Robot landscape / Market data

Market data

Market numbers are analyst (A) or press (P) grade with named source and date; forecasts are not tabulated because houses diverge 3–10×.

Industrial robots (IFR, 2024)

Installations 2024 542,076 IFR World Robotics 2025, 2025-09-25. [A2]
China 295,045 54% of global; +7% YoY. IFR World Robotics 2025, 2025-09-25. [A2]
Japan 44,453 8% of global; −4% YoY. IFR World Robotics 2025, 2025-09-25. [A2]
Operational stock (end-2024) 4,663,698 IFR World Robotics 2025, 2025-09-25. [A2]
Robot density (global) 177 Robots per 10,000 manufacturing workers. IFR World Robotics 2025, 2025-09-25. [A2]
Highest robot density S. Korea 1,220 / Singapore 818 / China 567 / Germany 449 / Japan 446 Robots per 10,000 manufacturing workers. IFR World Robotics 2025, 2025-09-25. [A3]
Definition

Density = operational robots per 10,000 manufacturing employees. Figures from the IFR Executive Summary and Foreword.

Service robots (IFR, 2023, sample-based)

Professional service robots >205,000 Units, +30%. IFR World Robotics 2024 Service Robots, 2024. [A4]
Consumer service robots ≈4.1 million Units, +1%. IFR World Robotics 2024 Service Robots, 2024. [A4]
Scope

Sample of 298 producers, not the full market.

Humanoid installations

Humanoid installations 2025 ~16,000 China >80% of the increment. Counterpoint, 2026-01-14. [A1]

Humanoid / embodied funding

Galbot — $300M round, 2025-12-23 $300M Cumulative $800M; valuation $3B. USD press figure; not summed with the RMB cumulative card. The Robot Report, 2025-12-23. [P1]
Apptronik — $935M Series A, 2026-02 $935M Apptronik, 2026-02. [P5]
Agility Robotics — ~$641M cumulative, 2025 ~$641M Incl. $400M Series C 2025. Agility Robotics press releases. [P2]
LimX Dynamics — ~$400M cumulative, 2026 ~$400M $200M Series B Feb 2026 + ~$200M Jul 2026. LimX Dynamics news. [P4]
1X Technologies — $125M+ cumulative (Series B), 2024 $125M+ 1X Technologies, 2024. [P3]
UBTECH — ~$940M pre-IPO equity ~$940M Excl. 2023 HK IPO proceeds. Multiples.vc. [P6]
Fourier Intelligence — ~$230M funding, 2025 ~$230M RobotHub company profile. [P7]
Kepler Robotics — ~$100M estimate, 2026 ~$100M Industry estimate (undisclosed). SSE stake-transaction filing. [P8]
Scope

Private-market figures. UBTECH excludes IPO proceeds; Kepler is an estimate. Totals are not summed because grade and definition differ.

Galbot funding and deployment (press)

These cards are press-graded. They are not specification cells and do not enter a hardware table. RMB and USD cumulative figures come from different articles and are not added together. Founder volume or TAM aspirations in the same interview are omitted.

Galbot — cumulative funding, 2025-09-11 >¥2.4B China; embodied-AI company. Qiming reprint of 中国企业家, 2025-09-11. Press, not a cap table. [P9]
Galbot — signed smart pharmacies, 2025-09-11 100 China retail / pharmacy deployments (“签约100家智慧药店”). Same interview later says 100 signed smart retail stores. Press count, not a shipment. Qiming / 中国企业家, 2025-09-11. [P9]
Galbot — Bosch China MoU and JV, 2025-06 MoU + JV Bosch China and 博原资本 MoU; JV 博银合创 for auto and industrial. Qiming / 中国企业家, 2025-09-11 (describes June 2025). Press. [P9]
Definition

Pharmacy/store counts are signed-cooperation figures from an investor-channel interview, not IFR installations. Do not place them on the Galbot G1 spec sheet.

Forecasts

Not tabulated. TAM and shipment forecasts diverge 3–10× across houses (Goldman Sachs, Morgan Stanley, and others), so no trend line or total is shown. See the market source group.