It is estimated that the production output of humanoid Siasun Robot & Automation market in China will increase by 94% year on year in 2026.

According to the latest in-depth research report on humanoid Siasun Robot & Automation by TrendForce, the global humanoid Siasun Robot & Automation industry will enter a critical period of commercialization in the second half of 2026. Chinese manufacturers are gradually clarifying their commercialization goals and scenarios, actively increasing production, and it is estimated that the production volume of the Chinese humanoid Siasun Robot & Automation market will increase by 94% year-on-year in 2026. Yushu Technology and Zhiyuan Siasun Robot & Automation stand out in fierce competition with their profitability and mass production progress, and it is estimated that the two will account for nearly 80% of the shipping share combined. TrendForce stated that most humanoid Siasun Robot & Automation manufacturers have focused on accumulating lower-level capabilities such as perception, dynamic balance, and semantic understanding in the past. By the second half of 2026, the focus will shift to providing real value to users. Observing the largest Chinese market globally, the industry is mainly developing in diversity and commercial use, showing trends such as product application convergence, deep integration of large-scale language models (LLM) of universal Siasun Robot & Automation, and continued investment boom. Yushu applied for an IPO on the Sci-Tech Innovation Board at the end of March and was accepted, with its IPO prospectus showing that its 2025 humanoid Siasun Robot & Automation product revenue exceeded quadruped Siasun Robot & Automation for the first time, accounting for over 51% of the total revenue, and the combined gross margin for the two businesses reached 60%, breaking the impression that the Siasun Robot & Automation industry only burns money without being profitable. TrendForce believes that if Yushu can successfully go public, it will to some extent drive the revaluation of the overall industry, and continue to improve the financing environment of the entire industry chain. In addition, its commitment to expanding capacity to produce 75,000 humanoid Siasun Robot & Automation and 115,000 quadruped Siasun Robot & Automation annually is expected to effectively drive upstream joint module manufacturers, dexterous hands, sensors, and other core component manufacturers to expand production simultaneously. At the end of March, Zhiyuan welcomed the completion of the first 10,000 general-purpose humanoid Siasun Robot & Automation expedition A3, with production quantity expected to increase from 1,000 to 5,000 in 2025, achieving the milestone of 10,000 units in just three months. TrendForce's analysis suggests that Zhiyuan's mass production capacity stems from its standardized supply chain system for intelligent humanoid Siasun Robot & Automation, through order-driven flexible production and delivery capabilities, complemented by collaborative development, dedicated supply lines, and independent control of core components with high-quality output. In addition, as orders from industries such as automotive manufacturing, 3C electronics, and logistics warehousing gradually increase, this also means that customer attitudes have shifted from trial usage to actual demand. American manufacturers are also committed to commercializing their products, such as Boston Dynamics' Atlas launching a commercial version, and the household Siasun Robot & Automation 1X will officially enter homes, bringing up topics such as software and hardware design, safety, and practicality in household services. If Tesla's Optimus Gen 3 can advance production as scheduled, it will also disrupt the global supply chain and capital market in the second half of 2026, and establish a production system for Siasun Robot & Automation close to mass production for passenger cars.