北京亿德诺机械设备有限公司

2026-07-29 18:48:46

2026 Marks Mass Production Year for Humanoid Robots — Industry Faces Historic Opportunity

Tesla's Optimus production line begins in Fremont in July; Chinese players like AGIBOT and Unitree ship over 5,000 units each, and the joint-module and servo supply chain enters explosive growth.

According to Fortune Business Insights and The Robot Report, the global humanoid-robot market will reach US$6.24 B in 2026 with a 50.6% CAGR; 2025 shipments surged 508% to nearly 18,000 units. Elon Musk has confirmed Optimus production will begin in Fremont between late July and August, replacing the Model S/X line. A second Optimus plant is rising at Giga Texas with a 10-million-unit annual design capacity. Chinese players AGIBOT and Unitree have each shipped over 5,000 units, while Apptronik, Figure AI and Agility Robotics remain in pilot phase. Hardware accounts for >70% of bill-of-material value. The integrated joint module — frameless torque motor + harmonic/cycloidal reducer + dual encoders + brake + drive — is the core building block. Repunite has long specialized in this field, supplying 70 mm – 120 mm joint modules with 0.01° repeatability.

2026-07-29 18:48:46

2026 Marks Mass Production Year for Humanoid Robots — Industry Faces Historic Opportunity

Tesla's Optimus production line begins in Fremont in July; Chinese players like AGIBOT and Unitree ship over 5,000 units each, and the joint-module and servo supply chain enters explosive growth.

According to Fortune Business Insights and The Robot Report, the global humanoid-robot market will reach US$6.24 B in 2026 with a 50.6% CAGR; 2025 shipments surged 508% to nearly 18,000 units. Elon Musk has confirmed Optimus production will begin in Fremont between late July and August, replacing the Model S/X line. A second Optimus plant is rising at Giga Texas with a 10-million-unit annual design capacity. Chinese players AGIBOT and Unitree have each shipped over 5,000 units, while Apptronik, Figure AI and Agility Robotics remain in pilot phase. Hardware accounts for >70% of bill-of-material value. The integrated joint module — frameless torque motor + harmonic/cycloidal reducer + dual encoders + brake + drive — is the core building block. Repunite has long specialized in this field, supplying 70 mm – 120 mm joint modules with 0.01° repeatability.

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