Deep dive
The robotics supply chain.
From rare-earth mines to finished robots — who makes what, where, at what capacity, and who pays for it. Every figure links to its source.
The chain, end to end
Where the U.S. stands at each stage
Mine to deployed robot. Color = U.S. position at that stage.
Who ships what — robot classes
Annual shipments by robot class
"Non-humanoid" splits into named categories: industrial robots (arms), cobots (human-safe arms), and professional service robots (AMRs/AGVs, delivery, cleaning, medical). Humanoids are the smallest class — and the fastest-growing.
Total industrial robot units — US vs. China vs. Rest of world
Annual installations, 2015–2024, plus IFR's 2025 outlook (dashed). Cobots are already counted inside this industrial total. Humanoids (16,000 units in 2025, >80% China) and professional service robots (200,000+/yr) aren't included in the country split below — IFR doesn't publish a country-level breakdown for service robots, and humanoid volumes were immaterial before 2023; see "Who ships what" above for those categories.
U.S. manufacturing sites
Every U.S. plant, mine, fab, and factory in the records below, grouped by state.
| State | Site | What it makes |
|---|
Who makes what
Category deep dives
Grouped by chain stage. Each category: assessment, chokepoints, and the specific companies, sites, capacity, and financing behind it.
Financing the chain
Government programs & instruments
Federal money and policy levers reaching the robotics supply chain. Company-level financing events are in each category deep dive above.
Full stakeholder map
Everyone with money, authority, or demand in the U.S. robotics supply chain.
Key figures
Load-bearing numbers behind the assessment, each with its source.
| Figure | Value |
|---|