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

+2.9%

% in uptrend

50%

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	$397.4	+1.69%	+8.2%	+16.1%	−11.6%	−18.9%	2027-01-27
9880.HK UBTech Robotics	Humanoid robot maker	HKEX China	HK$74.50	−2.74%	+10.5%	−18.0%	−41.0%	−48.6%	—
1810.HK Xiaomi	Consumer, EV and robotics platform	HKEX China	HK$29.98	−0.40%	+19.7%	+15.8%	−23.5%	−31.4%	2026-11-24
005380.KS Hyundai Motor	Owner of Boston Dynamics	KRX Korea	₩266,500	−2.20%	−15.0%	−34.3%	−8.8%	−64.2%	2027-01-28
XPEV XPeng	EVs, humanoids and autonomy	NYSE China	$9.46	−3.76%	+0.4%	−19.1%	−53.4%	−65.3%	2026-11-16
SYM Symbotic	Warehouse robotics systems	NASDAQ US	$35.44	−4.50%	−6.5%	−17.0%	−40.4%	−59.4%	2026-11-23

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