The robotics supply chain.

From rare-earth mines to finished robots: who makes what, where, how much, and who pays for it.

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From mine to finished robot

Where the U.S. stands at each stage

Each stage from mine to deployed robot, colored by U.S. position.

Strong — U.S. leads or is competitive Contested — capacity building, gap closing Weak — dependent on imports

Who ships what — robot classes

Annual shipments by robot class

Units per year by class. Sources use different scopes, so rows do not add up.

Total industrial robot units — US vs. China vs. Rest of world

Units installed per year, 2015 to 2025, cobots included. Rest of world is an approximate residual of rounded IFR figures.

U.S. manufacturing sites

Plants, mines and fabs by state.

StateSiteCompanyWhat it makesCapacity

Who makes what

Production share by category

Estimated share of global output. Hover a row for what it measures.

United States China Rest of world

Shares are best-available estimates; each category below cites its sources.

By category

Grouped by chain stage.

Financing the chain

Federal funding and policy levers.

Government programs & instruments

Company-level financing events are in each category above.

Full stakeholder map

Funders, regulators and buyers.

SCSP robotics commission findings

On magnets, reducers and their suppliers.

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Key figures

Sourced figures.

FigureValueSource

For the procurement and security rules affecting robot suppliers, see the 2026 policy documents and hearings.