The factory that built your iPhone is now building the robot that will assemble the next one
China's smartphone supply chain is pivoting to humanoid robot manufacturing, with companies like Lingyi iTech and Foxconn repurposing precision component factories for robotics production. Morgan Stanley forecasts 28,000 humanoid robot units to be sold in China in 2026, a 133% year-on-year increase.
China's smartphone supply chain is shifting to humanoid robot manufacturing. Companies like Lingyi iTech, Lens Technology, and AAC Technologies are repurposing precision component factories for robotics production. Lingyi iTech is building a super factory in Beijing targeting 10,000 humanoid robots per year by the end of 2026 and 500,000 per year by 2030. UBTech's Walker S2 entered mass production in early 2026 with orders exceeding 800 million yuan. Foxconn is planning humanoid robot manufacturing lines in Vietnam, with production trials scheduled for September 2026. Morgan Stanley forecasts 28,000 humanoid robot units to be sold in China in 2026.
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