Auto and Robot Supply Chains Overlap 60-70%, but Costliest Parts Remain Distinct

Wang Xianbin, partner and vice president of Gasgoo Research Institute, says the current overlap between automotive and robotics supply chains is about 60% to 70%. The common ground centers on three areas: transferable core components, reusable manufacturing capabilities, and adaptable automotive-grade standards.

However, overlap is inversely related to value. Cheaper, more standardized links are more shared; costlier, performance-defining links are less so. Actuators account for roughly 40% to 60% of total robot cost, and their high-precision reducers, torque sensors, and integrated assemblies still need specialized robotics suppliers. This mismatch suggests automakers cannot simply transfer their entire supply chain advantage into robotics.