Embodied AI Development Report 2026
具身智能发展报告（2026年）
English summary
Hot and cold: H1 2026 China embodied funding about 93.5bn RMB (about 5x YoY), 20 firms valued more than 10bn; more than 22k humanoids shipped globally in H1; but a large share of deployed units run under 10 days/month, unit price is only 40-60% of lifecycle cost, performance-rental day rates fell 80-90%, used prototypes lost about 90% of value; frontier models closed, about 2-generation capability gap; first shake-out expected in 2-3 years.
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