An infographic breaks down the global robotics industry chain. Although Huang has emphasized South Korea’s robotics industry, in reality, China holds a clear leading advantage in the robotics sector. Three key points deserve special attention: 1. True barriers often lie not in “building a robot,” but in components such as reducers, servo systems, sensors, vision systems, control software, and scenario integration capabilities. 2. The most critical upstream segments in the robotics industry include reducers, servo motors, controllers, machine vision, LiDAR, force sensors, AI chips, and end-effectors. Leading companies in these areas include Nabtesco, Harmonic Drive, Yaskawa, Keyence, Cognex, and NVIDIA, as well as Chinese firms such as Inovance Technology, Leader Harmonic Drive, Shuanghuan Transmission, Hesai, RoboSense, and Orbbec. These segments typically present higher barriers than robot body manufacturing alone. 3. The next phase of competition in robotics will not be about hardware cost alone, but rather on embodied intelligence, edge AI, simulation training, perception-decision capabilities, and real-world deployment. The most certain areas are reducers, servo systems, machine vision, medical robotics, and industrial software. The areas with the greatest potential for growth are humanoid robot actuators, force sensors, LiDAR, and edge AI chips.

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