Embodied AI Glossary中文

Domestic Substitution

国产替代Common

Replacing components or equipment that used to depend on imports with products from Chinese makers.

This refers to switching from foreign-sourced supply to domestic products, with the “localization rate” measuring how much of a given product is now domestic. It's driven by two things: supply-chain security, and cost — domestic parts are typically cheaper and have shorter lead times. In robotics, harmonic reducers, servo motors, controllers, sensors, main-control chips, and complete industrial-robot bodies are the main targets, with examples like Leaderdrive's harmonic reducers and Inovance's servo systems. Domestic substitution and chokepoint technology are two sides of the same coin, and it's also a key route to cutting a humanoid robot's BOM cost.

ExampleA Chinese humanoid-robot maker swapping an imported harmonic reducer in a joint for a domestic one is a case of domestic substitution.

Also called
Localization
Related
Chokepoint Technology · Core Components · Bill of Materials Cost · Big Four of Industrial Robotics · Leaderdrive · Upstream / Midstream / Downstream of the Industry Chain
Sources
Import substitution industrialization - Wikipedia

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