Chinese Firms Drive Quadruped Robot Market Growth, Revenue Targets
- tech360.tv
- Apr 15
- 2 min read
Chinese robotics companies are increasingly focusing on quadruped robots as a primary revenue driver. This trend is highlighted by AgiBot’s recent decision to establish a new subsidiary, AgiQuad, and Amap’s forthcoming launch of a quadruped model.
Shanghai-based AgiQuad, a new separate subsidiary under AgiBot, has targeted 500 million yuan (US$73 million) in revenue for 2026. By 2030, it aimed to reach 10 billion yuan in revenue and 300,000 units in annual shipments, according to a report by the official media outlet Securities Times.
Qiu Heng, chief operating officer of the new subsidiary, stated that AgiBot’s move was intended to drive large-scale growth for the unit. Qiu said at a media briefing last week that the unit would not “live in the shadow of the humanoid robot giant.”
AgiBot’s original portfolio included four divisions: the Yuanzheng commercial humanoid, the wheeled and dual-armed Genie, the compact Lingxi humanoid for consumers, and the AgiQuad quadruped unit.
Qiu noted a strong demand for AgiQuad’s products, stating that the company was struggling to maintain stock. He was quoted by Shanghai Securities Times as saying, “Our mid-sized quadruped robots are not here today because they are completely sold out, and there is no stock left in the warehouse.”
The booming quadruped robot market is also attracting new entrants. Alibaba Group Holding’s digital mapping platform Amap is set to release a quadruped robot, the first such product from the e-commerce giant, according to a Tuesday report by Sina Tech.
Hangzhou-based Unitree and Deep Robotics have long dominated the sector, establishing their market presence through four-legged machines. Unitree led the global market with 32.4% in 2024, followed by Deep Robotics at 18.9%, according to IDC data.
Unitree’s quadruped robot profitability has improved, with gross margins rising to 55.5% in the first nine months of 2025, up from 42.4% in 2022, per its initial public offering prospectus. The company sold 17,946 quadruped units in the first three quarters of 2025, generating 490 million yuan in revenue.
Deep Robotics, the second biggest player, was estimated to have shipped around 10,000 units last year, according to the report by Shanghai Securities Times.
The global quadruped robot market was valued at approximately US$180 million in 2024, with total shipments nearing 20,000 units, IDC reported. The research firm estimated that in 2026 China’s quadruped robot market value would exceed US$700 million.
Qiu predicted that the Chinese market for quadruped robot hardware could reach approximately 50 billion yuan by 2030. When including the broader supply chain, software, and services, this figure is expected to hit 100 billion yuan, Securities Times reported.
Consumer models, primarily for education and entertainment, comprised 72.1% of shipments in 2024, according to IDC. However, commercial robots commanded significantly higher per-unit value due to more advanced technical requirements, according to IDC.
Chinese firms are increasingly banking on quadruped robots as key revenue drivers.
AgiBot's new subsidiary, AgiQuad, targets US$73 million in revenue for 2026.
Unitree and Deep Robotics currently lead the global quadruped robot market.
Source: SCMP
