← Quadruped landscapeUpdated 9 Oct 2026China’s quadruped supply chain

China’s quadruped supply chain spans integrated robot makers, contract assemblers and merchant sensor suppliers. Unitree combines internal assembly with outside processing; DOBOT uses Lens for assembly and components; DEEP Robotics integrates Livox sensors into X30.

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 Production, pricing and assembly

Unitree · quadruped production and sales

Unitree produced 26,032 quadrupeds and sold 23,037 in 2025. Annual sales were 7,136 in 2024.

Sources

Annual production and recognised sales of quadruped robots.

Unitree · July 2026 prospectus (https://static.cninfo.com.cn/finalpage/2026-07-31/1225449783.PDF#page=144) · 2026-07-31

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Unitree · realised quadruped pricing

Unitree’s average quadruped selling price was RMB30,300 in 2025, down from RMB32,300 in 2024. Quadruped revenue reached RMB697.6 million.

Sources

Blended selling price across Unitree’s quadruped range.

Unitree · July 2026 prospectus (https://static.cninfo.com.cn/finalpage/2026-07-31/1225449783.PDF#page=145) · 2026-07-31

Lens · DOBOT assembly and component order

Lens received an exclusive order to assemble 10,000 DOBOT Rover X1 quadrupeds, alongside supply of joint motors, structural parts and other core components.

Sources

The report does not state that all 10,000 robots had been delivered.

Lens Technology · 2025 annual report, p. 10 (https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0428/2026042802531.pdf#page=12) · 2026-04-28

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Unitree · in-house assembly and outside processing

Unitree assembles robots and core modules internally. It buys custom mechanical parts and outsources most PCB assembly, injection moulding and some machining.

Sources

Company production model across its robot business.

Unitree · July 2026 prospectus (https://static.cninfo.com.cn/finalpage/2026-07-31/1225449783.PDF#page=107) · 2026-07-31

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 Companies by role

Robot programmes

Unitree (#company-unitree)

DEEP Robotics (#company-deep)

DOBOT (#company-lens)

Assembly & components

Lens Technology (#company-lens)

Livox (#company-livox)

Hesai (#company-hesai)

 Industrial demand carries more revenue

DEEP Robotics · industrial market position

IDC places DEEP Robotics first in its H1 2026 industry-application segment. Across vendors, that segment generated more than US$270 million and over two-thirds of quadruped revenue from under 40% of unit volume. Education, research and consumer robots supplied around 60% of units.

Sources

IDC’s industry-application segment includes government, manufacturing, utilities and other professional uses.

IDC · global quadruped market, H1 2026 (https://www.idc.com/resource-center/blog/%E5%87%BA%E8%B4%A74-9%E4%B8%87%E5%8F%B0%EF%BC%8C%E8%A1%8C%E4%B8%9A%E5%BA%94%E7%94%A8%E5%A2%9E%E9%95%BF260%EF%BC%9A%E5%9B%9B%E8%B6%B3%E6%9C%BA%E5%99%A8%E4%BA%BA%E5%B8%82%E5%9C%BA%E7%BB%A7%E7%BB%AD/)

Two shipment estimates

IDC estimates more than 49,000 quadrupeds shipped globally in H1 2026; Counterpoint estimates about 35,000.

Sources

IDC · global quadruped market, H1 2026 (https://www.idc.com/resource-center/blog/%E5%87%BA%E8%B4%A74-9%E4%B8%87%E5%8F%B0%EF%BC%8C%E8%A1%8C%E4%B8%9A%E5%BA%94%E7%94%A8%E5%A2%9E%E9%95%BF260%EF%BC%9A%E5%9B%9B%E8%B6%B3%E6%9C%BA%E5%99%A8%E4%BA%BA%E5%B8%82%E5%9C%BA%E7%BB%A7%E7%BB%AD/)

Counterpoint · H1 2026 quadruped shipments (https://counterpointresearch.com/en/insights/global-quadruped-robot-shipments-hit-35000-units-in-growing-industry-demand) · 2026-09-21

 Component sourcing

Unitree · planetary joint production

Unitree’s integrated joints combine permanent-magnet motors with planetary reducers designed for leg-impact loads. The filing describes this technology as being in mass production.

Sources

A documented gearing route in legged robots.

Unitree · July 2026 prospectus (https://static.cninfo.com.cn/finalpage/2026-07-31/1225449783.PDF#page=154) · 2026-07-31

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Livox · four LiDARs per DEEP Robotics X30

DEEP Robotics’ X30 uses four Livox MID-360 sensors for surrounding perception. This configuration puts multiple externally supplied LiDAR units on one industrial quadruped.

Sources

Four sensors per documented X30 configuration; aggregate deliveries are undisclosed.

Livox · DEEP Robotics X30 integration (https://www.livoxtech.com/showcase/13)

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Unitree · captive LiDAR in Go2

Go2 includes Unitree’s own L2 LiDAR as standard equipment. Unitree also sells L2 separately, linking the robot programme to a component product line.

Sources

Go2’s named sensor configuration.

Unitree · Go2 (https://shop.unitree.com/products/unitree-go2)

Unitree · component catalogue (https://shop.unitree.com/search)

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Hesai · orders across legged-robot programmes

Hesai reported LiDAR orders from Unitree, HONOR Robot, Galbot, Magiclab and Vita Dynamics in its combined humanoid-and-quadruped segment.

Sources

Orders across the combined segment; customer model allocations and order quantities are undisclosed.

Hesai · 2025 results (https://investor.hesaitech.com/news-releases/news-release-details/hesai-group-reports-fourth-quarter-and-full-year-2025-unaudited) · 2026-03-24

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Go2 · perception and compute by configuration

Go2 EDU adds a depth camera and supports a separate high-compute module, including Orin options. The standard onboard eight-core CPU remains a distinct computing layer.

Sources

EDU configuration and optional compute; Air, Pro and X have different hardware packages.

Unitree · Go2 configuration matrix (https://www.unitree.com/go2/)

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Go2 · foot sensing varies by trim

Unitree lists foot-end force sensors on Go2 EDU; Air, Pro and X omit them. Dedicated contact sensors therefore enter the component bill through the selected trim.

Sources

Manufacturer’s four-version configuration matrix.

Unitree · Go2 configuration matrix (https://www.unitree.com/go2/)

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Unitree · Go2 replacement-pack pricing

Unitree lists the standard Go2 replacement battery at US$500. The pack incorporates Unitree’s own battery-management system.

Sources

BT2-05 retail pack price in USD; industrial volume pricing and cell supplier are undisclosed.

Unitree · Go2 replacement battery (https://shop.unitree.com/products/go2-battery)

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 Why the materials chain matters

Permanent-magnet joints depend on magnet manufacture as well as motor winding and assembly. The IEA puts China’s share of magnet rare-earth refining at 91% and sintered permanent-magnet production at 94% in 2024. These upstream industries serve multiple end markets, including the motors used in legged robots.

Sources

2024 global shares for magnet rare earths and sintered permanent magnets.

IEA · Rare Earth Elements (https://www.iea.org/reports/rare-earth-elements/executive-summary)

Motor supply context →

 Explore the landscape

Quadruped componentsManufacturing, products and sourcing (/markets/quadruped-robotics/components?component=integrated-actuators)MaterialsMotors, batteries, structures and supply (/markets/quadruped-robotics/materials)Quadruped supply mapDocumented supplier and recipient relationships (/data/supply-chain-intelligence?lens=market&market=quadruped&coverage=core&evidence=reported)