US tightens restrictions on foreign-made drones and robots, impacting global market

New US Restrictions on Robotics and Drones

In July and August, the U.S. government tightened restrictions on foreign-made advanced robotic systems and imposed tariffs on imported drones and their components. These actions, which include drone tariffs taking effect in September and additional component tariffs in 2027, are driven by national security concerns.

Broader Effort to Limit Foreign Technology

These measures are part of a larger U.S. strategy to restrict foreign technology in key industries. The FCC’s Covered List, initially established in 2021 for telecommunications and surveillance equipment, has expanded to include foreign-made drones and, most recently, advanced robotic devices.

China's Dominance in Manufacturing Scale

The restrictions come as Chinese manufacturers have established commanding positions in both drones and humanoid robots, often offering competitive pricing. According to Counterpoint, Chinese manufacturers accounted for 86% of global humanoid robot shipments in the first half of 2026, with the five largest makers all being Chinese companies like AgiBot, Unitree, Galbot, UBTECH, and Leju Robotics. U.S. companies operate at a smaller scale in comparison.

Impact on the Global Robotics Industry

Industry analysts suggest these restrictions may not create a clear U.S.-China separation but rather a more fragmented global market. Chinese companies are expected to expand into other markets, while U.S. and allied manufacturers will compete in regions prioritizing security requirements. Unlike semiconductors, robotics does not rely on a single technology easily controlled by one country, according to Ankur Saxena of TDK Ventures.