Applications: Robotics
Page 260 of 768Directory profiles · Battery Business Directory
Organizations mentioned or cited on this 2025 report page. A historical mention does not establish current products, availability or endorsement.
Sources and links on page 260 (2)
Links embedded in the original report PDF, including citations and other references. These destinations have not been independently reviewed. Links open in a new tab.
Text on page 260
China and US Vying for Control of Humanoid Robot Market
The humanoid robot battle pits US AI leadership against China's manufacturing scale and critical resource control. China is strategically pursuing self-reliance and supply chain capture to dominate this potentially $8 tn market.
The strategic advantage of the US rests heavily on the robot’s ‘brain’, specifically foundational AI models (GenAI, LLMs) and advanced AI chips. China generally lags behind the US in cutting-edge computing power essential for training and deploying sophisticated embodied AI. This is enforced by US export controls since 2022, which strategically deny Chinese competitors’ direct access to advanced AI chips required for true fluid, complex motion and real-time environment understanding.
China counter-leverages this vulnerability:
maintaining overwhelming control over rare earth and battery supply chains
manufacturing scale and supply chain depth enable unparalleled speed, flexibility and cost advantages in hardware production
highly coordinated national policy strategy
See the China section for wider commentary on China’s humanoid robot industry. Source: Content & analysis provided by CRU Group (Distinguished Partner). For more information, visit crugroup.com
Extracted from the PDF; charts and images may read imperfectly.
More in Industry (22)
Page 260 · 5/8