ARTFEED — Contemporary Art Intelligence

China's electronics supply chain pivots to humanoid robots as smartphone market slows

other · 2026-05-03

A decline in global smartphone shipments is prompting Chinese electronics manufacturers to shift their focus to humanoid robots. The supply chain for smartphones and electronics in China is leveraging its knowledge to bolster the nation’s emerging and rapidly expanding humanoid robotics sector. Last year, Honor ventured into this field with its robot, Lightning, which surpassed the human world record by over six minutes. Following the event, Honor engineer Yao Bin informed ThePaper.cn that the victory was partly due to the application of smartphone cooling technology in the robots, maintaining the motor's temperature after completing 21km. Key smartphone suppliers like Lingyi iTech, Lens Technology, and AAC Technologies provided structural parts for Honor's D1, as the robotics market moves towards mass production and widespread implementation.

Key facts

  • Global smartphone shipments are slowing.
  • Chinese electronics suppliers are pivoting to humanoid robots.
  • Honor entered the humanoid robotics sector last year.
  • Honor's robot Lightning beat the human world record by over six minutes.
  • Honor engineer Yao Bin attributed the win to smartphone cooling technology transfer.
  • The robot ran 21km.
  • Lingyi iTech, Lens Technology, and AAC Technologies supplied components for Honor's D1.
  • The robotics market is moving towards mass production and large-scale deployment.

Entities

Institutions

  • Honor
  • Lingyi iTech
  • Lens Technology
  • AAC Technologies
  • ThePaper.cn

Locations

  • China

Sources