AI 导读
Counterpoint Research 数据显示，2026 上半年全球人形机器人出货量超过 2.2 万台，同比增长近 300%，中国五家头部厂商合计占 86%。图中分项份额为 AGIBOT 43.1%、UNITREE 31.1%、GALBOT 5.0%、UBTECH 4.4%、LEJU ROBOT 2.9%，其余厂商合计 13.4%。作者引用的 WSJ 内容提到，中国厂商的高集中度便于 Nvidia 把 CUDA 式的软硬件绑定策略延伸到机器人市场。
正文
China's 5 leading humanoid vendors ship 86% of global H1 2026 humanoid shipments.
According to Counterpoint Research.
And global humanoid robot shipments topped 22,000 units in H1 2026, rising nearly 300% YoY. https://t.co/9phbagnmHx https://t.co/7lsbtJcz1R
Chinese robots hold 86% of total global humanoid shipments and Nvidia is extending its CUDA playbook into that concentrated robotics market. WSJ published a peice China's concentration makes Nvidia's CUDA-style strategy easier to scale because Nvidia only needs to become deeply embedded in a handful of robot makers to sit underneath most of the market. The lesson Nvidia learned from CUDA was that selling the chip is much more powerful when developers also build their software around your platform. Nvidia is trying to create the robotics version of that dependency: Robot maker → Nvidia GPU/Jetson → CUDA → Isaac/GR00T/Cosmos → simulation, training, robot control and deployment在 X 查看被引用的帖子
来源：@rohanpaul_ai · x.com