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January 30, 2026

Hyundai Q4 profit hit hard by U.S. tariffs, but humanoid robot hope boosts shares - Automotive News

# Hyundai Q4 profit hit hard by U.S. tariffs, but humanoid robot hope boosts shares By Reuters News January 29, 2026 05:06 AM EST ## Featured Stories Tesla Tesla kills Model S sedan, Model X crossover to free factory space for Optimus humanoid robot Tesla i...

Hyundai Q4 profit hit hard by U.S. tariffs, but humanoid robot hope boosts shares - Automotive News - Image 1
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Key takeaways

The most recent coverage shows that humanoid robots are moving from prototype showcases toward modest commercial roll‑outs, but significant technical and economic gaps remain. A market report released in late January counted about 16,000 installations worldwide in 2025, with Shanghai‑based AgiBot leading the field at roughly 31 % of the market, followed by Unitree (27 %) and UBTech (just over 5 %). Tesla’s Optimus line entered the top five with close to a 5 % share, while the top five suppliers together accounted for roughly 73 % of all deployments. Companies are experimenting with lower‑cost, interaction‑focused platforms and robot‑as‑a‑service models, especially in China, where leasing humanoids for retail, performances and promotional events is gaining traction. At the same time, industry insiders caution that most current robots still struggle with safety, battery life, dexterity and cost‑effectiveness outside controlled settings, a point underscored by the McKinsey “Humanoid robots: Crossing the chasm” analysis and by live mishaps such as XPeng’s IRON robot falling face‑first during its debut. Nonetheless, high‑profile demos have highlighted progress: Boston Dynamics’ Atlas performed tasks at Hyundai’s Savannah plant, while the British startup Humanoid unveiled its HMND 01 biped at CES 2026, claiming 25,000 pre‑orders and successful pilots with Fortune 500 firms. In China, PNDbotics released a video of its Adam‑U Ultra dancing with precise, human‑like motion, and the sector continues to attract substantial investment, with $4.6 billion poured into humanoid development in 2025 alone.

Hyundai Q4 profit hit hard by U.S. tariffs, but humanoid robot hope boosts shares

By

Reuters News

January 29, 2026 05:06 AM EST

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