Chinese companies manufacturing humanoid robots now control 97 percent of global shipments. According to data from Smart Analytics Global for the first half of 2026, the total number of humanoid robot shipments reached 19,100 units, representing a 274 percent increase compared to approximately 5,100 units in the first half of 2025. Chinese sellers accounted for 97 percent of the total volume.
AgiBot shipped about 8,400 units, accounting for 44 percent of the global market, surpassing Unitree, which shipped 5,900 units or 30.9 percent. A previous study by CCID in 2025 estimated the share of Chinese manufacturers at 84.7 percent of the global figure. The difference between 85 and 97 percent clearly demonstrates the speed of consolidation of this segment around China.
There is also a shift in shipment leaders. In 2025, Unitree shipped over 5,500 humanoid robots and led the global ranking. However, by May 2026, Unitree's cumulative production of humanoid robots exceeded 11,000 units. In March 2026, AgiBot released its 10,000th general-purpose embodied robot unit, marking the company's transition from prototypes to industrial production.
The question is no longer whether China leads in this segment, but whether other countries can catch up. The American competitive circle lags significantly: the combined shipments of Tesla, Figure AI, and Agility Robotics in the first half of 2026 constitute only a small fraction compared to the total volume from China.
The US government announced at the end of July a ban on importing new humanoid robots, quadrupeds, and certain components manufactured in China, citing risks to national security of artificial intelligence infrastructure. The immediate impact of this ban is limited, as Smart Analytics data was already collected before the ban was implemented, and major Chinese exporters are currently not making large-scale shipments to end customers in the US. The ban is viewed more as a structural signal than an event affecting the market in the short term.
The structure of application fields is also changing. Linda Sui from Smart Analytics Global noted that industrial and commercial deployments now account for over 70 percent of global shipments, compared to approximately 50 percent a year earlier. The market is shifting from creating demonstration models to equipping factory floors.
An important industry benchmark is the projection line. Smart Analytics Global forecasts that global shipments of humanoid robots in 2026 will reach about 60,000 units, and exceed 500,000 units by 2030. If this figure is reached, humanoid robots will follow a production trajectory similar to industrial robots in the early 2000s. The share of China in this growth remains an open question. Exports are limited by US policy, domestic demand by application density, and long-term by cost. Next year will show whether the share of shipments from China will increase or stabilize.
In the state of Himachal Pradesh, a levy known as the 'cess for orphans and widows' has been increased, which is now applied to gasoline and high-octane diesel fuel. This decision will take effect at midnight on Wednesday, after which the prices of gasoline and diesel fuel will rise.
Microsoft has reportedly increased the prices of Windows 11 OEM licenses, which could make personal computers more expensive. Although PC prices are already under pressure due to the RAM and storage chip crisis, the situation may worsen in the coming weeks.
OEM licenses are specifically intended for computer manufacturers; they allow the operating system to come pre-installed on machines like laptops. The value of this license is incorporated into the final equipment price, eliminating the need for separate purchase.
The cost of these OEM licenses is influenced by several factors, including the volume of negotiated licenses, the destination country (due to taxes or exchange rates), and the type of hardware, since more advanced processors generally have higher pricing.
Although adjustments to OEM licenses are negotiated directly with manufacturers and are therefore rarely disclosed publicly, the Taiwanese portal United Daily News reported receiving information from executives of PC brands. According to these executives, Microsoft implemented increases in the price of Windows OEM licenses in July of this year, ranging between 7% and 10%.
These same executives indicated that while readjustments occur annually, the increase in 2026 was more significant compared to previous years. Since Microsoft has not yet issued an official statement on the matter, there is no definitive confirmation.
If the price increase is confirmed, one hypothesis raised is that the applied percentages might be considering the company's expenses for developing artificial intelligence functionalities.
It is important to note that the impact of this change varies by country. However, manufacturers state that, generally, these adjustments are already being passed on to final products. Consumers notice the increase in PC prices but tend to attribute this rise to increasing costs of RAM and storage solutions.
Regarding the magnitude of this increase, the answer depends on the specific market or brand. However, Liao Yi-hsiang, general manager of the systems division at Asus, clarified that in Taiwan, the brand's computers saw an increase of approximately 30% between the fourth quarter of 2025 and May 2026. With the adjustment in Windows licenses, another price increase is expected to be recorded in the current quarter.
The 128 GB Galaxy Tab S10 Lite Wi-Fi is being offered for R$ 2,199, allowing payment in up to 12 interest-free installments, an exclusive offer for Amazon Prime members. This Samsung tablet, designed to assist with studies, features a 90 Hz screen and comes with the S Pen stylus in the box, representing a 21% saving compared to its original price of R$ 2,799.
Although it is a more basic model within the Tab S10 line, the Lite model has specifications adequate for handling daily activities, making it particularly useful in learning environments, such as classrooms.
The 10.9-inch LCD screen of the Galaxy Tab S10 Lite operates at a 90 Hz frequency, providing ample space to run applications and view documents with great fluidity during transitions between them. The set comes with the S Pen for notes and drawings, as well as a case that also serves as a stand.
Performance is supported by the Exynos 1380 processor and 6 GB of RAM, which ensures good operation of educational applications. Additionally, the 128 GB internal storage can be expanded using microSD cards with capacities up to 2 TB.
In terms of cameras, the device features a 5 MP front camera, considered good quality for video calls among Samsung's latest tablets, and an 8 MP main rear camera, capable of capturing documents and notes with sharpness. Both cameras record in Full HD.
The 8,000 mAh battery offers up to 16 hours of video playback, as specified by Samsung, and supports 25 W fast charging via USB-C (although the charger included in the box is 15 W). This allows the device to be used during classes at school or university without worrying about running out of power.
The 128 GB Galaxy Tab S10 Lite Wi-Fi, with the promotional price of R$ 2,199 in up to 12 interest-free installments exclusively for Amazon Prime, features Wi-Fi 6 and Bluetooth 5.3 connectivity, and will receive software updates up to Android 22.
