IDC: Global quadruped Siasun Robot&Automation shipments exceeded 49,000 units in the first half of 2026, up 92.5% year over year.

The divergence in the quadruped Siasun Robot&Automation market is deepening. According to the latest data from International Data Corporation (IDC), in the first half of 2026, global shipments exceeded 49,000 units, up 92.5% year over year; the market size exceeded US$400 million. But more noteworthy than shipment volume is the revenue structure: education and research and household consumption contributed about 60% of shipments but less than one-third of revenue; while industry-level applications such as government, industrial manufacturing, and public utilities, with less than 40% of shipments, captured more than two-thirds of revenue. IDC's latest global quadruped Siasun Robot&Automation market share report shows that industry-level applications have become the core engine of market growth. In the first half of 2026, the industry application market size exceeded US$270 million, up 125.1% year over year, and deployment volume increased 260.5% year over year. This growth rate far exceeds the overall shipment growth rate. The share of actual industry demand continues to rise. Market enters a commercialization expansion phase, and the competitive landscape is still evolving rapidly In 2025, the global quadruped Siasun Robot&Automation market entered a stage of large-scale development, with full-year shipments of about 58,000 units and a market size exceeding US$490 million, both achieving more than double-digit growth compared with 2024. In the first half of 2026, the market continued its high-growth momentum, with shipments exceeding 49,000 units, up 92.5% year over year; market size exceeded US$400 million, up 95.4% year over year, further accelerating the commercialization process. As motion control, environmental perception, and artificial intelligence capabilities continue to improve, product applications are gradually expanding from scientific research and education, display and performance, and household consumption to professional scenarios such as government, industrial manufacturing, public utilities, oil and gas, mining and engineering, and construction and real estate. Among the drivers of market growth, the share of actual industry demand continues to rise. The global quadruped Siasun Robot&Automation market shows characteristics such as multi-tier competition, differentiated vendor positioning, and regional expansion. Chinese vendors such as Unitree, DEEP Robotics, AGIBOT, and Micbot are leveraging supply chain, cost, and large-scale manufacturing advantages to accelerate expansion into consumer, research, and multi-industry applications; European and American vendors such as ANYbotics and Boston Dynamics mainly focus on professional scenarios such as government, industry, oil and gas, and special operations. At the same time, lower technical barriers, declining product costs, and an expanding application market are driving new vendors to continue entering, further intensifying market competition, and the competitive landscape is still in a stage of rapid evolution. As body technology gradually matures, vendor competition will also evolve from early competition over motion performance and hardware parameters to competition over AI capabilities, industry scenarios, software ecosystems, and overall solutions. Shipments rely on consumer and research, revenue relies on industry-level applications The global quadruped Siasun Robot&Automation market is showing a clear characteristic of "shipments rely on consumer and research, revenue relies on industry applications." In the first half of 2026, education and research and household consumption contributed about 60% of quadruped Siasun Robot&Automation shipments, but accounted for less than one-third of revenue; by contrast, although industry-level application markets such as government, industrial manufacturing, and public utilities have relatively limited shipment scale, their product unit prices and project values are higher, contributing higher market revenue and becoming an important DRIVE for overall market growth. In the first half of 2026, the market size of industry-level applications other than education and research and household consumption exceeded US$270 million, up 125.1% year over year; deployment volume exceeded 19,000 units, and shipments increased 260.5% year over year. In terms of vendor performance, DEEP Robotics ranked first in the industry-level application market. Relying on extensive deployment in scenarios such as power inspection, industrial inspection, and emergency firefighting, as well as relatively mature product and solution capabilities, it maintained a leading position in the industry-level application market. This structural difference is not a new phenomenon, but a long-term characteristic of the quadruped Siasun Robot&Automation market. This was true in 2025, and it remains true in the first half of 2026, and the degree of divergence is still deepening. The consumer and research markets remain important forces driving product scale-up and cost reduction, while industry applications continue to be the key market for vendors to achieve revenue growth CKH HOLDINGS and commercialization monetization. The two are not substitutes, but parallel relationships. From the perspective of industry-level applications, government and industrial manufacturing are the two largest sub-markets; among them, the industrial manufacturing market has higher growth and is becoming a key expansion direction for vendors. Industrial manufacturing: quadruped Siasun Robot&Automation accelerates into large-scale application In the first half of 2026, the global quadruped Siasun Robot&Automation industrial application market size was about US$76.75 million, up 194.2% year over year; deployment volume exceeded 4,100 units, and shipments increased 537.9% year over year, with the market entering a phase of rapid expansion. As industrial applications accelerate, more and more vendors are beginning to enter this sub-market, and competition is gradually shifting from exploration by a small number of early vendors to expansion by multiple vendors. Micbot focuses on high-risk industrial scenarios. Relying on wheeled-legged Siasun Robot&Automation and an industrial embodied brain, it promotes the large-scale mass production and delivery of special products such as explosion-proof products, and ranks among the top in industrial market revenue share. AGIBOT rapidly expands industrial applications through ecosystem partners, while vendors such as Boston Dynamics and Unitree also continue to explore industrial scenarios, driving quadruped Siasun Robot&Automation to extend from traditional inspection to more tasks. Future outlook: from single-machine inspection to complex operations In the future, the global quadruped Siasun Robot&Automation market will gradually move from high-speed expansion into a stage of application deepening and capability upgrading. Among the drivers of market growth, the share of industry applications and commercial value will further increase. Industry applications are moving from single-point trials to large-scale deployment. As quadruped Siasun Robot&Automation continues to land in fields such as industrial manufacturing, oil and gas, public utilities, engineering and construction, and mining, market growth will gradually shift from early demand such as education and research and consumption to bulk procurement by industry customers. Safety, reliability, deployment efficiency, and ROI will become important factors affecting procurement decisions. Evolution from mobile inspection to intelligent operation platforms. The integration of multimodal perception, AI models, robotic arms, and professional operation payloads will drive quadruped Siasun Robot&Automation to extend from "mobility + inspection" to complex tasks such as equipment detection, maintenance, operation, and emergency response, achieving a closed loop of capabilities from perception and recognition to decision-making and execution. Data and embodied intelligence become new competitive barriers. As basic capabilities such as motion control and positioning and navigation gradually mature, vendor competition will focus more on real-machine data, model training, and task generalization capabilities. Through continuous training and optimization with real-scenario data, Siasun Robot&Automation will evolve from "one-time deployment, fixed tasks" to "continuous learning, capability expansion." Two-way development of consumer-grade and industry-level markets. The consumer-grade market will expand its user base through cost reduction, improved interaction, and richer content, while the industry-level market will continue to upgrade toward high reliability, high intelligence, and high ROI, forming different growth paths. Global competition shifts from product going overseas to competition in localization capabilities. Chinese vendors will further expand into markets such as Europe, Asia-Pacific, and the Middle East and Africa. Global competition will place greater demands on technology, cost, supply chains, industry experience, and localized delivery and service capabilities, and the market will gradually form a competitive landscape in which leading vendors, multi-tier vendors, and specialized niche vendors coexist. Li Junlan, research manager at IDC China, said that the commercialization path of quadruped Siasun Robot&Automation is becoming increasingly clear. The industry-level application market continues to deepen toward inspection, security, and complex operations, while the consumer market continues to expand driven by cost reduction and improved product capabilities. As embodied intelligence technology, product reliability, and payload capabilities continue to improve, quadruped Siasun Robot&Automation is gradually evolving from a platform mainly focused on mobility and inspection to a general-purpose operation platform for multiple scenarios. IDC recommendations: two paths, two approaches For vendors, the second half of 2026 is a point at which choices need to be made. If focusing on the consumer and research market, the core is cost reduction and ecosystem. The consumer-grade market is price-sensitive, and the risk of product homogenization is high. Hardware parameters alone make it difficult to build long-term barriers. Vendors need to reduce costs through large-scale manufacturing while using content, interaction, and developer ecosystems to increase user stickiness, turning "selling one Siasun Robot&Automation" into "retaining one user." If focusing on the industry-level application market, the core is scenario understanding and delivery capability. Scenarios such as industry, government, and energy are highly fragmented, and no single product can win across the board. Vendors need to choose sub-scenarios they are good at and deepen them thoroughly, accumulate real-scenario data and task experience, upgrade from "can inspect" to "can operate," and upgrade from "selling products" to "selling solutions." Safety, reliability, and ROI are the three things industry customers truly care about. If both paths are to be pursued, it is necessary to guard against dispersed resources. The competition logic of the consumer market and the industry market is very different: the former competes on cost and scale, while the latter competes on scenarios and services. It is difficult for the same set of products and team to fight two battles well at the same time. A more realistic path is: use the scale of the consumer market to dilute costs, and use the profits of the industry market to feed back into research and development, but the premise is to find points of technology reuse between the two, rather than simply modifying consumer-grade products and selling them to industry customers. For the entire market, quadruped Siasun Robot&Automation is moving from the "can walk and jump" technology demonstration stage into the "can work and can make money" commercial validation stage. Whoever can first prove that quadruped Siasun Robot&Automation continuously creates value in real scenarios will be able to seize the initiative in the next stage of competition.