China poised to supply 90% of global humanoid robots by 2025

A Morgan Stanley research report projects that between 13,000 and 16,000 humanoid robots will be shipped worldwide in 2025, with roughly 90 % of that volume coming from Chinese manufacturers. The report attributes China's lead to three main factors: a closed domestic supply chain that secures large orders—more than 2 billion RMB from state‑owned enterprises for power‑plant, data‑center and public‑service applications; extensive overlap with the electric‑vehicle component ecosystem, where Chinese firms such as Leaderdrive, Inovance and Orbbec dominate key parts; and strong venture‑capital investment that accelerates production scaling. In line with this momentum, Chinese startup ENGINEAI claimed it can assemble a humanoid robot in just 15 minutes, underscoring the rapid push to dominate the sector.

The analysis suggests that while U.S., Japanese and other Western firms remain largely in prototype stages, China is moving swiftly toward mass‑market deployment of cost‑effective humanoid robots.