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

−7.5%

% 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	$394.9	+6.08%	+6.1%	+28.4%	−12.2%	−19.4%	2026-10-21
9880.HK UBTech Robotics	Humanoid robot maker	HKEX China	HK$68.50	+0.44%	−13.3%	−12.8%	−45.8%	−52.8%	—
1810.HK Xiaomi	Consumer, EV and robotics platform	HKEX China	HK$26.90	+0.37%	+2.8%	−6.2%	−31.4%	−43.6%	2026-11-17
005380.KS Hyundai Motor	Owner of Boston Dynamics	KRX Korea	₩288,000	−2.54%	−19.8%	−30.7%	−1.5%	−61.4%	2026-10-29
XPEV XPeng	EVs, humanoids and autonomy	NYSE China	$9.12	−1.03%	−9.9%	−28.3%	−55.0%	−67.5%	2026-11-16
SYM Symbotic	Warehouse robotics systems	NASDAQ US	$38.79	−1.25%	−10.8%	−8.4%	−34.8%	−55.6%	2026-11-16

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