The U.S. government has announced a ban on the import of new foreign-made humanoid robots, quadruped robots, and power inverters, with the measure primarily targeting Chinese manufacturers. The restriction does not apply retroactively to products that have already been approved or are currently in use in the United States.
Although the U.S. remains one of China’s largest export markets, experts believe the long-term impact on China’s robotics industry will be limited. China currently accounts for **85–90% of the global humanoid robot market**, backed by its strong manufacturing capacity, cost advantages, and ongoing expansion into European markets.
According to Omdia, Chinese companies such as Unitree and AGIBOT each shipped more than **5,000 humanoid robots** in 2025, while U.S. competitors, including Tesla and Figure AI, delivered only a few hundred units or fewer. Meanwhile, Morgan Stanley projects that China’s humanoid robot market will reach **US$15 billion by 2030**.
Cr. thestandardth