Robotics
Who builds the robots, who supplies their joints, eyes and brains, and how the US and China depend on each other. China ships almost all of today's humanoids and makes most of the parts; the US leads on AI models, chips and valuations. Hover or tap anything to dig in.
The ecosystem, US vs China
Seven layers from magnets to the factory floor, with the US on top, China at the bottom and the Japanese, European, Korean and Taiwanese suppliers both sides lean on in between. Dots flow along each supply link: blue for parts, purple for chips and AI models, green for robots going to work. Tap a company to trace its suppliers and customers.
Who ships the humanoids
Units shipped by maker. Research firms count differently (some include wheeled and half-size humanoids), so switch between them; every count puts the same two Chinese makers on top.
What the market pays
Latest price tags on robot makers and robot-brain labs: public market value, IPO target, last private round or deal value. Each bar says which kind it is and when it was set.
Where a humanoid's cost goes, and who supplies it
Typical bill of materials for a full-size humanoid. Tap a slice to see the main suppliers and the China-vs-import price gap, and to light those companies up on the map.
Industrial robots: the installed base
Factory robot arms installed in 2025 by country (IFR World Robotics 2026). China installs more than every other country combined, and Chinese brands now supply over half its own market.
The policy tug-of-war
Washington is closing its market to new Chinese robots; Beijing controls the rare-earth magnets every robot joint needs. Hover an event for details; the marker shows today.
Listed names by layer
Public companies in the map. Filter by country or layer; tap a row to find it on the map. Links go to the stock pages on this dashboard where there is one.