Morgan Stanley’s recent report, Humanoid 100: Mapping the Value Chain of Humanoid Robots, has shed light on the remarkable rise of China within the global humanoid robot industry.
Holding 63% of the global humanoid robot supply chain, China’s contribution spans critical hardware, integrated systems, and innovation ecosystems.
China’s Key Role in the Humanoid Robot Industry
According to Morgan Stanley, China’s dominance is most pronounced in the production of core hardware components—or the “Body” segment—where Chinese companies control 45% of the supply chain.
Major players such as Jiangsu Hengli Hydraulic and Ningbo Yunsheng have become integral suppliers of actuators, rare earth magnetic materials, and other essential hardware.
This is complemented by China’s commanding control of 90% of global rare earth processing, a crucial input for motors and actuators.
China’s strength in the humanoid robot sector stems from its mature manufacturing ecosystem, extensi...
Already subscribed? Sign in.
Don't Miss Out.
Invest with as little as one bottle of water per week.
Join other top analysts and business executives and navigate the unique market with China Internet Watch.
Cancel at any time