Humanoide Roboter: Die Kluft zwischen den USA und China – wer kontrolliert die Lieferkette? Eine aktuelle Analyse auf dem TrendForce-Substack

The global humanoid robot industry is transitioning from technological validation to commercial deployment, with the US focusing on AI intelligence and advanced models while China emphasizes supply chain integration and rapid scaling. The competitive landscape is shifting toward controlling key components and building sustainable business models, with both regions pursuing distinct strategies that may allow multiple players to coexist rather than a single dominant winner.