🇹🇼 台灣
供應鏈
台灣機器人供應鏈提速：研華科技與NexCobot業務持續擴張
台灣或許不會製造全球最知名的人形機器人，但可能供應讓每台人形機器人運作的核心零部件
2026年5月3日
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5 min read
台灣在人形機器人領域的角色正日益清晰：這座島嶼或許尚未成為最大的人形機器人品牌市場，但它正崛起為實體AI的重要供應鏈與賦能技術樞紐。兩項近期的動態與一次產品發布，精準地說明了這個方向。
Advantech：機器人業務超越營收5%
Advantech 是台灣領先的工業計算與嵌入式系統企業之一，預計其機器人相關業務今年將快速增長。據 Taipei Times 報導，Advantech 的機器人相關業務去年已貢獻超過公司總營收的5%，且增長態勢持續加速。Advantech 的成長反映了市場對巡檢機器人、機器狗和工廠機器人應用的需求上升，尤其是在北美、中國及台灣半導體晶圓廠中。
NexCobot：訂單增長60%並進入量產
NexCobot 隸屬 NEXCOM 集團，正準備今年開始機器人量產，據 Taiwan News 報導，訂單增長達60%。該公司專注於機器人和運動控制解決方案——包括 EtherCAT 機器人控制器和AI驅動的機器人系統——這些都是下一代人形機器人和實體AI應用的關鍵部件。訂單上升和量產就緒意味著台灣正從原型供應商轉型為生產規模合作夥伴。
Techman Robot：TM Xplore I 亮相 NVIDIA GTC 2026
在上述供應鏈動態的基礎上，Techman Robot 在 NVIDIA GTC 2026 上首次亮相 TM Xplore I——一款由邊緣AI運算驅動的輪式人形機器人平台。TM Xplore I 基於 NVIDIA 的 Isaac GR00T 框架和 Jetson Orin 構建，針對工業場景中的穩定移動和靈巧操作，將人形上半身與輪式移動底盤相結合。它代表了台灣迄今為止最先進的人形機器人相鄰平台，也是與全球AI基礎設施的直接連結。
三大互補支柱
Advantech、NexCobot 和 Techman 共同代表了台灣機器人生態系統中三個截然不同卻相輔相成的部分：嵌入式計算與邊緣AI（Advantech）、機器人生產、運動控制與系統（NexCobot），以及人形相鄰實體AI平台（Techman）。這一三角結構使台灣對人形機器人領域的貢獻比任何單一企業都更廣泛、更持久。
對亞太地區的意義
台灣很可能在人形機器人供應鏈中扮演戰略角色，尤其是在邊緣計算、工業控制器、機器人安全、運動控制、AI硬體整合和製造支援方面。對於中國大陸、日本、韓國、歐洲和美國的人形機器人企業而言，台灣可以成為寶貴的技術合作夥伴。
人形機器人的下一個發展階段，不會只由擁有最令人印象深刻展示的公司贏得，而是將由能夠提供可靠部件、可規模化生產、安全運營和強大售後支援的生態系統所贏得。對於 Humanoid APAC 而言，台灣值得密切關注，因為它是實體AI革命背後最重要的賦能引擎之一。
. 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.