China Doubles Humanoid Robot Output in Six Months as Embodied AI Race…

China produced 40,000 humanoid robots in H1 2026, matching its entire 2025 output, and is on track to exceed 100,000 units by year-end, with companies like AgiBot showcasing advanced manipulation capabilities and leveraging advantages in hardware supply chains, labelled datasets, and training environments. No US company has publicly disclosed comparable production figures, shifting the embodied AI race dynamics. If you're building robotic hands, perception layers, or manipulation software for Western robotics companies, your customer now has a Chinese competitor shipping at scale and your supply chain just got strategic. Jiang's three structural advantages—hardware supply chains, labelled datasets, and simulation environments—are not software problems you can outrun.