---
title: "Nvidia holds 61% of the AI chip market for humanoid robots, but competition will spike sharply by 2030"
description: "According to Counterpoint Research, Nvidia controls 61% of the AI chip market for humanoid robots, but by 2030 the market will grow to 1.1 million devices with a 144% compound annual growth rate, while competition from Tesla, Xpeng, and Qualcomm will intensify significantly."
date: 2026-10-28T18:34:55.474Z
lang: en
url: https://xab.info/en/posts/nvidia-61-percent-ai-chip-market-humanoid-robots-competition
tags: [nvidia, humanoid-robots, ai-chips, tesla, xpeng, qualcomm, counterpoint-research, asic, gpu]
author: "Alexander Buran"
publisher: "XAB.info"
---

# Nvidia holds 61% of the AI chip market for humanoid robots, but competition will spike sharply by 2030

![Humanoid robot with Nvidia logo holding a red apple in its mechanical hand](https://xab.info/media/2026/10/28/nvidia-61-rinka-iichipov-chelovekopodobnyh-robotov-konkurenciya/nvidia-61-rinka-iichipov-chelovekopodobnyh-robotov-konkurenciya-1.webp)

## Key Points

- Nvidia holds 61% of the AI chip market for humanoid robots as of the end of 2025
- The market for humanoid AI accelerators will grow to 1.1 million devices by 2030 at a 144% CAGR
- Tesla, Xpeng, and Qualcomm are promoting alternative ASIC and heterogeneous architectures with lower costs
- After 2027, AGI-class accelerators will enter mass production, sharply intensifying competition

According to analytical agency Counterpoint Research, as of 2025, Nvidia chips were installed in 61% of humanoid robots, making the American company the undisputed market leader in AI accelerators for humanoid robotics. Its client list includes AGIBOT, Unitree, UBTech, Galbot, Figure AI, Neura Robotics, and Noetix Robotics. However, analysts emphasize that this leadership is temporary: as the market matures, Nvidia's position will gradually erode due to suppliers of specialized ASIC solutions and heterogeneous computing platforms.

### The market will multiply: forecast up to 2030

Counterpoint Research forecasts that the global market for AI accelerators for humanoid robots will grow at an average annual rate of 144% through 2030 inclusive, with total shipments reaching 1.1 million devices. For comparison, at the end of 2025, a significant portion of the market—32%—consisted of humanoid robots not equipped with specialized AI accelerators at all, indicating a high share of 'unmet' demand. This very segment will become the main battleground among suppliers in the coming years.

### ASIC vs GPU: Vertical integration of automakers

By the end of 2025, Tesla controlled 5% of the humanoid AI chip market, while Intel, Qualcomm, and Xpeng shared another 2%. Automakers are promoting the idea of vertical integration: specialized integrated circuits (ASIC) that they develop have evolved from vehicle autopilot onboard systems and will improve as humanoid robots become widespread. According to Interfax, Xpeng plans to launch its own humanoid robots on the global market in 2027. China's D-Robotics, spun off from Horizon Robotics, through partnerships with Leju Robotics and LIMX Dynamics, is also claiming the role of a significant player in hardware and software solutions for robotics.

### Architectural shift: From GPU to heterogeneous SoCs

Qualcomm is promoting a heterogeneous computing architecture in this segment, whose products feature lower costs and higher energy efficiency compared to traditional GPUs. According to Counterpoint Research representatives, the computing ecosystem of humanoid robot 'brains' is shifting from GPU dominance to the coexistence of multiple AI computing architectures. At the same time, GPU dominance will persist because achieving Artificial General Intelligence (AGI) requires combining Vision-Language-Action (VLA) models and World Action Models (WAM), with a gradual migration from the former to the latter and the emergence of new types of AI models for robotics. The release of the GPT-6 Astra AI model, according to analysts, has revived debates over choosing between VLA- and LLM-dominant paradigms, which will entail the spread of hybrid SoC-type solutions.

### Edge computing and intensifying competition after 2027

Local computing resources of robots will gain increasing importance as they will require higher performance combined with lower thermal limitations and improved energy efficiency. Qualcomm is expanding its customer base by partnering with Neura Robotics, VinMotion, Booster Robotics, and Figure AI, although shipment volumes still lag far behind Nvidia. After 2027, competition in the sector is set to intensify sharply: accelerators capable of handling AGI-class computing loads will enter mass production. Simultaneously, Japanese companies—Renesas Electronics, Mitsubishi Electric, GMO Internet Group—are strengthening partnerships with Chinese humanoid manufacturers, adding another geopolitical vector of development to the market.

## Fact-Check & Sources

- [6 из 10 человекоподобных роботов работают на ИИ-чипах Nvidia — но конкуренты уже наступают window-new](https://3dnews.ru/1150463/nvidia-zahvatila-61-rinka-iichipov-dlya-chelovekopodobnih-robotov-no-konkurenti-uge-nastupayut) - Первоисточник. Все ключевые цифры (61%, 144%, 1,1 млн, 5% Tesla, 2% Intel/Qualcomm/Xpeng, 32% без ускорителей) и перечень клиентов взяты из данного материала, ссылающегося на Counterpoint Research.
- [Японские компании работают с китайскими над созданием человекоподобных роботов](https://www3.nhk.or.jp/nhkworld/ru/news/20260928de52951/) - Подтверждает активность Renesas, Mitsubishi Electric, GMO Internet Group в сегменте гуманоидов и партнёрства с китайскими фирмами.
- [Рынок человекоподобных роботов Китая: пузырь или план по трансформации?](https://news.mail.ru/society/72489160/) - Даёт контекст о более чем 150 компаниях в Китае и демографическом факторе, но не противоречит основным данным статьи.
- [Xpeng в 2027 году выведет на мировой рынок своих человекоподобных роботов](https://www.interfax.ru/business/1103517) - Подтверждает планы Xpeng по запуску гуманоидов в 2027 году, что согласуется с прогнозом усиления конкуренции после 2027 года.

## FAQ

### What percentage of the AI chip market for humanoid robots does Nvidia hold?

According to Counterpoint Research, as of 2025, Nvidia chips are used in 61% of humanoid robots.

### What is the growth forecast for the humanoid AI accelerator market by 2030?

The compound annual growth rate will be 144%, and total shipments will reach 1.1 million devices.

### Which companies are Nvidia's main competitors in this segment?

Key competitors include Tesla (5% market share), Qualcomm, Intel, and Xpeng (jointly 2%), as well as China's D-Robotics. Qualcomm promotes a lower-cost heterogeneous architecture.

### Why are automakers participating in the robot AI chip market?

Tesla and Xpeng are promoting ASIC solutions evolved from autopilot onboard systems, using vertical integration to transfer autopilot approaches to humanoid robots.

### When is competition in the market expected to intensify sharply?

After 2027, when accelerators capable of handling AGI-class computing loads enter mass production.