7 segments · 121 companies · as of Sep 18, 2026
Humanoids & Robot Brains
General-purpose machines, robot learning and the first commercial deployments
Where it sits
Fed by: Models & Platforms
Humanoids and mobile manipulators combine perception, language, dexterity and locomotion to work in spaces built for people. Robot models, simulation and contract manufacturing connect early factory deployments with an emerging service and home-robot market.
Why now
New generations are reaching factories and data-collection fleets in 2026, but most humanoid revenue remains small. Chinese makers are listing, while safety, reliable manipulation and the cost of collecting training data determine which pilots expand.
US & European Humanoid Makers
Humanoid and mobile-manipulator developers target factory handling and household work. Commercial hours, safe operation and task reliability distinguish deployments from prototypes and production targets.
Digit 4 works at GXO; Digit 5 was unveiled September 15 with early access planned for 2027
leaderFigure 03 and Helix 02 handle logistics sequencing at BMW Spartanburg after the Figure 02 pilot
challengerApollo 2 bipedal and wheeled robots collect task data at Robot Park and customer pilot sites
challengerReported Optimus production-line buildout at Fremont supports training robots; commercial shipments remain a roadmap
emergingReported NEO home rollout rests on reservations and an EQT deployment framework; broad customer delivery is unverified
emergingReported 4NE1 Gen 3.5 roadmap targets late-2026 availability; reservations do not establish delivered industrial fleets
emergingReported Mentee humanoid roadmap targets 2028 production after the acquisition; customer proofs of concept come first
emergingAEON trains at Schaeffler and performs BMW Leipzig production tasks; wider rollout remains phased
challengerHMND 01 wheeled and bipedal platforms have a Schaeffler deployment agreement; rollout is scheduled over several years
emergingCalvin-40 works with Renault; 350-robot deployment plan follows the Douai factory introduction
challengerReported HD Hyundai welding-humanoid program develops shipyard prototypes ahead of commercial deployment
emergingTALOS biped and TIAGo Pro mobile manipulator serve manipulation and locomotion research
nicheReported Gene.01 humanoid program integrates full-body tactile sensing; factory deployment remains pre-commercial
emergingAgile ONE and ONE S humanoids extend established Diana and Franka manipulation systems; humanoid sales remain early
emergingWheeled Reflex Robot handles tote transfers and picking in a disclosed GXO pilot using supervised learning
challengerReported Boston Dynamics Atlas rollout targets Hyundai Metaplant sequencing in 2028; current work is validation
emergingFF Futurist sourced humanoids enter company-reported deliveries; proprietary OEM contribution remains unproven
emergingReported Phantom humanoid commercialization follows demonstrated hardware; sustained customer use is unverified
emergingAlex upper-body humanoid targets industrial manipulation; commercial deployment scale is undisclosed
emergingRoBee wheeled humanoids have an STMicroelectronics supply agreement for plant logistics and production support
challenger
Sources: agilityrobotics.com, figure.ai, robotics.hexagon.com, hyundai.com, blog.st.com, ir.mobileye.com
China Humanoid Makers
China combines low-cost research humanoids with industrial mobile manipulators and bipedal pilots. Unit deliveries and useful task performance matter more than demonstrations; listed subsidiaries are not equity in private parents.
G1, R1 and H2 humanoids ship as research platforms; STAR Market trading started August 19
leaderA2 and G2 embodied robots; company reports its 15,000th total robot produced in June 2026
leaderWalker S2 factory humanoid with battery swapping; Walker-series BYD and Foxconn deployments are disclosed
majorReported IRON line commissioning precedes planned 2027 customer delivery; early units support internal deployment
emergingAtom and Atom Max humanoids combine dexterous manipulation with the NDS robot-control system
challengerGR-3 care-oriented humanoid combines whole-body movement with visual, audio and tactile interaction
challengerG1 handles retail shelves; heavy-duty S1 performs material handling on CATL module and battery-pack lines
challengerKuavo 5 and wheeled Kuavo 5-W humanoids follow full-size robot deliveries and a pending ChiNext IPO
challengerPM01 open development humanoid and T800 full-size platform use proprietary high-torque joints
emergingOli and Luna humanoids plus TRON 1/2 platforms support locomotion research and early task development
emergingL7 bipedal and Q5 wheeled platforms integrate XHAND dexterous hands for embodied-AI tasks
emergingMagicBot Gen1 uses 42 active degrees of freedom and a 7.5 kg single-arm payload
emergingDR02 industrial humanoid has an IP66-rated body for outdoor and harsh-environment development
emergingS1 dual-arm mobile manipulator supports imitation-learning research and fast object handling
emergingT1 and K1 compact humanoids target locomotion research, education and robot soccer
nicheCyberOne and Xiaomi-Robotics-1 undergo nut-loading and sorting trials inside Xiaomi's EV factory
emergingD9 bipedal development platform pairs DH11 tactile hands with RGB-D perception; commercial scale is undisclosed
emergingK2 Bumblebee combines roller-screw and rotary joints for industrial handling; sustained customer deployment is unquantified
emergingAiMOGA Mornine humanoids handle reception at Chery dealerships and public events; deployment scale is company-reported
emergingHuilun's GoMate Mini wheel-legged robot performs inspection at company-reported commercial sites
emergingRobbyant R1 wheeled humanoids serve museum guidance and service trials; Alibaba's minority stake is not control
emergingReported MIRO U six-arm mobile humanoid targets washing-machine line changeovers; sustained rollout is unverified
emerging
Sources: reuters.com, ubtrobot.com, xpeng.com, gacgroup.com, robbyant.com
Korea & Japan Robot Programs
Automakers and electronics groups fund humanoid platforms and manipulation research alongside Korean specialists. Existing group revenue is much larger than robot sales, so strategic investment does not imply high current robot exposure.
Reported RMAC training program prepares Atlas for Hyundai factories; production sequencing is targeted for 2028
majorReported RX robotics office combines Samsung's own humanoid hardware and AI; CES demonstration remains a roadmap
emergingReported CLOiD home-robot program demonstrates dual arms and five-fingered hands with ThinQ appliances
emergingAI Worker semi-humanoid and OMX/OMY manipulators support imitation-learning and dual-arm research
challengerReported EIR humanoid roadmap extends Indy cobots into a physical-AI platform; scaled deliveries remain unverified
emergingAMBIDEX cable-driven dual-arm research learns human force control for safe manipulation
nicheToyota Research Institute large behavior models power joint Atlas whole-body manipulation research
nicheReported Kaleido9 research program demonstrates walking and transport; it is not a commercial humanoid fleet
nicheReported Avatar Robot and multi-fingered hand research targets remote work; commercial humanoid availability is unverified
nicheAlice humanoids use in-house actuation; early Korean manufacturing sales remain small pilot volumes
emergingReported ALLEX upper-body prototype combines compliant arms and dexterous hands; commercial scale is unverified
emergingReported FRIDAY wheeled-humanoid ramp targets factory handling; repeatable commercial deployments remain unverified
emergingRB-Y1 mobile dual-arm research platform has its own listed business; Samsung Electronics holds 35%
challengerReported practical-humanoid roadmap develops multi-arm coordination, collision avoidance and long-horizon task planning
emergingReported Persona AI welding-humanoid program assigns shipyard integration and welding-quality control to HD Hyundai Robotics
emergingKawada Robotics NEXTAGE Fillie dual-arm humanoids automate bench assembly and support open robotics research
nichePedia_Roid pediatric humanoid simulates patient movement and distress for dental and emergency-care training
niche
Sources: rainbow-robotics.com, images.samsung.com, en.sedaily.com, hyundai.com, robotis.com, en.neuromeka.com
Robot Models & Training Data
Vision-language-action models and world models convert demonstrations and sensor observations into robot behavior. Cross-robot transfer, failure recovery and the cost of collecting useful physical data determine practical value.
GR00T N1.7 open VLA model and Cosmos world models support humanoid policy training
leaderDeepMind Gemini Robotics and Robotics-ER combine embodied reasoning with action generation
leaderpi 0.7 steerable robot model follows pi 0.6; policies transfer across manipulation tasks and embodiments
challengerSkild Brain has disclosed ABB, Universal Robots and Foxconn partnerships for cross-robot control
challengerLeRobot provides open policies and datasets; Pollen adds Reachy hardware; Nvidia purchase remains pending
majorHelix 02 pixels-to-actions model coordinates Figure 03 whole-body manipulation and logistics work
challengerCovariant model license and hired researchers support learned warehouse manipulation; the 2024 deal was not a buyout
majorV-JEPA 2 video world model supports research in zero-shot planning and robot-arm object manipulation
nicheField Foundation Models use belief-world modeling for risk-aware autonomy on industrial robot fleets
challengerGEN-1.5 embodied model learns new manipulation tasks from brief demonstrations
emergingDynamism models operate dual-arm robots on commercial folding and other repetitive manipulation tasks
emergingGENE-26.5 robot model links simulation with dexterous manipulation across different robot bodies
emergingWALL-OSS-0.5 VLA and WALL-SS world model connect robot manipulation policies with simulated task prediction
emergingSpirit v1.6 combines world-state prediction and fine-grained actions on Moz1 robot demonstrations
emergingRLDX-1 dexterity model publishes ALLEX and DROID checkpoints for high-degree-of-freedom hands
emergingPhysical AI software now targets commercially available industrial robots; proprietary hands remain in development
challengerUniFoLM world-model and VLA repositories train G1 manipulation policies with teleoperation data
challengerGO-1 embodied model and AGIBOT World datasets train manipulation policies across robot bodies
challengerOpen VLA Xiaomi-Robotics-1 uses embodiment-free pretraining and task adaptation for mobile manipulation
emergingRobbyant LingBot-VLA and LingBot-Depth open models combine manipulation learning with spatial perception
emerging
Sources: github.com, deepmind.google, pi.website, skild.ai, technology.robbyant.com
Simulation & Onboard Compute
Simulation produces repeatable training environments while embedded processors run perception and policies on the robot. Developers select software compatibility, deterministic control, power use and sensor bandwidth together.
Isaac Sim/Lab, Newton physics and Jetson Thor connect simulated robot training to onboard inference
leaderDeepMind MuJoCo provides physics simulation for robot control, reinforcement learning and policy evaluation
majorDragonwing IQ10 robotics reference design integrates perception, edge AI and deterministic motion control
challengerKria AI robotics platform samples in 2026; Ryzen AI Embedded and Versal combine perception with control
challengerCore Ultra Series 3, OpenVINO and Time Coordinated Computing combine robot inference and real-time control
majorRDK X5 and S100 kits provide integrated edge inference, perception and robot development tools
challengerRK3588 and RK3576 SoCs provide embedded vision and NPU inference for robot computing boards
challengerSimcenter Amesim models humanoid actuation, gait and energy use before hardware testing
majorDELMIA Robotics simulates robot motion and cells; SIMULIA validates structural and contact physics
majorAnsys Mechanical adds deformable cable and contact physics to ADI's Isaac Sim robot-training environment
majorSimscape Multibody and Reinforcement Learning Toolbox train humanoid walkers and validate joint controllers
majorUnity Industry, ROS integration and URDF import create robot test scenes and virtual commissioning environments
nicheDana connects simulation, validation and data workflows for robot development; humanoid work remains early
challengerCVflow N1 and N1-655 combine multi-camera perception and neural inference for embedded robot compute
challengerGenio 520/720 integrate camera processing and an NPU for low-power service-robot and edge-vision boards
nicheRZ/V2H combines DRP-AI3 vision inference with real-time cores for autonomous-robot perception and control
majori.MX 95 perception nodes preprocess camera and motion data for NVIDIA-based humanoid compute pipelines
majorOnboard Hailo-8 inference runs obstacle detection in Husqvarna Automower 430X and 450X NERA robotic mowers
nicheModalix MLSoC runs GR00T perception and action models on-device; vendor demos do not establish fleet adoption
challengerMetis accelerator cards provide embedded vision inference; robot-specific design-win scale remains undisclosed
nicheMR527 robot SoCs integrate CPU, NPU and RISC-V control for cleaning, service and quadruped platforms
nicheBPU compute and AI-model licensing underpin associate D-Robotics' robot platforms after the March deconsolidation
challengerSesameX Kalos and Aura developer kits extend automotive-grade AI compute to service, industrial and humanoid robots
emerging
Sources: developer.nvidia.com, blogs.sw.siemens.com, news.synopsys.com, hkexnews.hk, en.d-robotics.cc, blacksesame.com
Manufacturing & Early Adopters
Contract manufacturers build robots while factory and logistics operators provide real tasks, data and validation. These confirmed partnerships are distinct from equipment suppliers; pilots contribute little to conglomerate revenue today.
Apollo manufacturing contract includes planned factory validation; sustained production deployment is unverified
majorUBTech confirms Walker S2 factory validation; Skild partnership targets AI-controlled assembly arms
majorFigure 03 logistics sequencing at Spartanburg and AEON production trials at Leipzig extend factory pilots
majorBerlin-Marienfelde Apollo trials teach assembly-kit delivery and component handling through worker demonstrations
majorDigit moves totes in a live Spanx operation; Apollo and Reflex programs remain separate trials
majorAEON and HMND robot rollout agreements accompany actuator partnerships; deployment is phased over years
majorCalvin-40 partnership supports factory handling with a planned 350-robot rollout
majorWalker S1 factory deployment tests handling with AMRs and autonomous logistics vehicles
majorDigit tote-recycling tests at Amazon Robotics precede a broader rollout; a production-scale humanoid fleet is unverified
majorDigit's completed Toyota Motor Manufacturing Canada pilot led to a commercial robots-as-a-service agreement
majorGalbot S1 moves and picks materials on module and battery-pack lines, as confirmed by CATL's operating deployment
majorEV-plant trials use humanoids for nut loading, console-cover sorting and returnable-box folding
niche
Sources: apptronik.com, press.bmwgroup.com, gxo.com, group.mercedes-benz.com, schaeffler.com, catl.com
Service, Delivery & Home Robots
Task-specific robots already deliver meals, clean floors and patrol properties. Their autonomy, fleet utilization and service costs provide a commercial reference point for newer general-purpose robots and home assistants.
Sidewalk delivery fleet passes 10 million deliveries; company reports more than 3,000 operating robots
leaderSaros robot vacuums combine obstacle recognition, adaptive chassis and automated cleaning docks
leaderBellaBot delivery and CC1 commercial cleaning robots serve hospitality and facilities
majorDINERBOT T10 delivery and KLEENBOT C40 cleaning robots automate repeated commercial service routes
majorSidewalk delivery fleets add Vayu perception and Diligent Moxi hospital assistants after completed acquisitions
challengerADAM beverage robot and Scorpion bartender automate drink preparation in commercial venues
challengerK5 autonomous security patrol robots monitor structured outdoor sites and report events to remote operators
nicheCoco 2 urban delivery robots serve merchants through Uber Eats, DoorDash and Wolt integrations
challengerX-series autonomous floor cleaners use BrainOS; 2026 agreement extends next-generation exclusivity
majorBrainOS Clean 2.0 adds adaptive route planning to Tennant robotic floor-cleaning fleets
majorBear Robotics Servi and CLOi commercial robots sit within LG-controlled service robotics
majorSoftBank Robotics Whiz commercial vacuum uses BrainOS autonomy for facility cleaning
majorDEEBOT floor-cleaning and WINBOT window robots apply navigation and obstacle-recognition systems
majorRoomba consumer robots operate through wholly owned iRobot after the January 2026 restructuring
majorHYTRON restroom-cleaning robot has an initial paid lease starting May 2026; the wider fleet remains early
emergingRobotic Smart Stores use automated arms to pick and deliver unattended retail orders
emergingGFAI Intelligent Cloud coordinates retail and customer-service robot deployments alongside cash logistics
nicheRowa Vmax robots automate pharmacy storage and package picking alongside Pyxis medication systems
majorXR2 pharmacy robots automate central medication storage, barcode verification and dispensing
majorRoBee M assists cognitive rehabilitation through an announced Fondazione Santa Lucia clinical collaboration
nicheMirokai social robots underwent a Mather senior-living pilot; early commercial availability precedes broad deployment
emerging
Sources: starship.xyz, investors.serverobotics.com, investors.tennantco.com, lg.com, media.irobot.com, oversonicrobotics.com
Glossary
- VLA
- A vision-language-action model maps images and instructions into robot actions.
- Teleoperation
- A human remotely controls a robot, often to collect demonstrations for training.
- Sim-to-real
- Transferring policies trained in simulation onto physical robots.
- Pilot
- A limited deployment that tests a workflow; it does not establish fleet-scale production.
Heat, spend, exposure and shares are editorial estimates. How to read the map ↗