SUPPLY CHAIN ECOSYSTEM

Embodied Intelligence
Industry Chain

From core components to complete machine manufacturing, explore the full upstream supply chain ecosystem of China's embodied intelligence robots. Motors, reducers, sensors, chips — every segment has world-class Chinese suppliers.

200+
Core Suppliers
8
Key Links
90%
Localization

Precision Reducer

Harmonic Drive / RV Reducer

Servo Motor

Frameless Torque Motor

Vision Sensing

3D Camera / LiDAR

AI Chip

Edge Computing / Inference Chip

Industry Chain Architecture

Upstream Supply Chain Architecture

TIER 1

Core Components

Core Components
Localization 75%

Precision Reducer

Core robot joint component, determining motion precision and load capacity

Leaderdrive
Laifu Harmonic
Shuanghuan Drive
Zhongda Leader
Tech Maturity High
Localization 85%

Servo Motor

Frameless torque motors and coreless motors, providing power output

Inovance
HCFA
Leadshine
MOONS'
Tech Maturity High
Localization 70%

Sensor Systems

Multi-modal perception including torque sensors, IMU, tactile sensors

Keli Sensing
Hanwei
OPT
Orbbec
Tech Maturity Medium
Localization 60%

Controller & Chips

Motion controllers, AI inference chips, edge computing units

Huawei Ascend
Horizon Robotics
Cambricon
Hygon
Tech Maturity Medium
TIER 2

Perception & Computing

Perception & Computing

Vision Systems

3D Vision Systems

RGB-D cameras, structured light, ToF depth cameras, stereo vision modules

Orbbec Yinniu Microelectronics Percipio (图漾) Mech-Mind XYZ Robotics

LiDAR

LiDAR Sensors

Mechanical, semi-solid-state, and solid-state LiDAR — core to navigation and obstacle avoidance

RoboSense Hesai Livox livox Benewake

Edge Computing

Edge Computing

Embedded AI computing platforms, real-time operating systems, middleware

Rockchip Allwinner Amlogic Sugon
TIER 3

Materials & Manufacturing

Materials & Manufacturing

Lightweight Materials

Carbon Fiber / Magnesium Alloy / Engineering Plastics

Zhongfu Shenying · Yunhai Metals

Magnetic Materials

Rare Earth Permanent Magnets / Soft Magnetic Materials

Jinli Magnet · Zhenghai Magnetic

Power Batteries

High Energy Density Lithium Batteries

CATL · EVE Energy

Precision Manufacturing

CNC Machining / 3D Printing

BLT · Shining 3D

Key Suppliers Map

Key Suppliers by Category

Precision Reducer

Harmonic Drive & RV Reducers

Leaderdrive
Leader in harmonic drives
Market Share 25%+
Shuanghuan Drive
RV reducer specialist
A-Share Listed
Zhongda Leader
Precision gearboxes
Integrated Drive
Laifu Harmonic
High-precision gears
Emerging Player

Servo Motor

Servo Motors & Drivers

Inovance
Industrial automation leader
Industry Leader
HCFA
Servo systems
STAR Market
Leadshine
Motion control
Motion Control
MOONS'
Stepper & servo motors
Precision Motors

3D Vision

3D Vision & Depth Sensing

Orbbec
3D sensing leader
First 3D Vision IPO
RoboSense
LiDAR solutions
LiDAR Leader
Hesai
High-performance LiDAR
US Listed
Mech-Mind
Industrial 3D vision
Unicorn

AI Chip

AI Chips & Computing

Huawei Ascend
Ascend AI processors
Domestic Alternative
Horizon Robotics
Edge AI chips
HK Listed
Cambricon
MLU processors
First AI Chip IPO
Hygon
DCU & CPU
Domestic x86

Industry Chain Advantage Analysis

Complete Industry Support

From raw materials to components, from chips to algorithms, China has the world's most complete robot industry chain, achieving over 90% localized supply.

Significant Cost Advantage

Large-scale production brings significant cost advantages. Core components such as harmonic reducers and servo motors are 30-50% cheaper than imports.

Extremely Fast Response

The local supply chain responds quickly, with short customization development cycles, able to rapidly adapt to robot manufacturers' iteration needs.

Rapid Technology Iteration

Driven by humanoid robot demand, domestic suppliers are accelerating technology iteration, with some fields already reaching internationally leading levels.

Localization Rate Progress

Servo Motor 85%
Controller 80%
Reducer 75%
Sensor 70%
AI Chip 60%

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