Washington implemented stricter controls on foreign-made advanced robotic systems and introduced significant tariffs on imported drones and their components in July and August. These measures, which cite national-security concerns, will see drone tariffs take effect in September, with additional component tariffs following in 2027.
These actions are part of a broader US strategy to limit foreign technology in key industries. The FCC's Covered List, initially established in 2021 for telecommunications and surveillance equipment, has been expanded to include foreign-made drones and, most recently, advanced robotic devices.
The new restrictions coincide with Chinese manufacturers establishing leading positions in both drones and humanoid robots, often offering prices that US and European competitors find difficult to match. According to a Counterpoint report, global humanoid robot shipments reached 22,000 units in the first half of 2026, with the vast majority coming from Chinese manufacturers. The five largest humanoid robot makers by shipments during this period were all Chinese companies—AgiBot, Unitree, Galbot, UBTECH, and Leju Robotics—collectively accounting for 86% of global shipments.
Industry analysts and executives suggest that these restrictions may not lead to a clear US-China separation but rather a more fragmented global market. Chinese companies may expand into other regions, while US and allied manufacturers could focus on markets where security requirements are a higher priority.