The timing matters because the global humanoid robotics industry is still at an early stage, but China has emerged as a significant manufacturing force. AP, citing industry data, has reported that China accounted for around 85% of global humanoid robot deployments. Morgan Stanley analysts have separately forecast that China’s humanoid robotics market could reach $15 billion by 2030. China Faces A New BarrierChina’s position in humanoid robotics makes the policy particularly consequential. The policy contributes to the fragmentation of global technology supply chains, where companies increasingly have to design products around different regulatory environments rather than a single global market.