Chinese Humanoid Robot Makers Seen Reaching 100,000 Annual Units by End of 2026, Outpacing Boston Dynamics

According to Serenity's post on X, institutions may begin repricing the humanoid robotics business as Chinese manufacturers are expected to achieve 100,000 units of annual production capacity by end of 2026, significantly outpacing Boston Dynamics' planned 30,000-unit capacity by 2028, according to an IBK Research report released last month.

Serenity also challenged linear growth projections for Boston Dynamics' Atlas robot, predicting a steeper S-curve adoption pattern with 2028 shipments of 15,000-20,000 units and 2030 volumes reaching 90,000-140,000 units, compared to IBK Research's more conservative estimates.