Junction Brief · A biweekly briefing

China's robotics supply chain, decoded for Western buyers.

One verified argument every two weeks — backed by source-audited data from 1,290+ Chinese suppliers across the robotics and intelligent hardware supply chain. No vibes. No hype. No unverifiable numbers.

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1,290+suppliers audited
45,000+attribute checks
Every claimevidence-graded · A/B/C tiers
Latest issue · #02

The One Category China Already Won

One Beijing supplier — Link-touch — now ships 72–80% of China's humanoid six-axis force sensors, and reports 95% of the joint torque sensors. How the lead was built, what the numbers actually measure, and why the win reads as a queue, not a market.

02

The One Category China Already Won

(Six-Axis Force Sensors — and the Concentration Risk That Came With the Win)

  • 72–80% of humanoid six-axis units (GGII 72.6% / CCID 80.3%)
  • Customers AgiBot and Galbot bought equity stakes in April 2026
  • One plant in Jiangmen behind both sensor types
Read Issue #02 →
What you get

One argument per issue. Nothing else.

Junction Brief is not another news roundup. Each issue makes a single claim about China's robotics supply chain — and proves it with data you can't easily get elsewhere.

01

Supplier verification

How to read a Chinese supplier's website like an auditor. Factory claims, certificate walls, export footprints — decoded.

02

Component deep-dives

Harmonic reducers, force sensors, motor drivers. Real market shares, honest evidence grades — gaps labeled as gaps.

03

Procurement playbooks

BOM rules, tariff math, sanctions screening. Checklists your team can actually use on Monday morning.

The Junction standard

"We correct ourselves in public. A map that hides its blank spots isn't a map — it's a brochure."

Every number carries a source. Every supplier claim carries an evidence grade. When the data doesn't support a thesis, we say so — in print.

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Junction Robotics Intelligence

Verifiable intelligence on China's robotics supply chain — for Western procurement and engineering leadership.

Our database covers 1,290+ suppliers across robotics, automation, and component supply chains, continuously audited entity by entity. Junction Brief is its public edge: the sharpest findings, free, every two weeks.

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