It is logistically impossible for the West to manufacture robots anywhere approaching the scale and cost of China. They control the materials, the refinement, the advanced manufacturing, the vertical integration, and a cheap labor force, to say nothing of a planned economy that can pivot on a dime to execute any demand there's available capital for. It is laughable to think the West can produce robots that compete with China.

If tomorrow morning we decided to pull a Manhattan Project just to match China's capacity for cheap effective robotics, it would take 10 years. By then China has already found their product-market fit and secured the world as a customer.