US / China / Japan / Korea · Physical AI

Robot Platforms & Humanoids

Pilots and funding are real; paid serial deployments are early. Public exposure is mostly incumbents and Chinese platforms.

Components→Platform→Pilot→Paid fleet

Tightness score ⓘ

#53 of 56

▲ Tightening

Supply concentration3

Lead time3

Capex intensity4

Geopolitical exposure4

Pricing power2

Lead time

12–36 mo

Theme 1M

−5.1%

% in uptrend

33%

Metric to watch

Paid deployments, unit shipments, and bill-of-materials cost curves.

What would prove us wrong

Weakens if humanoid programmes stall at pilot stage without paid factory work.

Dependencies

Equal-weight · rebased 100 · 1Y

Stocks we track

Who controls this bottleneck

Roles, not recommendations. Delayed prices; local currency.

Stock	Role	Listing	Last	1D	1M	3M	YTD	Off 52w high	Next earnings
TSLA Tesla	Megapack storage, Optimus and autonomy	NASDAQ US	$399.8	−0.87%	+12.9%	+24.1%	−11.1%	−18.4%	2026-10-21
9880.HK UBTech Robotics	Humanoid robot maker	HKEX China	HK$63.45	−2.83%	−12.8%	−22.2%	−49.8%	−56.2%	—
1810.HK Xiaomi	Consumer, EV and robotics platform	HKEX China	HK$26.48	+3.12%	+5.1%	−8.0%	−32.5%	−43.4%	2026-11-24
005380.KS Hyundai Motor	Owner of Boston Dynamics	KRX Korea	₩282,000	−3.59%	−19.4%	−22.0%	−3.5%	−62.2%	2027-01-28
XPEV XPeng	EVs, humanoids and autonomy	NYSE China	$9.04	−1.53%	−4.0%	−26.9%	−55.4%	−67.8%	2026-11-16
SYM Symbotic	Warehouse robotics systems	NASDAQ US	$37.93	+1.42%	−12.1%	−17.3%	−36.2%	−56.5%	2026-11-23

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