China dominates humanoid robot manufacturing with 97% global market share (H1 2026), delivering 19,100 units—up 272% YoY. Two companies (AGIBOT and Unitree) control 75% of the market. China's advantage stems from robust EV supply chains, state support, and real-world testing grounds in logistics and manufacturing. Global deliveries are forecast to reach 500,000 units by 2030, with 70%+ deployed in industrial/commercial applications. The US leads in AI software and chips but lags in hardware manufacturing scale.