% market share.

Among South Korean companies, Hyundai Mobis is entering the robot components market. Hyundai Mobis has finalized a deal to supply actuators for Atlas, the next-generation humanoid robot developed by Boston Dynamics, an affiliate of Hyundai Motor Group. On Oct. 14, it held its M Mobis Mobility Day (MMD) event in Shanghai, China, where it discussed technology partnerships and component supply plans with local Chinese robotics companies.

An actuator is a joint drive module that integrates a motor, reducer, and controller. It is a key drive system that moves a robot's leg and arm joints and accounts for more than 60% of the robot's manufacturing costs.

Counterpoint Research said, "Boston Dynamics has already commercialized and is supplying Spot, a quadruped robot, for industrial sites," adding, "Yet Chinese companies dominate the global market in this very product category."

Spot, a quadruped robot developed by Boston Dynamics, Hyundai Motor Group's robotics-focused affiliate. The Asia Business Daily

This content was produced with the assistance of AI translation services.