Look beyond industrial robots.
Cameras, navigation devices, sensors, controls, converters, and motors determine whether the system can perceive, decide, and move.
Actionable Insight Report 004
Physical AI Product Network.
A compact screen for robots, vision systems, navigation hardware, sensors, control boards, power electronics, and motors that support physical-AI deployment.
$72.53B2024 U.S. physical-AI platform imports
$9.06B2024 U.S. China-origin platform imports
12.5%Measured China share of U.S. platform imports
Client decision supported
Physical AI exposure lives in a hardware stack, not just in the robot.
Switching is an engineering process.
Alternative origins matter only after qualification, safety requirements, firmware, calibration, and customer approvals are considered.
Build deployment-level hardware maps.
The next diligence step is a BOM and spares register organized by perceive, decide, control, move, and power functions.
Visual evidence in the report
Three charts clients can scan before opening the PDF.
Trade exposureWhich hardware functions dominate import value.
Bars split U.S. platform imports and China-origin exposure across controls, power, sensors, robots, and actuation.
Swipe horizontally on mobile to inspect the full figure.
Figure description and source
Which hardware functions dominate import value. Bars split U.S. platform imports and China-origin exposure across controls, power, sensors, robots, and actuation. Source: CEPII BACI HS02 V202601; OECD ICIO 2023 edition (2020 table). Analysts’ calculations.
Time trendPlatform growth is separated from China share.
The trend chart shows total U.S. import scale and China-origin share without a misleading dual axis.
Swipe horizontally on mobile to inspect the full figure.
Figure description and source
Platform growth is separated from China share. The trend chart shows total U.S. import scale and China-origin share without a misleading dual axis. Source: CEPII BACI HS02 V202601; OECD ICIO 2023 edition (2020 table). Analysts’ calculations.
IO footprintWhich sectors may feel cost-pressure incidence.
The ICIO screen maps direct China-origin hardware exposure to downstream U.S. production sectors.
Swipe horizontally on mobile to inspect the full figure.
Figure description and source
Which sectors may feel cost-pressure incidence. The ICIO screen maps direct China-origin hardware exposure to downstream U.S. production sectors. Source: CEPII BACI HS02 V202601; OECD ICIO 2023 edition (2020 table). Analysts’ calculations.
Source: CEPII BACI HS02 V202601; OECD ICIO 2023 edition (2020 table). Analysts’ calculations.
Methodology and limitations
These figures are public-data screening tools for identifying products, sectors, and network nodes that warrant further diligence. They are not company-level bills of materials, qualified-supplier lists, tariff rulings, or causal forecasts; definitions, assumptions, reference years, and sources should be read with the report.
Read the full method and definitions in the PDFHow to use it
Use the public screen to prioritize deployment risks before procurement scales.
The report is designed for robotics deployment, advanced manufacturing, logistics automation, procurement, and investor teams that need to separate an AI narrative from the hardware supply platform that must be qualified and maintained.
Recommended next step
Translate the HS6 screen into a deployment-level bill of materials with safety-critical parts, qualified suppliers, spare-parts exposure, firmware/calibration dependencies, and acceptable alternative origins.