Unitree G1 Humanoid Robots Are Reshaping The Robotics Investment Stack [Forbes]
Monolithic Power Systems, Inc. (MPWR)
Last monolithic power systems, inc. earnings: 4/28 04:01 pm
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Source: Forbes
its G1 humanoid robots executed a fully autonomous kung fu routine. In temperatures of -47°C, a higher-spec G1 logged 130,000 steps across the Altay snowfields in northwest China to test cold-weather autonomy. Most coverage of these performances focused on the spectacle. The harder question is what they actually mean? The answer is that humanoid robotics has quietly crossed a threshold most observers thought was still years away. In 2025, global humanoid robot shipments hit roughly 13,000 units , with Chinese firms (primarily Unitree and Agibot) accounting for nearly 80% of the volume. That total is small in absolute terms. It is also the largest year-over-year jump the field has ever produced. The 2026 numbers, if even half the public targets are hit, are not small: Unitree is targeting 20,000 humanoid units this year BYD has committed to 20,000 humanoids in 2026 from a 2025 base of 1,500 Agibot is targeting 5,000 units Tesla has stated public targets between 50,000 a
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News
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MPWR
Earnings
- 2/5/26 - Beat
MPWR
Sec Filings
- 4/29/26 - Form SCHEDULE
- 4/10/26 - Form 4
- 4/8/26 - Form 144
- MPWR's page on the SEC website