IDC：2026 上半年全球四足机器人出货量同比增长 92.5%，宇树、云深处、智元三大国产厂商霸榜

AI Digest

2026上半年全球四足机器人出货量同比激增92.5%，国产厂商占据主导地位，行业级应用成增长核心，教育消费贡献出货但收入占比低。

Global quadruped robot shipments grew 92.5% in 1H26, with Chinese firms leading. Industry applications drive growth, contributing 2/3 revenue despite 40% shipments.

Key points

• 2026上半年全球四足机器人出货量超4.9万台，同比增长92.5% Global quadruped robot shipments exceeded 49,000 units in 1H26, up 92.5% YoY
• 教育科研和家用消费贡献60%出货但仅占1/3收入 Education/research and consumer markets account for 60% shipments but <33% revenue
• 行业应用市场收入占比超2/3，增速达125.1% Industry applications contribute >66% revenue with 125.1% YoY growth
• 宇树、云深处、智元等国产厂商占据行业应用市场前三 Chinese firms Unitree, DEEP Robotics, AGIBOT lead industry applications
• 工业制造成为增速最快的细分市场，同比增长537.9% Industrial manufacturing shows 537.9% YoY growth as fastest-growing segment

Takeaway: 四足机器人市场正从消费端向行业应用转型，国产厂商通过差异化布局抢占增长红利。 / The market is shifting from consumer to industrial applications, with Chinese firms capturing growth through differentiated strategies.

Why it matters 揭示四足机器人从消费市场向工业场景转型趋势，展现国产厂商技术突破与商业化路径。