# China’s smartphone supply chain is pivoting to humanoid robot manufacturing.

*robotics · news · 2026-05-03 · TNW*

## Key points

- Chinese smartphone component giants like Lingyi iTech are repurposing factories for large-scale humanoid robot production.
- Morgan Stanley doubled its 2026 humanoid robot sales forecast for China to 28,000 units, citing rapid supply chain pivots.
- Honor's D1 robot used liquid-cooling tech and structural parts originally developed for smartphones in the half-marathon win.
- Foxconn is establishing humanoid robot lines in Vietnam, with official production starting November 2026.
- China controls about 90% of the global humanoid robot market due to its mature smartphone supply chain infrastructure.

**Companies:** Foxconn, Tesla, AAC Technologies, Lens Technology, UBTech, Lingyi iTech
**Countries:** China, Vietnam

[Read the full story on TNW](https://thenextweb.com/news/china-smartphone-factories-humanoid-robots)

---

Canonical: https://newsio.io/n/a8338132-3adf-40a7-99f2-b13c2744fe9e/chinas-smartphone-supply-chain-is-pivoting-to-humanoid-robot-manufacturing-morga
Summarized by Newsio from TNW. https://newsio.io/how-it-works