robotics / news / / TNW
China’s smartphone supply chain is pivoting to humanoid robot manufacturing.
Chinese smartphone component giants like Lingyi iTech are repurposing factories for large-scale humanoid robot production.
KEY POINTS
- 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
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