South Korea's Chip Giants Seize Opportunity in China's Humanoid Robot Boom

As China's humanoid robot manufacturers establish overwhelming market dominance, Samsung Electronics and SK Hynix are positioning themselves as critical suppliers to fuel this surge—turning a competitive challenge into a strategic growth opportunity. Chinese companies shipped over 10,000 humanoid robots in 2025, more than the rest of the world combined, with Unitree Robotics and Agibot each shipping approximately 5,000 units while Tesla managed only a few hundred. The gap is widening: Unitree is targeting 20,000 shipments in 2026, with aggressive expansion on the horizon.