China's Smartphone Giants Shift to Humanoid Robot Revolution!
Hamid Siddiqui
News
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China's smartphone supply chain is strategically pivoting to humanoid robot manufacturing, with key players like Lingyi iTech repurposing their factories. Morgan Stanley projects 28,000 humanoid robots to be sold in 2026, doubling earlier forecasts. UBTech's Walker S2 has entered mass production amid growing demand. The transition leverages existing component manufacturing, positioning China at the forefront of robotics innovation.