---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000776353.md"
description: "Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April. Which listed:1. Figure AI 2. Agility Robotics $Churchill Capital XI(CCXI.US)3. Apptronik 4. $Tesla(TSLA.US) 5. Boston Dynamics6. Physical Intelligence 7. 1X Technologies8. $Amazon(AMZN.US) Robotics9. Covariant10. Skild AI As the National Champions of the United States robotics program. "The United States leads the world in where robotics is heading: Fundation models, OpenAI-style scaling laws applied to action, autonomous vehicles. While losing the race on where robotics is shipping today." Then it frames:1. Rare Earths Exposure: from Neodymium for motors to samarium-cobalt for high-temp applications as a critical vulnerability.2. Actuator dependency. Series elastic actuators, quasi-direct-drive motors, and precision reducers overwhelmingly sourced from Japan, Germany, and ChinaAs one of the main vulnerabilities alongside Manufacturing velocity/data collection cost/regulations. Then their take was: "With at least six well-funded US humanoid companies competing for a market still in early formation, we expect at least two significant consolidation events (acquisition or merger) in 2027". With Logistics / E-commerce (like $Amazon(AMZN.US) / $FedEx(FDX.US)) and Automotive from $General Motors(GM.US) to $Forward Industries(FORD.US) as being the immediate top use cases for deployment.I think it's just interesting to see a lot of my points I've been talking about reiterated by research firms. Regardless, I do think it's going to be a major frontier race between the US and China. Agility Robotics (which I own), Tesla, Figure, and Apptronik as leaders representing the USA. Competing against Unitree, AGIbot, Ubtech, and others in China."
datetime: "2026-07-05T20:35:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000776353.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000776353.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000776353.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# Came across an interesting report from SVRC Resear…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**