Industrial robots (IFR)
One year per column, unchanged IFR definitions. World Robotics 2026 fills only the 2025 cells it supports; the 2024 column stays. US-only figures do not enter the global column.
What the two documents state
The executive summary states 2025 global installations, China installations and operational stock; the Japan figure comes from IFR’s release of the same day. Neither document states a global robot density, so that cell stays —. The circulated “621,000 global installations in 2025” appears in neither and stays refused below.
| Metric | 2024 (WR 2025) | 2025 (WR 2026) |
|---|---|---|
| Global installations# | 542,076 [A2] | 603,307; +11% YoY [A7] |
| China installations# | 295,045; 54% of global; +7% YoY [A2] | 354,226; 59% of global; +20% YoY [A7] [A8] |
| Japan installations# | 44,453; 8% of global; −4% YoY [A2] | 36,219; −19% YoY [A8] |
| Operational stock (year-end)# | 4,663,698 [A2] | 5,079,078; +9% YoY [A7] |
| Global density (robots / 10,000 manufacturing workers)# | 177 as first published; 132 as restated with updated China employment data [A2] [A12] | — |
| Source report# | World Robotics 2025 [A2] | World Robotics 2026 [A7] |
Installations are annual additions. Stock is operational robots at year-end. Density is operational robots per 10,000 manufacturing employees. A later year does not replace an earlier year.
Service robots (IFR World Robotics 2026, sales in 2025)
One edition only: World Robotics 2026, units sold in 2025, counted from a sample of 238 of the 1,001 producers IFR knows.
238 suppliers reported, 22 of them with no sales yet, out of 1,001 known producers. IFR: “sample data … not projected to the whole industry … a minimum level of sales”. [A14]
| Application group | Units sold, 2025 | Share of professional, 2025 | Growth on 2024 |
|---|---|---|---|
| Transportation and logistics (AP5)# | 117,488 units; “117,500 units” in the release [A13] [A10] | 47% [A13] [A10] | +21% [A13] [A10] |
| Hospitality (AP8)# | 55,941 units [A13] | 22% [A13] | +19% [A13] |
| Professional cleaning (AP2)# | 44,644 units [A13] | 18% [A13] | +40% [A13] |
| Agriculture (AP1)# | 17,141 units [A13] | 7% [A13] | +19% [A13] |
| Inspection and maintenance (AP3)# | 6,467 units [A13] | 3% [A13] | +83% [A13] |
| Other professional applications# | 7,887 units [A13] | 3% [A13] | — |
World Robotics 2025, sales in 2024, sample of 294 suppliers: professional >199,000; medical close to 16,700; consumer close to 20.1 million. [A9] [A16]
World Robotics 2024, sales in 2023, sample of 298 companies: professional >205,000; medical more than 6,100; consumer 4.1 million. [A4] [A15]
Why the editions are not a series
The editions disagree about the same year. World Robotics 2026 charts 47 thousand hospitality and 32 thousand professional-cleaning robots for 2024 [A11]; World Robotics 2025 gave more than 42,000 and more than 25,000 for that year [A9]. Medical robots are reported apart from professional service robots since World Robotics 2024.
Humanoid sales, installations and shipments
Two counts exist for 2025. They measure different things and are printed side by side.
| Metric | IFR World Robotics 2026 | Counterpoint Research |
|---|---|---|
| Units, 2025# | almost 6,900 units; “about 7,000 units” in the release [A11] [A10] | around 16,000 units [A1] |
| Metric word# | sold [A11] [A10] | installations [A1] |
| What is counted# | humanoids that producers reported sold to IFR’s annual survey [A11] | humanoid robots installed worldwide during the year, as estimated by the analyst [A1] |
| Basis# | survey sample of 238 of 1,001 known producers; not projected to the whole industry [A14] | Counterpoint’s Humanoid Robot Research; no sample or method is stated in the release [A1] |
| Size limit stated# | full-size, above 140 cm, in the release; none in the executive summary [A10] [A11] | none stated [A1] |
| Regional note# | overwhelming majority from companies headquartered in Asia [A11] | China more than 80% of installations [A1] |
| Published# | 2026-09-24 report; 2026-09-30 release [A11] [A10] | 2026-01-14 [A1] |
Who ships — Counterpoint H1 2026 ranks
Counterpoint shipment ranks, not IFR installations or hardware comparisons.
Unit counts and Galbot products
Only AGIBOT’s unit count is published; the other four entries give order, not volume. Galbot’s shipped products here are wheeled G1 / S1, not bipeds or Galbot ET1.
Figures and ranks
The 16,000 and >22,000 figures above are not subtracted from these ranks. A rank is not a specification.
| Vendor | H1 2026 rank / volume | Metric word | Physical class on this site |
|---|---|---|---|
| AGIBOT# | first; 9,700 units [A5] | shipments [A5] | legged humanoid — vendor family and reseller field |
| Unitree# | second; unit count not published [A5] | shipments [A5] | legged humanoid — family sheet |
| Galbot# | third; unit count not published [A5] | shipments [A5] | mobile manipulator — family sheet; announced humanoid has no sheet |
| UBTECH# | fourth; unit count not published [A5] | shipments [A5] | legged humanoid — Walker S2 family sheet [M12] |
| Leju Robotics# | fifth; unit count not published [A5] | shipments [A5] | legged humanoid — Kuavo family sheet |
| Top five share# | 86% of H1 2026 shipments [A5] | shipments [A5] | not a hardware class |
These three shares are not added to 100%. Counterpoint does not publish the remainder as a named class here, so no fourth percentage is invented.
Unitree — public-market figures (exchange filing)
Unitree listed on Shanghai’s STAR Market (688836) on 2026-08-19.
Filing grade and prices
Exchange filings are primary, third-party-verified F evidence, above press and analyst sources. Trading prices remain press-graded. Market figures never enter Unitree hardware sheets.
Humanoid / embodied funding
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.
Currencies and omissions
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.
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.