About EAF

1. Why EAF exists

Embodied AI is moving out of research labs and into factories, homes, and the real economy, and China is where much of that supply chain is being built. The information, though, is scattered. Company filings, government documents, prospectuses, product launches, media reports, and trade shows each tell a separate part of the story, and the supply chain relationships that decide the industry's shape often sit in a single line of a disclosure document.

Moving a headline from one feed to another is easy. Going back to the primary disclosure, checking it line by line, and turning it into a record that stays useful is slow work. That is what EAF has been doing since day one.

2. What we publish

Briefs Daily developments across the industry: new products, funding, policy, production milestones, partnerships, and trade shows, filed by category and tag so a theme can be traced over time.

Daily A digest that ranks the day's developments by importance, with a note on why each one matters. Archived by date, so any day's picture of the industry is still there when you need it.

Insights A short daily analysis built around a single industry question. Narrower in scope than a deep dive, and held to the same sourcing standard.

Deep Dives Independent research built around a specific industry question. The method and standards behind it are described in the next section.

Special Topics Coverage and research grouped around a running theme, so a subject can be followed over time.

Supply Chain Map Our own record of the industry: companies, products, supply chain relationships, equity, financials, and coverage, connected in one network.

Search Full-text search across titles, summaries, body text, tags, companies, and sources, so a keyword leads straight to the companies and articles behind it.

3. How we do research

Deep dives are the core of our output. Each one starts from a concrete question: the trade-offs behind a technical route, how far a capacity expansion has actually gone, a change in a supply chain relationship, or the pricing logic behind a capital move. Our research concentrates on a few long-running areas: supply chain structure and division of labor, company fundamentals and output, shifts in supply relationships, capital and funding, and policy and deployment.

We start from primary material Company filings, prospectuses, official announcements, government documents, and other verifiable public records are the basis for our judgment. Secondary accounts are used only as leads when no primary source exists, and they are labeled as such.

Every judgment carries its reasoning Where a number comes from, what it measures, and how it compares with the previous disclosure are stated in the text. Key figures are checked against the original disclosure.

Events go back into the industry's frame Where a technical route stands, how the competitive field is shifting, how international peers compare, and whether the underlying infrastructure can keep up are all part of the analysis.

We give a conclusion, and the things to watch A deep dive closes with an analytical conclusion and a list of variables worth following, so readers can keep track themselves.

Neutral and rational We do not start from a position, we do not substitute emotional language for analysis, and we separate what is known from what is inferred so readers can check the reasoning themselves.

4. Company database and supply chain map

The database is organized by supply chain segment, from robot and humanoid makers through dexterous hands, sensors, motors, motion and transmission, compute, and embodied data. The supply chain map presents those segments as a teardown of the machine: open any segment and you see every company in it.

A company page is a profile you can open layer by layer:

Position and key facts What the company does, when it was founded, where it is based, its listing status and ticker.

Products Product lines, models, specifications, and images, listed item by item.

Supply chain relationships Suppliers on one side, customers on the other. Each relationship records what is supplied, how far the cooperation has gone (sampling, design win, mass production, exclusive), and the source and source grade. Multiple relationships with the same counterparty are merged, keeping every product and the most advanced stage.

Equity structure Major shareholders and their stakes, ordered from founders and employee platforms to outside institutions.

Competition and peers Every company in the same segment, ranked by how often it appears in our coverage, for comparison at a glance.

Financials and operations Funding, valuation, revenue, output, and IPO status, each shown as the latest figure with its reporting period and source.

Official updates and coverage Posts from the company's official channels, plus every article we have published about it, collected on the same page.

EAF View For companies we track closely, a summary of recent developments based on coverage from a recent window.

The fields are connected. From one company you can follow the supply chain to its suppliers, and from there to their suppliers; you can also work backwards to see who supplies whom and at what stage. Companies on the same chain sit in the same segment, which makes the network readable both across and down.

We build these profiles ourselves. Every supply chain relationship and every financial figure is checked against the primary disclosure before it goes in, and carries its source, source grade, and reporting period. Leads scattered across public information become a network you can follow forward and trace back. That way of reading a company inside its chain is not easy to assemble from public sources.

5. What we stand for

Primary sources first Company filings, official announcements, government documents, and other verifiable sources are the foundation of our research.

Data over narrative Funding, shipments, revenue, R&D spending, and other quantitative indicators separate real momentum from a well-told story.

Fact separated from analysis We distinguish what is known from what is inferred, and what is reported from what we conclude.

Independent judgment Our conclusions are not shaped by outside interests, and commercial relationships do not enter our editorial work.

Checkable Every supply chain relationship carries its source and stage; every financial figure carries its reporting period.

An industry-wide view We look past individual companies to the supply chains, technologies, capital, policies, and deployment environments that connect them.

6. Who uses EAF

Investors Read the shape of the supply chain, company fundamentals, and where a company sits in the chain.

Industry practitioners See suppliers, customers, competitors, and partners.

Researchers and think tanks Use it as a base of record and for cross-checking.

Media and policy observers Follow how the industry and its policy environment are moving.

Members can save articles and manage their reading list under My Account.

7. Why "Frontier"

A frontier is where established boundaries start to move. In embodied AI those boundaries are moving fast: from software into the physical world, from laboratories into factories, and from prototypes toward mass production. EAF documents, analyzes, and maps this frontier.