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Can China replicate its EV dominance in humanoids?

by Andrew Lee, Investment Director, Capital Group

Key takeaways

  • Building on its success in electric vehicles (EVs), China is now shifting its attention towards humanoid robotics as the next frontier for technological leadership.
  • This transition draws on deep parallels between the supply chains of humanoids and EVs, allowing China to leverage its expertise in batteries, motors and large-scale manufacturing.
  • While Chinese original equipment manufacturers (OEMs) are pursuing task-specific industrial humanoids, Western developers are prioritising high-end, general-purpose models, highlighting diverging strategies in the global humanoid race.

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  •   12 March 2026
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