Chokepoint instrument · live

Watchlist

70 NODES · 4 🔴

Bezel finish encodes China position. Needle reads choke strength.

01
Actuation
Reducers, motors, screws, joint modules — most of the BOM.
22
MONO
Harmonic Drive Systems6324·TSE
Strain-wave reducers
CHOKE
MONOPOLY
CHINA
INSULATED
ACCESS
HARD
NO DATA
DUO
Nabtesco6268·TSE
RV/cycloidal reducers
CHOKE
DUOPOLY
CHINA
INSULATED
ACCESS
HARD
NO DATA
CONC
Leaderdrive (绿的谐波)688017·SSE
Strain-wave reducers
CHOKE
CONCENTRATED
CHINA
CHALLENGER
ACCESS
CONNECT
NO DATA
CONC
Zhejiang Shuanghuan Driveline (双环传动)002472·SZSE
RV + harmonic reducers
CHOKE
CONCENTRATED
CHINA
CHALLENGER
ACCESS
CONNECT
NO DATA
COMP
Zhejiang Laifual (来福谐波)—
Strain-wave reducers
CHOKE
COMPETITIVE
CHINA
CHALLENGER
ACCESS
PRIVATE
NO DATA
CONC
Inovance (汇川技术)300124·SZSE
Servo motors/drives
CHOKE
CONCENTRATED
CHINA
CHALLENGER
ACCESS
CONNECT
NO DATA
COMP
Estun (埃斯顿)002747·SZSE
Servo/robotics
CHOKE
COMPETITIVE
CHINA
CHALLENGER
ACCESS
CONNECT
NO DATA
CONC
Yaskawa6506·TSE
Servo systems
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
HARD
NO DATA
CONC
Nidec6594·TSE
Motors
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
ADR
NO DATA
CONC
maxon—
BLDC motors
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
PRIVATE
NO DATA
CONC
SchaefflerSHA·XETRA
Roller screws (Ewellix) + bearings
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
EASY
NO DATA
CONC
THK6481·TSE
Linear motion/bearings
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
HARD
NO DATA
CONC
Wuzhou Xinchun (五洲新春)603667·SSE
Reverse planetary roller screws
CHOKE
CONCENTRATED
CHINA
CHALLENGER
ACCESS
CONNECT
NO DATA
CONC
Beite Technology (北特科技)603009·SSE
Planetary roller screws
CHOKE
CONCENTRATED
CHINA
CHALLENGER
ACCESS
CONNECT
NO DATA
CONC
Hangzhou XJ / Xinjian Transmission (新剑传动)—
Planetary roller screws
CHOKE
CONCENTRATED
CHINA
CHALLENGER
ACCESS
PRIVATE
NO DATA
COMP
Tuopu Group (拓普集团)601689·SSE
Actuator modules/integration
CHOKE
COMPETITIVE
CHINA
CHALLENGER
ACCESS
CONNECT
NO DATA
COMP
Sanhua Intelligent Controls (三花智控)002050·SZSE
Actuator modules
CHOKE
COMPETITIVE
CHINA
CHALLENGER
ACCESS
CONNECT
NO DATA
CONC
Step Electric (步科)688160·SSE
Frameless torque motors
CHOKE
CONCENTRATED
CHINA
CHALLENGER
ACCESS
CONNECT
NO DATA
COMP
Moons' Industries (鸣志电器)603728·SSE
Coreless/hollow-cup motors
CHOKE
COMPETITIVE
CHINA
CHALLENGER
ACCESS
CONNECT
NO DATA
CONC
AllientALNT·NASDAQ
Frameless/servo motors
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
EASY
NO DATA
CONC
Hiwin2049·TWSE
Linear guides/ballscrews + strain-wave
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
HARD
NO DATA
CONC
Sumitomo Heavy Industries6302·TSE
Cycloidal reducers (Fine Cyclo)
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
HARD
NO DATA
02
Sensing & perception
Force/torque, encoders, LiDAR, IMU, image, tactile.
13
CONC
ATI (Novanta)NOVT·NASDAQ
6-axis F/T sensors
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
EASY
NO DATA
CONC
RenishawRSW·LSE
Encoders
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
EASY
NO DATA
CONC
HesaiHSAI·NASDAQ
LiDAR
CHOKE
CONCENTRATED
CHINA
CONTROLLED
ACCESS
EASY
NO DATA
CONC
RoboSense (速腾聚创)2498·HKEX
LiDAR
CHOKE
CONCENTRATED
CHINA
CONTROLLED
ACCESS
ADR
NO DATA
CONC
Sony6758·TSE
Image sensors
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
ADR
NO DATA
COMP
OusterOUST·NASDAQ
LiDAR
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
EASY
NO DATA
CONC
Keli Sensing (柯力传感)603662·SSE
6-axis force/torque sensors
CHOKE
CONCENTRATED
CHINA
CHALLENGER
ACCESS
CONNECT
NO DATA
CONC
Kunwei (坤维)—
6-axis force/torque sensors
CHOKE
CONCENTRATED
CHINA
CHALLENGER
ACCESS
PRIVATE
NO DATA
CONC
Shenzhen Xinjingcheng (鑫精诚)—
6-axis force/torque sensors
CHOKE
CONCENTRATED
CHINA
CHALLENGER
ACCESS
PRIVATE
NO DATA
CONC
Bota Systems—
6-axis force/torque sensors
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
PRIVATE
NO DATA
COMP
PaXini (帕西尼)—
Tactile/e-skin + dexterous hand + data
CHOKE
COMPETITIVE
CHINA
CHALLENGER
ACCESS
PRIVATE
NO DATA
COMP
GelSight—
Vision-based tactile
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
PRIVATE
NO DATA
COMP
LuminarLAZR·NASDAQ
LiDAR
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
EASY
NO DATA
03
Compute · robot brain
Edge AI SoCs + VLA/foundation models.
06
CONC
NVIDIANVDA·NASDAQ
Jetson/Thor SoC + GR00T
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
EASY
NO DATA
CONC
Horizon Robotics (地平线)9660·HKEX
Edge AI SoC
CHOKE
CONCENTRATED
CHINA
CHALLENGER
ACCESS
ADR
NO DATA
CONC
QualcommQCOM·NASDAQ
Edge AI SoC (Dragonwing)
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
EASY
NO DATA
CONC
Arm HoldingsARM·NASDAQ
CPU IP / substrate
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
EASY
NO DATA
CONC
Black Sesame (黑芝麻)2533·HKEX
Edge AI SoC
CHOKE
CONCENTRATED
CHINA
CHALLENGER
ACCESS
ADR
NO DATA
COMP
AmbarellaAMBA·NASDAQ
Edge vision SoC (CVflow)
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
EASY
NO DATA
04
Power
Cells/packs + power electronics (SiC/GaN).
06
CONC
CATL (宁德时代)300750·SZSE
Cells/packs
CHOKE
CONCENTRATED
CHINA
CONTROLLED
ACCESS
CONNECT
NO DATA
COMP
InfineonIFX·XETRA
SiC/GaN power electronics
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
EASY
NO DATA
CONC
BYD1211·HKEX
Battery cells
CHOKE
CONCENTRATED
CHINA
CONTROLLED
ACCESS
ADR
NO DATA
COMP
onsemiON·NASDAQ
SiC/GaN power electronics
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
EASY
NO DATA
COMP
WolfspeedWOLF·NYSE
SiC power electronics
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
EASY
NO DATA
COMP
STMicroelectronicsSTM·NYSE
SiC/GaN + image sensors
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
EASY
NO DATA
05
Upstream materials
NdFeB magnets, bearings, steels — the China-leverage spine.
08
CONC
MP MaterialsMP·NYSE
NdFeB / rare earths
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
EASY
NO DATA
CONC
LynasLYC·ASX
Rare earth refining
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
ADR
NO DATA
CONC
NSK6471·TSE
Precision bearings
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
ADR
NO DATA
CONC
Noveon Magnetics—
Sintered NdFeB magnets
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
PRIVATE
NO DATA
CONC
Vulcan Elements—
NdFeB magnets
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
PRIVATE
NO DATA
CONC
Evolution Metals (EM&T)—
Sintered NdFeB magnets
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
HARD
NO DATA
CONC
Neo Performance MaterialsNEO·TSX
Rare earth magnets
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
ADR
NO DATA
CONC
Proterial (ex-Hitachi Metals)—
NdFeB magnet IP/patents
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
HARD
NO DATA
06
The boxes
The robots themselves. Demand signal, not the trade.
15
COMP
TeslaTSLA·NASDAQ
Optimus
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
EASY
NO DATA
COMP
UBTech (优必选)9880·HKEX
Humanoids
CHOKE
COMPETITIVE
CHINA
CHALLENGER
ACCESS
ADR
NO DATA
COMP
Hyundai/Boston DynamicsHYMTF·OTC
Humanoids (Atlas/Digit-adjacent)
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
PROXY
NO DATA
COMP
Spirit AI—
Humanoid (CATL-backed)
CHOKE
COMPETITIVE
CHINA
CHALLENGER
ACCESS
PRIVATE
NO DATA
COMP
SymboticSYM·NASDAQ
Warehouse automation systems
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
EASY
NO DATA
COMP
Serve RoboticsSERV·NASDAQ
Sidewalk delivery robots
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
EASY
NO DATA
COMP
Richtech RoboticsRR·NASDAQ
Service robots
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
EASY
NO DATA
CONC
TeradyneTER·NASDAQ
Cobots (Universal Robots) + test
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
EASY
NO DATA
COMP
Figure AI—
Humanoids (Helix)
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
PRIVATE
NO DATA
CONC
Fanuc6954·TSE
Industrial robot OEM
CHOKE
CONCENTRATED
CHINA
INSULATED
ACCESS
ADR
NO DATA
COMP
Rainbow Robotics (레인보우로보틱스)277810·KOSDAQ
Humanoids/cobots
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
HARD
NO DATA
COMP
Doosan Robotics454910·KOSPI
Cobots
CHOKE
COMPETITIVE
CHINA
INSULATED
ACCESS
HARD
NO DATA
COMP
XPengXPEV·NYSE
Iron humanoid (EV OEM)
CHOKE
COMPETITIVE
CHINA
CHALLENGER
ACCESS
EASY
NO DATA
COMP
Midea Group (美的集团)000333·SZSE
KUKA owner + humanoid program
CHOKE
COMPETITIVE
CHINA
CHALLENGER
ACCESS
ADR
NO DATA
COMP
SIASUN (新松机器人)300024·SZSE
Industrial robots
CHOKE
COMPETITIVE
CHINA
CHALLENGER
ACCESS
CONNECT
NO DATA

Market intelligence, not financial advice.