Insights

Signals from Asia's robot economy.

Briefings, analysis, and curated market notes from China, Japan, Korea, and Southeast Asia — written for investors, operators, and policy teams.

Featured
China12 Aug 2026

Why Unitree, UBTECH and XPeng are racing to dominate humanoids before 2027

Three Chinese champions are compressing product cycles, undercutting Western cost curves, and rewriting OEM partnership terms across logistics and manufacturing.

Analysis · 8 minRead →
Japan08 Aug 2026

FANUC's cobot pivot: defending share against Chinese price disruption

Tokyo's industrial giant is reframing its portfolio around collaborative arms and software margins as Chinese vendors reset price expectations in ASEAN plants.

Briefing · 5 minRead →
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