Pekingology

Embodied AI and the Transformation of China’s Robotics Industry

July 23, 2026·34 min
Episode Description from the Publisher

China is rapidly emerging as a global leader in robotics and embodied artificial intelligence, leveraging its manufacturing scale and deep supply chains to shape the future of automation. In this episode of Pekingology, CSIS Senior Fellow Henrietta Levin is joined by Wendy Chang, Senior Analyst at MERICS, to unpack the significant advances – and limitations – of China’s robotics sector and its embodied AI ecosystem. They discuss the politics that have driven huge amounts of capital towards innovative Chinese robotics companies, why China’s humanoid robots may not be quite as impressive as they initially appear, and the global implications of China's robotics ambitions. To learn more about China's embodied AI strategy, you can read the new MERICS report from Wendy Chang, Rebecca Arcesati, and Altynay Junusova: Embodied AI: China's Ambitious Path to Transform Its Robotics Industry.

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