China's Greater Bay Area Leads Embodied AI Supply Chain, But Gaps Remain in Critical Areas
• China's Greater Bay Area plays a pivotal role in the country's embodied AI supply chain, accounting for over 55% of it. If considered on its own, the Greater Bay Area would command 24% of the global embodied AI supply chain.
• The Greater Bay Area has become a global hub of manufacturing and technological innovation, with the rise of tech giants like Huawei, BYD, Tencent and DJI. This provides a robust foundation for China's advancement in embodied AI.
• China excels in sectors like 3D vision sensors and robot joint modules where cost effectiveness gives it a significant edge. However, it still lags behind the US in critical areas like AI chips and foundation models.
• To secure a competitive edge, China should focus on developing embodied AI in the Greater Bay Area and amplify investments in AI chips and foundation models.
• The global race towards embodied AI signals a pivotal transformation in how societies will navigate the autonomy economy in the future.