Physical AI Industry Structure Analysis and Value Chain Report 2026
Analyzed 1,030 physical AI-related companies across 15 corporate roles and 19 layers. Visualized the supply structure of the physical AI industry.
Physical AI is not an industry that can exist solely with humanoids or AI-equipped robots. The social implementation progresses through the collaboration of diverse companies and technologies, including AI and foundational models, sensors, recognition technologies, semiconductors, control software, actuators, the robots themselves, system integration, and operation and maintenance. The "Physical AI Industry Structure Analysis and Value Chain Report 2026" by Lister Inc. classifies 1,030 related companies into 15 corporate roles and 19 value chain layers, visualizing the supply-side industrial structure. The analysis confirms that 247 companies in recognition and sensing, and 227 system integration companies exceed the 147 companies that produce the robots themselves, with 42.5% of the 896 supply companies involved in implementation, distribution, and peripheral support. Additionally, it was revealed that 95.2% of the total is concentrated in 1-2 layers, indicating that the industry is structured around a combination of specialized companies. We provide a PDF report and a detailed company database for free, which can be utilized for market research, new business development, collaboration partner and system integrator exploration, competitive analysis, and investment and policy considerations.
- Company：Lister
- Price：Other
