TDK Ventures
TDK Ventures is the Corporate VC arm of TDK Corporations that invests globally in hard-tech entrepreneurs.
Portfolio companies (1)
Funding rounds (1)
Round size: $150M
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The cost edge of Chinese robots
Chinese humanoid robot manufacturers dominated the global market in 2025, capturing over 80% of worldwide installations, with AgiBot leading at 32% market share and Unitree at 27%. Meanwhile, the U.S. introduced restrictive legislation like the Guard Act amid national security concerns about Chinese robotics, prompting Chinese firms to expand into Europe, Southeast Asia, Latin America, and the Middle East.
The cost edge of Chinese robots
Chinese humanoid robot companies captured over 80 percent of global installations in 2025, with Unitree gaining international visibility through a dance performance on America's Got Talent. Meanwhile, the US is introducing legislative measures like the Guard Act to restrict Chinese robotics imports amid concerns over national security and data collection, while Chinese manufacturers continue expanding globally into Europe, Southeast Asia, Latin America, and the Middle East.
The U.S. is building barriers around drones and robots, but China has scale to get around them
The U.S. is tightening restrictions on foreign-made drones and advanced robotic systems, citing national security concerns, while Chinese manufacturers have built commanding positions in both sectors with 86% of global humanoid robot shipments in H1 2026. Industry analysts suggest the restrictions may not address China's manufacturing scale and cost advantages, potentially leading to a more fragmented global market with Chinese companies expanding elsewhere while U.S. and allied manufacturers compete in markets where security requirements carry more weight.