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In China, a group of companies supporting physical AI, including humanoids, AMR, autonomous driving, drones, and industrial robots, as well as robotic hands, sensors, AI chips, and simulation platforms, is rapidly expanding. The "China Physical AI Company Chaos Map" by Lister Inc. is a corporate database that investigates 180 major physical AI-related companies in China and organizes 36 noteworthy companies into 12 categories. It provides an overview of the entire Chinese physical AI industry, covering not only finished product manufacturers but also components, sensors, computing infrastructure, and development environments. The public chaos map selects noteworthy companies based on commercialization status, market impact, technological uniqueness, and importance to Japanese companies. Additionally, the commercialization status of each company is organized in M stages, and their relationship with the Japanese market is categorized in J stages, allowing for the identification of connections such as Japanese subsidiaries, sales agents, partnerships, domestic demonstrations, and paid sales. If you would like a detailed version, please download the catalog on the page. After confirming your registration information, we will send you the Google Sheets version via email.

China's physical AI industry is rapidly expanding from mature areas such as industrial robots, AMRs, and service robots to advanced fields like humanoids, foundational models, and robotic hands. The "China Physical AI Industry Analysis Report 2026" is based on data from 180 major related companies in China and analyzes the commercialization status, product categories, value chains, regional clusters, and entry into the Japanese market. It is not just a list of companies; it organizes each company by commercialization stage (M2 to M5) and Japan-related stage (J0 to J4). It visualizes companies that are already commercialized in China but have limited connections to Japan, as well as those that are already advancing in the domestic market, helping Japanese companies identify potential procurement sources, collaboration partners, sales agents, and potential competitors. This report can be utilized for market research and business planning by manufacturers, trading companies, financial institutions, consulting firms, and new business divisions.

In the United States, a group of companies supporting physical AI, including humanoids, robot foundation models, AMRs, autonomous driving, drones, sensors, AI computing, and simulation, is rapidly expanding. The "U.S. Physical AI Company Chaos Map" by Lister Inc. is a unique database that organizes 142 major related companies in the U.S. into 12 categories based on independent research. The public page features 50 notable companies, showcasing their representative products, commercialization and implementation status, and connections to the Japanese market. Additionally, it organizes 1,742 pieces of inter-company relationship data, including investments, customers, partnerships, and technological collaborations, along with 429 pieces of company activity data related to PoCs, commercial implementations, and actual operations. Companies can be compared across commercialization stages M0 to M5 and Japan-related stages J0 to J4, and key investors and partners can also be identified. For those interested in a detailed version, please download the catalog from the page. After confirming your registration information, we will send you the Google Sheets version via email.

The physical AI industry in the United States is formed through a complex interconnection not only of robotics and AI companies but also of venture investment, AI computing infrastructure, government and defense procurement, and technological collaboration and commercialization with large corporations. The "U.S. Physical AI Industry Structure Analysis Report 2026" by Lister Inc. is a report that analyzes the relationships of 142 major related companies in the U.S., 1,742 inter-company relationships, and 429 cases of implementation, demonstration, and operation, focusing on capital and investment, inter-company networks, commercialization, government and defense, and relationships with the Japanese market. Capital and investment account for 63.3% of inter-company relationships, with NVIDIA connected to 34 companies across 11 categories. Out of the 429 cases of implementation, demonstration, and operation, 334 have been completed, and 220 are classified as commercial or operational. Additionally, among the 78 commercially mature companies, 49 have unconfirmed or early-stage connections with Japan, highlighting opportunities for collaboration, sales, and exploration of implementation for Japanese companies. We provide the PDF report and a detailed company database for free.