🇹🇼 台湾
供应链
台湾机器人供应链提速：研华科技与NexCobot业务持续扩张
台湾或许不会制造全球最知名的人形机器人，但可能供应让每台人形机器人运作的核心零部件
2026年5月3日
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5 min read
台湾在人形机器人领域的角色正日益清晰：这座岛屿或许尚未成为最大的人形机器人品牌市场，但它正崛起为实体AI的重要供应链与赋能技术枢纽。两项近期的动态与一次产品发布，精准地说明了这个方向。
Advantech：机器人业务超越营收5%
Advantech 是台湾领先的工业计算与嵌入式系统企业之一，预计其机器人相关业务今年将快速增长。据 Taipei Times 报道，Advantech 的机器人相关业务去年已贡献超过公司总营收的5%，且增长态势持续加速。Advantech 的成长反映了市场对巡检机器人、机器狗和工厂机器人应用的需求上升，尤其是在北美、中国及台湾半导体晶圆厂中。
NexCobot：订单增长60%并进入量产
NexCobot 隶属 NEXCOM 集团，正准备今年开始机器人量产，据 Taiwan News 报道，订单增长达60%。该公司专注于机器人和运动控制解决方案——包括 EtherCAT 机器人控制器和AI驱动的机器人系统——这些都是下一代人形机器人和实体AI应用的关键部件。订单上升和量产就绪意味着台湾正从原型供应商转型为生产规模合作伙伴。
Techman Robot：TM Xplore I 亮相 NVIDIA GTC 2026
在上述供应链动态的基础上，Techman Robot 在 NVIDIA GTC 2026 上首次亮相 TM Xplore I——一款由边缘AI运算驱动的轮式人形机器人平台。TM Xplore I 基于 NVIDIA 的 Isaac GR00T 框架和 Jetson Orin 构建，针对工业场景中的稳定移动和灵巧操作，将人形上半身与轮式移动底盘相结合。它代表了台湾迄今为止最先进的人形机器人相邻平台，也是与全球AI基础设施的直接连结。
三大互补支柱
Advantech、NexCobot 和 Techman 共同代表了台湾机器人生态系统中三个截然不同却相辅相成的部分：嵌入式计算与边缘AI（Advantech）、机器人生产、运动控制与系统（NexCobot），以及人形相邻实体AI平台（Techman）。这一三角结构使台湾对人形机器人领域的贡献比任何单一企业都更广泛、更持久。
对亚太地区的意义
台湾很可能在人形机器人供应链中扮演战略角色，尤其是在边缘计算、工业控制器、机器人安全、运动控制、AI硬件集成和制造支援方面。对于中国大陆、日本、韩国、欧洲和美国的人形机器人企业而言，台湾可以成为宝贵的技术合作伙伴。
人形机器人的下一个发展阶段，不会只由拥有最令人印象深刻展示的公司赢得，而是将由能够提供可靠部件、可规模化生产、安全运营和强大售后支援的生态系统所赢得。对于 Humanoid APAC 而言，台湾值得密切关注，因为它是实体AI革命背后最重要的赋能引擎之一。
. Two recent developments and one product launch illustrate this direction with precision.
Advantech: Robotics Exceeds 5% of Revenue
Advantech, one of Taiwan's leading industrial computing and embedded systems companies, expects its robotics-related business to grow rapidly this year. According to the Taipei Times, Advantech's robotics-related business already contributed more than 5% of the company's total revenue last year — and the trajectory is accelerating. Advantech's growth reflects rising demand for inspection robots, robotic dogs, and factory robotics applications, particularly in North America, China, and Taiwanese semiconductor fabs.
NexCobot: 60% Order Growth and Mass Production
NexCobot, part of the NEXCOM group, is preparing to begin mass robot production this year after reporting 60% order growth, according to Taiwan News. The company focuses on robotics and motion-control solutions — including EtherCAT robot controllers and AI-powered robotic systems — which are essential components for next-generation humanoid and physical AI applications. Rising orders and mass production readiness signal that Taiwan is moving from prototype supplier to production-scale partner.
Techman Robot: The TM Xplore I at NVIDIA GTC 2026
Complementing these supply-chain developments, Techman Robot debuted the TM Xplore I at NVIDIA GTC 2026 — a wheeled humanoid robot platform powered by edge AI computing. Built on NVIDIA's Isaac GR00T framework and Jetson Orin, the TM Xplore I targets stable movement and dexterous manipulation in industrial settings, combining a humanoid upper body with a wheeled mobile base. It represents Taiwan's most advanced humanoid-adjacent platform to date and a direct connection to global AI infrastructure.
Three Complementary Pillars
Together, Advantech, NexCobot, and Techman represent three distinct but complementary parts of Taiwan's robotics ecosystem: embedded computing and edge AI (Advantech), robot production, motion control, and systems (NexCobot), and humanoid-adjacent physical AI platforms (Techman). This triangular structure makes Taiwan's contribution to humanoid robotics broader and more durable than any single company alone.
What It Means for APAC
Taiwan is likely to play a strategic role in the humanoid robot supply chain, especially in edge computing, industrial controllers, robot safety, motion control, AI hardware integration, and manufacturing support. For humanoid robot companies in mainland China, Japan, South Korea, Europe, and the United States, Taiwan can become a valuable technology partner.
The next phase of humanoid robotics will not be won only by the companies with the most impressive demos. It will be won by the ecosystems that can deliver reliable components, scalable production, safe operation, and strong after-sales support. For Humanoid APAC, Taiwan deserves close coverage as one of the most important enabling engines behind the physical AI revolution.