Is China winning in Physical AI?

Chinese manufacturers shipped over 97% of global humanoid robots in H1 2026 as the US responds with an import ban citing national security

A new report says Chinese makers account for about 97% of global humanoid-robot shipments, a dominance built on cheap hardware, a deep supply chain and heavy state backing.

A robot from Chinese company AgiBot is displayed during the 2026 Consumer Electronics Show (CES) in Las Vegas, the United States, Jan 6, 2026. [Photo/Xinhua]