Source: Financial Times (paywall)
China's shrinking working-age population has created political consensus around embodied AI robots as an economic necessity rather than optional innovation—a pressure that Western markets face but can defer through immigration and service-sector flexibility. This consensus will likely accelerate Chinese robotics investments in manufacturing and logistics over the next 3-5 years. If deployment scales faster than quality improves, China gains a structural competitive advantage. The alternative: demographic-driven economic contraction reshapes global supply chains.