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IDC: FCC robot curbs will cut US humanoid revenue 58% by 2030

IDC: FCC robot curbs will cut US humanoid revenue 58% by 2030

The trade-policy model puts the decade's lost US humanoid revenue above $6 billion — as Chinese vendors hold roughly 95% of global shipments.

The Daily 5

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  • Samsung chairman Lee Jae-yong to inspect humanoid robot unit ahead of CES 2027
  • AGIBOT open-sources 'Physical Reasoning' dataset to teach robots to decide, not just act
  • Musk tempers Optimus timeline: outside deliveries 'possible' by end of 2027, 20,000-a-week ramp years away
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