ROBOTICS Robot supply chain · Overview
DATA 05 OCT 2026 PROTOTYPE v0.3
PLS

Market pulse

IDC · Omdia · IFR · Crunchbase · CMBI · IEA
MAP

Supply chain map

Click a layer to trace it up and down the chain
CHOKEPOINT SEVERITY 1–5 CRITICAL Traced path Every robot passes through test and certification before it reaches a market.
LIST VIEW
CHK

Chokepoints

Ranked by severity
    NWS

    News feed

      OPP

      Foundry prospects

      Who could hire a US robot foundry · fit is an analyst score
      CompanyFitRobotMade by todayFCC positionWhy they might buy
      CO

      Company explorer

      Relation is to a US robot foundry · analyst view
      · What they do Scale and latest signal Made by ★
      NET

      Relationship graph

      United States China Allied & partner Rest of world Builds for Supplies Owns or invests Customer or partner
      LIST VIEW
      DLS

      Deals and terms

      Disclosed orders, supply contracts, acquisitions and investments · values as reported
      DateBuyer → sellerTypeValueUnits · termWhat was agreed
      CAP

      Capacity vs output

      Robots a year · log scale
      Stated capacity Latest actual output Periods differ by company. Hover a row for dates and sources.
      LIST VIEW
      PRC

      Prices and costs

      USD at ¥6.74 per dollar (14 Aug 2026)
      TRD

      Trends

      One measure per chart · hollow bars are forecasts
      TABLE VIEW
      FLW

      Trade flows

      Customs and production statistics · one measure per chart
      TABLE VIEW
      GEO

      Geography

        MIX

        Who sits where

        Entities by layer and region
        US China Allied & partner Rest of world
        PLT

        Plants and capacity

        PlantOwnerWhat it makesStatusStated capacityStartSource
        PPL

        People and hiring

        Leadership moves, disclosed headcount and labour signals
        IPR

        Patents and standards

        Filings, disputes and the safety standards robots must meet
        POL

        Policy exposure

        Which rules hit which layer · analyst reading
        Direct effect Indirect effect +Incentive Click a rule to see it on the timeline and in the inspector.
        TML

        Policy and events

        Filled: happened · Hollow: scheduled
        LIST VIEW
        DOC

        Method and coverage

        How to read this dashboard and what it does not cover yet