China claims 8 in 10 robots worldwide are made at home

China's rapid expansion in humanoid robotics is reshaping global manufacturing dynamics. From a tech perspective, this growth fuels demand across the semiconductor value chain, especially in AI chips and sensors. Policy support from national authorities intensifies resource allocation, yet firms face rising compliance costs due to supply chain localization. Competitors like Japan, South Korea, and the U.S. may accelerate regional investments or partnerships to counter China’s growing dominance. Over the next 12–24 months, if policy backing continues, a pronounced 'Chinaization' of the global robotics market is expected, particularly in mid-tier segments, while high-end markets may remain fragmented due to technical barriers and standardization differences.