China Leads Robotics with 295k Annual Installations

Alpine Macro (May 12 2026) reports China leads the robotics “body layer,” installing over 295,000 robots annually versus 34,200 in the U.S.
China's 15th Five-Year Plan earmarks billions for “embodied intelligence,” fueling state‑funded robot training farms that generate ~100 hours of usable data daily.
Unitree reduced humanoid price from RMB 593k to RMB 168k, boosting sales from 5 units in 2023 to 3,551 units in nine months of 2025.
China supplies 80‑90% of key robot hardware, controls 93% of permanent magnets and 99% of heavy rare‑earth processing, cementing its supply‑chain advantage.