China's robotics supply chain localization exceeds 90%
alysha_lobo · x · 2026-08-22
Data shows significant progress in localizing China's robotics supply chain, especially for the three core components—reducers, servo motors, and controllers—which account for 70% of a robot's cost. Reliance on Europe and Japan is ending. For instance, Unitree sources over 90% of humanoid parts domestically, leveraging the massive EV/battery supply chain to commoditize precision hardware.
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