https://vneconomy.vn/trung-quoc-chiem-linh-chuoi-cung-ung-phan-cung-robot-my-giu-loi-the-thuat-toan.htm
“China dominates the hardware supply chain for humanoid robots, while the U.S. maintains an advantage in algorithms.”

1. China leads in robot hardware
-China now controls around 63% of the global hardware supply chain for humanoid robots — including sensors, and lithium-ion batteries.

-This dominance comes from China’s rapid expansion in robot manufacturing, with major players like XPeng.

-XPeng’s humanoid robot IRON features three self-developed Turing AI chips, allow it run on high-performance computing for tasks such as joint control, image processing, and language understanding.

-IRON’s movement and hand show China’s strong progress in robot hardware.

2. Why China is pushing humanoid robots

-China faces a labor shortage due to a declining young population. Robots are seen as a solution for factory automation.

-The government supports the robot sector with policies encouraging innovation, ecosystem building, and commercialization through 2025.

3. The U.S. keeps the lead in robot “brains”

-While China leads in hardware, the intelligence layer (software,control systems,...) still belongs mostly to U.S. companies.

-Firms like Microsoft, Google, Nvidia provide the AI models and computing power for many humanoid robots globally.


4. Huge market potential

-Analysts estimate the global humanoid robot market could surpass $5 trillion by 2050.

-China is expected to capture a large share due to its manufacturing capacity and clear industrial strategy.