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Global Embodied Intelligence Industry Development Analysis Report 2026

In the first half of 2026, global humanoid robot shipments were about 19,000 units, with Chinese manufacturers' share rising to over 97%; in 2025, global shipments were about 25,000 units, with China accounting for about 52%, and global embodied intelligence financing exceeded USD 11 billion. The report notes that the industry has entered its first year of mass production and a commercialization inflection point, but the ratio of intended orders to actual deliveries is only about 10%–20%, and commercialization remains a key bottleneck. China and the United States are positioned in a staggered manner along the value chain: the United States is strong in the "brain" and computing capital, while China is strong in the "body" and supply chain mass production.

Jie Junyuan, former head of embodied intelligence at Qianxun, founded embodied data collection company gi labs in North America

Jie Junyuan, former head of the embodied intelligence department at Qianxun Intelligence, has founded gi labs (General Intelligence Lab) in North America, focusing on embodied data collection devices such as motion capture gloves, multi-camera rigs, and robotic grippers. Its integrated data collection headset EGO1GS is equipped with 1080p binocular cameras, a field of view of 157H 84D, and a sampling frequency of about 400Hz, twice that of the previous generation. The new-generation collection device is still in the prototype stage and is expected to enter mass production in early November, starting at 3555 yuan per set, or 3150 yuan/set for orders of 1000 sets or more, with the frame rate increased to 60fps.

2,000-square-meter permanent embodied intelligence training space lands in Shanghai Zhangjiang

The 2026 Global Developer Pioneer Conference and International Embodied Intelligence Skills Competition was held from October 23 to 25 at the Shanghai Zhangjiang Science Hall, renovating a 2,000-square-meter venue to create a permanent embodied intelligence scenario training space. The competition featured 9 key tracks and 23 events; scenario providers such as Bailian Group brought real needs from supermarkets, production lines, and the service industry to the competition venue to test robots' operational capabilities. As of the end of June 2026, more than 70 embodied intelligence training grounds had been built and put into use nationwide.

AgiBot releases Genie Studio 2.0: a one-stop embodied intelligence operation platform, enabling deployment of new scenarios in as fast as 7 days

AgiBot releases the one-stop full-process embodied intelligence operation platform Genie Studio 2.0, with three major modules—Flywheel, Agent, and Monitor—covering the full lifecycle of collection-training-testing-inference-programming-management, enabling deployment validation of new operation scenarios from 0 to 1 in as fast as 7 days. The platform has been implemented in scenarios such as Changzhou CNC machine tools, Junpei Intelligent BMS assembly production line, Longqi Technology tablet loading/unloading production line, and Guangzhou Metro, among which the BMS assembly task success rate remains stable above 99.9%, the single operation cycle is controlled within 13 seconds, and Guangzhou Metro already supports the deployment of more than 60 devices.

Lenovo New Vision and GigaAI Reach Strategic Cooperation to Build an Embodied Intelligence Industry Loop with World Models

Lenovo New Vision and GigaAI have signed a strategic cooperation agreement to connect the "data—model—hardware—scenario" industry loop with world models at its core, jointly building a benchmark for domestic embodied intelligence collaborative innovation. The two parties will cooperate in three major directions: computing power business synergy, embodied data development, and industry-education integration, providing integrated services for computing power leasing, computing power construction, and embodied intelligence data collection. GigaAI builds a closed-loop ecosystem with its world model platforms GigaWorld/DriveDreamer/YISU, the general-purpose embodied brain GigaBrain, and the native body Maker.

Unitree Technology's Wang Xingxing: Aligning AI Model Inputs and Outputs with Real Robots Is the Core Challenge for Embodied Intelligence to Pass the ChatGPT Moment

Wang Xingxing, Chairman, General Manager and Chief Technology Officer of Unitree Technology, said at the 2026 World Physical AI Conference and Unitree Partner Ecosystem Conference that the core challenge for embodied intelligence to pass the ChatGPT moment is aligning the inputs and outputs of AI models with real robots. He pointed out that top large-model companies have basically achieved model self-evolution internally, with models able to write programs and collect data on their own, requiring only appropriate human guidance and participation; however, it will take 5–10 years from technological breakthrough to diffusion to everyone's use, and physical AI has now shown signs of being broken through.

Gamma Robotics, the first embodied intelligence company incubated by China Telecom TeleAI, has been established in Xuhui, Shanghai

Gamma Robotics (Gamma Robtics), the first embodied intelligence company incubated by the China Telecom Artificial Intelligence Research Institute (TeleAI), recently registered and was established in Xuhui, Shanghai, and has moved into the Modu Space. It focuses on full-model innovation and applications for self-evolving humanoid robots and will build a humanoid robot laboratory jointly with TeleAI. The company has received strategic investment from the China Telecom (Shanghai) Artificial Intelligence Industry Private Equity Fund. Li Xuelong, CTO of China Telecom Group, serves as scientific advisor, and Dr. Bai Chenjia serves as founder and CEO. Gamma Robotics will advance R&D around the "self-evolution" and "whole-body models" of humanoid robots, and will leverage the "device-edge-cloud" collaboration capabilities of AI Flow to explore robot swarm collaboration.

Schaeffler's Embodied Intelligence Robot Digital-Intelligent Factory Opens in Taicang

On October 20, Schaeffler's Embodied Intelligence Robot Digital-Intelligent Factory was officially opened in Taicang, covering a total area of approximately 7,500 square meters and integrating an intelligent assembly production line, a scenario-based training and data collection center, a digital twin platform, and a computing power center. The core intelligent assembly production line was independently designed by Schaeffler and features five major workstations, equipped with six humanoid robots working collaboratively to complete the entire process of bin handling, parts sorting and picking, press-fitting and screw assembly, functional testing, marking, and packaging, producing joint module components including linear and rotary joints, marking the official entry of such components into mass production. Schaeffler stated that in the third quarter of 2026 it won new orders from two Chinese customers, raising its total order volume in the humanoid robot field to 400 million euros.

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SenseTime Releases Empirical Study on GPT-6-Astra Embodied Intelligence and the SenseNova-RoboRSI Framework

SenseTime has released an empirical study on GPT-6-Astra's embodied intelligence, covering 12 simulation benchmarks and 8 real robot platforms, and has simultaneously open-sourced the SenseNova-RoboRSI framework and a 27B model whose operating cost is about 1/50 that of GPT-6-Astra. Under a unified protocol (ICL plus up to 10x interaction budget), GPT-6-Astra achieved SOTA on all 12 benchmarks: RoboDojo rose from 27.6% at 1x budget to 81.9% at 10x, DexJoCo reached 87.3% versus the previous SOTA of 40.3%, and the LIBERO benchmark was pushed to saturation. The study also notes that the inference cost for simple tasks such as putting a pen into a pen holder is about $55, and that real robots overheat and wait times are too long; the conclusion is therefore that GPT-6-Astra has largely crossed the threshold of embodied capability, but practical-grade embodied intelligence has not yet arrived.

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