China's electronics supply chain is shifting its focus from a decelerating mobile market to the rapidly expanding humanoid robotics industry. Component suppliers are adapting their expertise to meet new demands, exemplified by smartphone maker Honor's humanoid robot D1 winning a recent Beijing competition. This strategic pivot signals a new growth curve for China's manufacturing sector.

China’s smartphone and electronics supply chain is adapting its expertise to support the country’s fledgling but fast-growing humanoid robotics industry, as component suppliers seek new growth beyond a slowing mobile market. The sector received a glimpse of that crossover after Honor’s humanoid robot D1, a dark-horse entrant from the smartphone maker, won Beijing’s recent robot half-marathon, beating established Chinese robotics names such as Unitree. Honor entered the humanoid robotics sector.....