Insights & Research

China's Humanoid Robotics Dominance: How the World's Largest Physical AI Ecosystem Is Reshaping Global Competition

China has executed a whole-of-nation strategy to achieve permanent dominance in physical AI — deploying state capital, industrial policy, and academic coordination at a scale that no single private enterprise can match. With ~70% global unit market share, 30+ state-funded training centers, and a ¥100B national AI investment fund, the competitive landscape is being permanently reshaped.