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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.

When considering the social implementation of physical AI, it is important to understand not only the technology itself but also "which sites and operations have progressed to actual implementation." The "Physical AI Implementation and Verification Trend Report 2026" by Lister Inc. is a report that conducts a cross-analysis of 595 implementation and verification cases, not limited to explicitly stated physical AI projects, but also including broadly defined robotics and automation such as industrial robots, AMRs, AGVs, serving and cleaning robots. The report organizes the data from the perspectives of industry, implementation environment, target operations, robot types, core technologies, and stages of implementation, visualizing the differences between areas where actual operations are progressing and areas where proof of concepts (PoCs) are ongoing. Among the recorded cases, there are 308 instances at the operational stage that combine full-scale implementation across multiple locations, while only 35 cases are limited to multiple locations and full-scale implementation, highlighting the challenges of horizontal deployment. The report also analyzes trends in implementation within controlled environments such as factories, warehouses, and hospitals, as well as the current status of advanced fields like humanoid robots, quadrupedal robots, and VLAs. A PDF report and a detailed database are provided for free.

This is a report analyzing the structure of Japan's AI robotics industry and the current state of social implementation based on data from 443 related companies and 408 products, as promoted by the Japanese government's "AI Robotics Strategy." The report visualizes the market from the perspectives of 18 implementation fields, 8 common tasks, 9 technical challenges, the value chain, commercialization status, startups, and cross-industry applicability. Among the corporate layers, "implementation, production, and operation" had the highest number of companies at 162, while the manufacturing sector had the most companies at 120 in the implementation fields, and handling was the most common task with 59 companies. Additionally, 76.5% of the 408 products are broadly commercialized, while many next-generation areas such as humanoids, robot platform models, and VLA are still in research and demonstration stages. A PDF report and a detailed database that can be used for market research, new business development, collaboration, sales, investment, and policy considerations are provided for free.

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.

Physical AI is advancing in social implementation through a combination of various technologies, not only cutting-edge technologies like humanoids and VLA, but also industrial robots, image recognition, sensors, control, semiconductors, edge AI, AMR, AGV, and SI. The "Physical AI Technology Stack Analysis Report 2026" by Lister Inc. is a report that analyzes the current technology supply structure by targeting 896 supply companies related to physical AI, combining 34 technology codes and 19 value chain layers. It visualizes the distribution of companies by major technologies, including 249 companies in industrial robotic arms, 132 companies in image recognition and computer vision, 123 companies in appearance inspection AI, 105 companies in sensors and perception systems, and 91 companies in AMR and AGV. Furthermore, it analyzes the connections between technologies and industrial functions, such as SI × industrial robots, AMR and AGV × automation and material handling, and edge AI × computing infrastructure. The PDF report and detailed company database are available for free.

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.

Physical AI is being utilized across a wide range of industries, including manufacturing, logistics, construction, healthcare, agriculture, and mobility, but the required technologies and the roles of companies vary by industry. The "Industry-Specific Physical AI Industry Structure Analysis Report 2026" by Lister Inc. is an analytical report that compares data from 734 companies and 1,105 instances of "company × industry" relationships, based on a unique database of 896 companies related to Physical AI. The report organizes each company by target industry, main role, position in the value chain, owned technologies, and form of provision, analyzing the industry-specific supply structure from 18 value chain classifications and 9 technology classifications. It visualizes how, even when industry names differ, the composition of supply companies is similar in areas where on-site operations are close, such as general manufacturing and food & beverage, construction and energy, facility management and retail, and how the layers where value is generated differ in agriculture, logistics, construction, and transportation. A PDF report and a detailed company database are provided for free.