Humanoid Robots: The US-China Divide and Who Controls the Supply Chain — Latest Analysis on TrendForce's Substack

The global humanoid robot industry is transitioning from technology validation to commercial deployment, with the US and China pursuing divergent strategies. The US focuses on AI ecosystem development and intelligence capabilities, while China leverages its integrated supply chain for rapid product iteration and scale deployment. Competition will ultimately depend on which companies can build sustainable business models combining scale, data accumulation, and profitability.