The Federal Communications Commission in the U.S. said it would ban the import of foreign-made humanoid robots in a move that targets China, arguing they pose a national security risk. China makes substantially more humanoid robots than the U.S. and other competitors, and analysts estimate that Chinese humanoid robots’ global market share has reached roughly 85%. Morgan Stanley analysts forecast China’s humanoid robot market could reach $15 billion by 2030. The latest U.S. ban could also potentially impact collaborations between U.S. and Chinese technology companies, said Lian Jye Su, a chief analyst at Omdia. Nvidia, for example, in June revealed a humanoid robot reference design which uses the humanoid chassis of Chinese robot maker Unitree.