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Embodied AI Secondary Development Companies: Closest to Demand, Boundaries Are Shifting

Secondary development companies in the embodied AI supply chain are facing niche compression as robot body manufacturers expand into the application layer. Unitree opened its UniStore shared application platform in May, Leju unveiled its LeTools Skills development toolchain in October, and ANYbotics upgraded Data Navigator to Shift in October, connecting fleet tasks and inspection data to maintenance systems. Secondary development firms are diverging along software platforms, industry solutions, and terminal operations, and their long-term position depends on their own product and service capabilities.

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