The U.S. Federal Communications Commission (FCC) has announced a ban on the import of foreign-made humanoid robots, specifically targeting Chinese manufacturers, due to national security and cybersecurity concerns. This decision is part of a broader effort to secure America's critical supply chains and protect domestic industries from potential risks associated with foreign technologies.
China currently holds a dominant position in the global humanoid robot market, accounting for approximately 85% of the share. In 2025, Chinese companies such as Unitree and AGIBOT each shipped over 5,000 humanoid robots worldwide, surpassing U.S. competitors like Tesla and Figure AI, which each shipped only a few hundred units. The FCC's ban also extends to quadruped robots, commonly known as four-legged robot dogs, and foreign-made power inverters.
FCC Chairperson Brendan Carr stated that the move aims to "secure America's critical supply chains." However, he acknowledged that the ban may not significantly impede China's overall development in humanoid robotics, given the size of its domestic manufacturing base and export opportunities. The decision is expected to strain U.S.-China relations, especially ahead of a scheduled summit between President Trump and Chinese President Xi Jinping in September.
China has criticized the ban, asserting that its technological advancements in robotics are beneficial to global development and should not be viewed as a threat. The Chinese government emphasizes that its innovations are intended to contribute positively to the global economy and technological progress.
The FCC's action is part of a series of measures aimed at addressing national security risks associated with foreign technologies. In June 2026, the FCC moved to bar the importation of all equipment and services produced by firms on the commission’s Covered List, a designation for foreign firms and equipment that pose a risk to U.S. national security. This updated rule closed a loophole that allowed firms to sell older models of their equipment that had previously been approved prior to their designation.
The ban on Chinese humanoid robots is likely to have significant implications for the robotics industry. While it may protect domestic industries from potential security risks, it could also lead to increased costs and reduced availability of advanced robotic technologies. Additionally, the decision may impact collaborative projects between U.S. and Chinese technology companies, potentially hindering innovation and progress in the field of robotics.
As the situation develops, stakeholders in the robotics industry, policymakers, and international partners will be closely monitoring the effects of this ban. The broader implications for international trade, technological collaboration, and global supply chains remain to be seen.