US Ban on Chinese Robots Raises Technology Tensions

The US ban on Chinese robots has intensified the technology dispute between Washington and Beijing. The measures cover new humanoid robots, four-legged robotic dogs and connected power inverters.

The Federal Communications Commission introduced the restrictions after recommendations from a White House task force. Officials identified possible cybersecurity risks involving critical infrastructure, public safety and supply chains.

FCC Chairman Brendan Carr said the action aimed to protect essential American supply networks. The restrictions apply to new models rather than previously approved products.

The US ban on Chinese robots comes before President Xi Jinping’s expected September visit. Xi is expected to meet President Donald Trump during the trip.

China holds approximately 85% of the global humanoid robot market. Omdia recorded about 15,000 worldwide humanoid robot sales during 2025.

Unitree and AGIBOT each supplied more than 5,000 machines. Tesla and Figure AI delivered only several hundred units combined.

Morgan Stanley expects China’s humanoid robot market to reach $15 billion by 2030. Chinese manufacturers have expanded production while reducing manufacturing costs.

The US ban on Chinese robots could restrict access to a major overseas market. Analysts, however, expect limited effects on China’s broader robotics expansion.

The measures also affect power inverters used by solar systems and data centres. This could create serious consequences for energy infrastructure and household electrical networks.

China rejected the decision and described it as protectionist. Foreign Ministry spokesperson Mao Ning criticised Washington’s use of national security arguments.

The US ban on Chinese robots may also disrupt technology partnerships. Nvidia recently introduced a humanoid reference design using Unitree’s robotic structure.

American officials have raised concerns about Unitree’s alleged military connections. China has repeatedly rejected those claims.

The dispute now presents a major challenge for technology cooperation between both countries.

Also Read: China’s Robotics Sector Shifts Toward Embodied AI