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美国监管机构以国家安全为由禁止进口多种中国制造的机器人,Ati Robotics 创办人 Saurabh Chandra 认为这是一个机遇。该公司在印度组装机器人,并声称其产品使用的中国零件比美国几乎任何其他机器人公司都少。尽管今年机器人新创企业的投资创下历史新高,但许多公司主要开发软体,硬体仍高度依赖中国供应商,联邦通讯委员会对中国人形机器人及先进设备的禁令可能阻碍众多美国小型机器人企业的发展。(关键数字:2017)

Ati Robotics 成立于 2017 年,最初为自动驾驶汽车开发马达,后来转向制造自有机器人,包括在大型设施中搬运数吨物料的拖车和托盘搬运机。公司将研发设在班加罗尔以降低人力成本,并善用印度电动车产业的零件供应链——汽车零件可靠且量产成本低,经过工程调整后成功应用于机器人。目前 Ati 已有数百台机器人在仓库和工厂运行,拥有超过 50 家客户,其首款人形机器人也将于今年稍后投入服务。

在供应链方面,Ati 的万磅拖车几乎完全不含中国零件,托盘搬运机的中国零件占比也不到百分之五。公司选用感应马达而非中国制无刷马达,以牺牲少许效率换取供应链独立性。Chandra 认为禁令将影响不少业者,但也将鼓励更多企业在美国本土制造机器人;Tesla Optimus、Figure 等公司以及所有在中国以外制造机器人的企业都将受益。Ati 正在密西根州底特律附近的麦迪逊高地建设新厂房,未来将在美国组装机器人。(关键数字:10,000)

US regulators have banned a wide range of Chinese-made robots from being imported into the country on national security grounds, creating an opportunity for Ati Robotics. Founded in 2017 and headquartered in Bangalore, the company assembles its robots in India and claims to use fewer Chinese parts than nearly any other robotics firm in the US. While record investment has flowed into robotics startups this year, many still depend heavily on Chinese hardware suppliers, and the FCC's new ban on Chinese humanoids and advanced devices could hinder smaller US robotics companies.

Ati originally developed motors for self-driving cars before pivoting to build its own warehouse robots, including heavy-duty tuggers and pallet movers. By locating R&D in Bangalore, the company leveraged India's booming electric vehicle supply chain, adapting reliable, cost-efficient automotive components for robotics use. The company now has several hundred robots operating across more than 50 customer sites, and its first humanoid robot, designed to move heavy bins, is set to enter service later this year.

On the supply chain front, Ati's 10,000-pound tugger is essentially China-free, while its pallet mover contains less than five percent Chinese parts. The company deliberately chose induction motors over Chinese-made brushless motors, trading slight efficiency losses for supply chain independence. Chandra believes the ban will push more companies to manufacture locally and will benefit firms producing robots outside China, including Tesla's Optimus and Figure. Ati is also establishing an assembly facility near Detroit, Michigan, to eventually build its robots on American soil.

2026-08-06 (Thursday) · 0c31a539044efb4430524a0d67ba874e0d8e06a5