U.S. Security Concerns and Trade Tensions Could Reshape the Global Humanoid Robotics Market

China’s rapidly expanding humanoid robotics industry is facing increasing scrutiny in the United States, as Washington raises concerns over the potential national-security risks associated with advanced Chinese-made robots.

According to industry reports, China is emerging as a global leader in humanoid robotics, with companies developing robots for manufacturing, logistics, healthcare and other applications. Chinese manufacturers reportedly sold around 15,000 humanoid robots in 2025, with companies such as Unitree and AGIBOT among the leading producers.

The rapid growth has attracted attention in the United States, where regulators are increasingly examining Chinese technology products over concerns related to data security, artificial intelligence and national security. U.S. authorities have previously imposed restrictions on several Chinese technology companies, while new measures could further affect the robotics sector.

The developments come amid broader U.S.-China trade tensions, including tariffs and restrictions involving advanced technologies. Industry analysts warn that tighter controls could increase costs for American companies and accelerate the development of separate technology ecosystems.

Morgan Stanley estimates that the global humanoid robotics market could reach approximately $15 billion by 2030, highlighting the sector’s enormous commercial potential.

As China expands its robotics capabilities and American companies such as Tesla and Figure AI pursue competing technologies, the global race for leadership in AI-powered humanoid robots is expected to intensify.