Every humanoid robot company that matters.
The humanoid industry sorts into three camps: the consumer-bound (building for your home), the industrial-first (building for warehouses, watching your home), and the platform players (selling hardware for others to build on). Knowing which camp a company is in tells you whether its announcements matter to you as a buyer.
Optimus Gen 3
Tesla — the scale play
The only company that already mass-manufactures complex electromechanical products by the million. Camp: consumer-bound, eventually.
NEO Gamma
1X Technologies — the home-first player
OpenAI-backed, Norway-born, and the only company with humanoids in actual consumer homes. Camp: consumer-bound, now.
G1
Unitree — the price disruptor
China's volume leader and the industry's first IPO. Relentless price pressure on everyone. Camp: platform, drifting consumer.
Figure 03
Figure AI — the capability leader
Multi-billion-dollar valuation, arguably the best hands and AI stack, deployed at commercial scale. Camp: industrial-first, home-curious.
Apollo
Apptronik — the industrial workhorse
NASA-heritage engineering, deep logistics partnerships. Camp: industrial, unapologetically.
Digit
Agility Robotics — the veteran
Longest track record of real deployment in the field. Camp: industrial, proven.
The pattern to watch
Capability flows downhill from warehouses to homes: skills proven in commercial deployment (Figure's package handling, Apollo's shift work) reappear two to three years later in consumer products. That's why we track commercial-only companies on a consumer site — today's warehouse robot is the preview of your 2028 household model. Meanwhile Chinese manufacturers, led by Unitree's post-IPO expansion, exert constant downward pressure on prices across the whole market. The consumer wins either way.