FCC Covered List for robots explained: new foreign models blocked, four exemptions so far
Since July 28, 2026, foreign-produced advanced mobile robots such as humanoids, quadrupeds and AMRs cannot get the FCC equipment authorization needed to sell new models in the US, unless the Department of War grants a Conditional Approval tied to an onshoring plan.
Only four robot makers have one so far: Husqvarna, ANSCER Robotics, Matic Robots and Volley Automation. MEKAWIRE explains the rule from the FCC notices, what is and is not covered, how the exemption works, and who is exposed.
The US has not banned foreign robots. It has done something narrower and, for a fast-moving product category, harsher: since July 28, 2026, a new foreign-produced advanced robotic device cannot obtain the Federal Communications Commission equipment authorization that every radio-connected product needs before it can be imported, marketed or sold in the US. Robots already certified keep selling. A maker that wants to launch a new model needs a Conditional Approval from the Department of War, and in the 80 days to Oct 16 the FCC published exactly four such approvals for robots.
That gap between "ban" and "chokepoint" decides who is hurt. This explainer sets out what the FCC actually published, what falls inside the rule, how the exemption works, and why humanoid makers are more exposed than robot-vacuum brands. Earlier MEKAWIRE coverage of each step is linked throughout, including the IDC impact model and the Korean industry response.
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What the FCC published on July 28
The FCC's Public Safety and Homeland Security Bureau keeps the Covered List, the register of equipment found to pose an unacceptable risk to US national security under the Secure and Trusted Communications Networks Act of 2019. In Public Notice DA 26-786 of July 28, the bureau added two categories at once: foreign-produced power inverters, and "foreign-produced advanced robotic devices, except advanced robotic devices which have been granted a Conditional Approval by DoW." It acted on a National Security Determination that a White House-convened interagency body sent the FCC on July 27.
The determination, quoted in the notice, argues that the networked capabilities of advanced robots create attack vectors that can manipulate both their data and their physical operation, and that the data robots collect could be used to surveil Americans or to commandeer the machines remotely. The FCC said it was required to list the equipment once it received that determination.
The legal mechanism is the FCC's existing equipment rules. Under section 2.903(a), covered equipment cannot receive an equipment authorization, and under section 2.911 every applicant must certify that its device is not covered. The notice states that the new entries are identified by place of production, not by company, so the rule reaches a Korean, Japanese or European brand that builds abroad just as it reaches a Chinese one.
Which robots are inside the rule
The definitions sit in an appendix to the determination. The Korea AI Robot Industry Association (KAR), summarising them in its Sept 16 notice, says a device is covered only if it meets all seven criteria, including mobility, remote or autonomous operation, a weight above 2 kg, environmental sensors, network connectivity and control software or AI. That sweeps in autonomous mobile robots, humanoids and quadrupeds. KAR adds that origin follows the US procurement test in 48 CFR 25.101(a), so a model built by a Korean company that misses the 65% US-content threshold is treated as foreign.
IDC's reading of the same documents, published on Oct 22, lists the exclusions: fixed industrial arms, vehicles, underwater robots, medical and mobility devices, and federal government purchases. IDC also says already-certified models can keep shipping and receive software and firmware updates through at least Jan 1, 2029, and that Conditional Approval applications are due by Jan 1, 2028. Robot vacuums and lawn mowers that meet the criteria are inside the rule.
The practical question is therefore not where a company is headquartered but where its next model is assembled and how much of its content is American.
How the exemption works, and who has one
- Husqvarna AB (Sweden)
- 305v IQ, 310v IQ, 420v IQ and 440v IQ robotic mowers
- Sept 9, 2026
- Listed in the FCC approvals table
- ANSCER Robotics (India)
- AR250, AR650 and AR1250 robotic platforms
- Sept 18, 2026
- DA 26-996
- Matic Robots (US)
- Robotic floor cleaner 4MA0001 and dock 4DK0008
- Oct 2, 2026
- DA 26-1063
- Volley Automation
- Parking AGVs and AMRs
- Oct 16, 2026
- DA 26-1114
Source: FCC Public Safety and Homeland Security Bureau public notices and their Conditional Approval tables. All approvals depend on the onshoring plan in the application and on updated vetting. Countries from the companies' own pages and MEKAWIRE's company database.
As of Oct 24, 2026
Each approval follows the same template. The Department of War reviews a submission, sends the FCC a specific determination, and the bureau removes the named devices from the list. Every approval so far is conditional on "continuing compliance with the onshoring plan" in the application and on updated vetting of the products; a false statement or a missed onshoring step can return the device to the list. Approvals without an end date stay in force as long as those conditions hold.
The pattern in the table matters more than any single entry. The four holders are a Swedish outdoor-equipment group (Husqvarna), an Indian AMR maker (ANSCER Robotics), a US home-robot start-up (Matic Robots) and the parking-robot maker Volley Automation. No Chinese or Korean robot maker appears, and no humanoid does.
Who asks for relief, and what it reveals
The sharpest signal came from a buyer, not a seller. Intel filed a petition on Oct 16 asking the FCC for an expedited waiver to keep repairing and updating the foreign-made automated guided vehicles in its US chip fabs, saying no proven domestic alternative exists. In Korea, KAR and the Korea Institute for Robot Industry Advancement set up an FCC response team in September that helps members judge whether a product is covered, calculate US content and prepare Conditional Approval files.
MEKAWIRE analysis: a model-cycle tax, not a border wall
The FCC rule taxes product cycles rather than products: whoever launches new robot models most often, which today means humanoid makers and most of all Chinese ones, pays the most, while makers with long-lived certified fleets barely notice it until 2027.
IDC's model makes the same point in numbers. It puts US humanoid revenue 41% below its pre-rule baseline in 2027 and 58% below in 2030, against 4% and 18% for household cleaning robots, which have a deep bench of certified models.
- Humanoid robots
- 41% below
- 58% below
- Household cleaning robots
- 4% below
- 18% below
- All modelled categories, foregone revenue 2026 to 2030
- n/a
- more than $6 billion
IDC trade-policy model published Oct 22, 2026. Projections by a research firm, not market statistics. MEKAWIRE derived metric: 4 robot approvals in the 80 days from July 28 to Oct 16 = one every 20 days.
As of Oct 22, 2026
The data in MEKAWIRE's own coverage support the asymmetry. One robot exemption every 20 days (80 days, four approvals) is slow for a humanoid market in which, by IDC's count, Chinese vendors shipped about 95% of units in the first half of 2026. The strongest counter-argument is that the onshoring route is real: ANSCER and Husqvarna show a foreign producer can qualify, and a Chinese humanoid maker willing to assemble in the US could follow. Against that, the rule says nothing about components, so a US-assembled humanoid can still run on Chinese actuators and magnets; IDC notes that US builders such as Figure AI and Apptronik depend on China for motors, actuators, batteries and rare earths.
Bull case for US makers: the chokepoint holds through 2028, domestic humanoid makers face little imported competition while they scale, and approvals stay rare. Bear case: rule creep to components or fixed arms raises costs for everyone, the Jan 1, 2028 deadline triggers a wave of approvals for foreign makers with US final assembly, and the protection evaporates.
What would change our view: a Conditional Approval for a Chinese or Korean humanoid, an FCC move against components, or a ruling on Intel's waiver that opens a maintenance carve-out for installed fleets.
Three dated signals: the FCC's ruling on Intel's petition in ET Docket 26-256; the next Conditional Approval notices, which have come roughly every two weeks since Sept 18; and the Jan 1, 2028 application deadline cited by IDC, by which foreign makers must show their US assembly plans.
- FCC Public Notice DA 26-786, July 28, 2026
- Foreign-produced advanced robotic devices: mobile, networked, over 2 kg (humanoids, quadrupeds, AMRs)
- No new FCC equipment authorization; certified models keep selling
- Department of War Conditional Approval tied to an onshoring plan
- Place of production; 65% US content (KAR reading)
- US humanoid revenue 58% below baseline in 2030
- 4 (Husqvarna, ANSCER, Matic, Volley)
Why it matters
The Covered List entry is the first US measure that applies to robots as a product class rather than to named companies. It works through radio certification, so it hits the moment a maker wants to launch a new model, not the moment a robot crosses the border.
For investors this turns product cadence into a risk factor. A humanoid company that refreshes hardware every year now has to plan US launches around a Department of War review or a US assembly line.
Rival analysis
Chinese humanoid makers such as Unitree and AgiBot carry the largest exposure because they dominate shipments and iterate fast; they keep selling certified models but cannot add new ones without US assembly. Korean makers such as Rainbow Robotics and Doosan Robotics are caught by the place-of-production test unless they meet the 65% content threshold, which explains the KAR response team.
US makers such as Figure AI, Apptronik, Agility Robotics and Tesla gain relative protection on finished robots but remain tied to Asian components, which the rule does not touch. European and Indian AMR makers have shown that the approval route works for them.
Valuation context
IDC puts foregone US robotics revenue above $6 billion over 2026 to 2030, more than $2 billion of it in 2030, and US growth in the categories it models falling from about 13% to about 9% a year. These are model projections from a research firm, not market data, and should be read as a direction rather than a forecast to trade on.
For US humanoid makers the rule supports the domestic-supply narrative behind recent rounds, but it also removes cheap imported benchmarks that customers use to negotiate price.
Supply-chain implications
The rule covers the finished device by place of production. Actuators, reducers, motors, batteries and magnets are not listed, so a US final-assembly line using Chinese parts can qualify for a Conditional Approval if the onshoring plan satisfies the Department of War.
IDC expects nearshoring to concentrate on final assembly. The risk for integrators is a later extension to components, which would hit every humanoid bill of materials in the US at once.
Signals to watch
The FCC decision on Intel's waiver petition (ET Docket 26-256), which will show whether installed fleets get a maintenance carve-out.
The next Conditional Approval notices; a first approval for a Chinese or Korean humanoid would mark the route as open to the dominant producers.
The Jan 1, 2028 filing deadline cited by IDC and any announcements of US final assembly by Asian robot makers before then.
Analyst view
Thesis: the rule is a tax on model cycles that falls hardest on humanoids and on Chinese makers, while protecting finished-robot assembly in the US without touching components. Confidence: medium. The legal text is clear, but approvals are few and the Department of War's criteria are not public, so the strictness of the route is still unknown.
Questions you should be asking
For robot makers selling in the US: which models are already certified, and how many planned launches before 2028 need a new authorization?
For US humanoid makers: what share of actuator and battery content comes from China, and what happens to the plan if the Covered List extends to components?
For Korean exporters: does the next model meet 65% US content, and if not, is a US assembly partner or a Conditional Approval file in preparation?