A supply-chain journey · uncrewed systems · UK perspective

Un​screwed

The state of the uncrewed vehicle supply chain

Every drone, robot boat and planetary probe is a stack of the same 27 component layers. This is a guided tour of who actually makes them — 546 source-checked manufacturer entries, chokepoints, and gap analysis.

BALLOONASSEMBLY GROUPMAPPED ENTRIES
ProjectUNSCREWED
Sheet01 / 12
RevB
DateSEPT 2026
Basis546 live-sourced entries
Checked4/4 sample re-fetch ✓
Chapter 1 · The fleetSHEET 02 / 12

8 component domains

The grounding taxonomy catalogues the uncrewed world across eight domains — from sub-250-gram FPV quads to work-class ROVs and deep-space probes. They look nothing alike. Underneath, they are assembled from the same shelf.

FIG. 1.0 — Domain plates, typed rows per sheet of Uncrewed_Systems_Master_Taxonomy_v0_6.xlsx

The DIY domain matters more than its size suggests: it shares its entire supply chain with the attritable-drone tier proven in Ukraine.

Chapter 2 · The anatomySHEET 03 / 12

27 layers, from magnets to mission software

Pick a domain and watch the stack light up. A universal core — structures, batteries, inertial sensing, compute, connectors, autonomy — is essential nearly everywhere. The rest is domain signature: sonar defines the underwater world, radar the counter-drone world, star trackers the space world.

ROLL OVER THE VESSEL OR A LAYER TO LIGHT ITS HARDWARE · CLICK TO PIN

FIG. 2.0 — GENERAL ARRANGEMENT, GENERIC SURVEY-CLASS USV, NOT TO SCALE · layers rated Core / Common / Selective per domain (workbook, CrossRef Matrix)

Chapter 3 · The makersSHEET 04 / 12

Who builds the shelf

We traced 492 manufacturers behind these 27 layers — every entry carrying a confidence tier and a live-checked source. The regional split below is the honest one: Chinese makers appear only where they hold a dependency position, and they still account for one entry in ten.

FIG. 3.0 — 546 entries by headquarters region

Region = headquarters country. Foreign-owned UK factories are flagged per entry — chapter 8 is about exactly that distinction. Confidence: 394 confirmed on the maker's own site or filings · 113 reported by credible trade press · 7 inferred · 32 unverified leads kept visibly separate.

Chapter 4 · The red tierSHEET 05 / 12

Where the dependency actually sits

The China story is not evenly spread. It is concentrated — almost surgically — in the high-volume electric small-drone stack.

The propulsion quartet

Motors, speed controllers, propellers, flight-controller boards: trade coverage puts China at 80–90% of the global drone component chain, and even most Pentagon-cleared "Blue UAS" aircraft still fly Chinese motors. T-Motor sits on the US Entity List; the boards under most Western integrators come from Shenzhen and Guangzhou.

Cells, lidar, docks

No UK, EU or US company makes drone-grade lithium cells at meaningful scale — the entire UK "battery industry" here is pack assembly on imported cells. Automotive lidar is Chinese-led (Hesai and RoboSense are both on the US DoD's 1260H list), and DJI's Dock dominates drone-in-a-box hardware even inside UK CAA-category operations.

The magnet funnel

The deepest chokepoint is upstream of every motor, servo and gimbal on this page — the ring of sintered NdFeB magnets inside each one. China mines about 60% of magnet rare earths, refines 91%, and manufactures 94% of the magnets themselves. The funnel narrows precisely at the stage the West stopped doing.

And where it doesn't reach

Engines, sonar, radar, connectors, spacecraft subsystems: here Chinese makers barely feature at the grades these parts are actually bought at. Defence and certified-industrial buyers can't substitute a hobby-grade part for a qualified one, so it is the qualified tier that decides dependency, and in these five layers it is held by UK, European, US and allied firms. The dependency is specific, mappable territory. It can be exited layer by layer rather than all at once.

High China dependencyPartialLow / none

FIG. 4.0 — Editorial severity per layer, from sourced per-category findings · magnet stages: IEA 2025

Chapter 5 · The crossfireSHEET 06 / 12

Export controls now cut both ways

Since 2024 the component layer has become an instrument of policy on both sides. If you build, buy or invest in this sector, here's a smattering of the policy shenanigans.

WASHINGTONAPR 2024
T-Motor added to the US Entity List
The dominant drone-motor brand, designated over supply to Russia's UAV programme — contaminating existing Western fleets that fly its motors.
BEIJINGSEP 2024
China controls exports of drone-relevant components
Licensing regime covering IMUs, SAR payloads, engines and communications gear for UAVs.
BEIJINGAPR 2025
MOFCOM No. 18: seven rare earths licensed
Samarium, gadolinium, terbium, dysprosium and others put under export licence — the magnet feedstocks.
WASHINGTONDEC 2025
NDAA §842: FEOC battery ban signed
US DoD barred from advanced batteries owned, sourced, refined or produced by foreign entities of concern — a rule that cascades into allied supply chains.
LONDONAPR 2026
UK reviews Chinese 3D printers in Army use
Defence Secretary orders a security investigation after British Army FPV airframes were printed on Bambu Lab machines — consumer Chinese hardware as de facto defence production infrastructure.
BEIJINGAUG 2026
MOFCOM No. 34 targets drone dual-use items
Strengthened export control of drone-related dual-use items toward the United States.
BEIJINGNOV 2026
Suspended magnet-control extension expires
The harsher October 2025 FDPR-style rare-earth regime is suspended only until 10 November 2026.
WASHINGTONJAN 2027
US ban on Chinese magnets in weapon systems
NDAA-linked prohibition takes effect — a hard deadline that converts magnet recycling and allied magnet capacity into paid demand.

Each event is sourced in the workbook (Federal Register, MOFCOM announcements, FY2026 NDAA, UK trade press). Dates verified live during the research pass, September 2026.

Chapter 6 · The strongholdsSHEET 07 / 12

Where the West still holds the line

Six layers came back with no dominant Chinese maker at the quality tiers that matter most. In several of them the UK is not merely present but world-class.

Chapter 7 · The UK ledgerSHEET 08 / 12

What Britain makes and what it doesn't

138 UK entries cluster into a recognisable geography: acoustics on the south coast, radar around Cambridge, space in Glasgow and Harwell, carbon fibre in the Highlands. Set against that, the gaps are just as specific.

FIG. 7.0 — Stylised chart, not to scale · hover or tap a cluster to open its dossier

Confirmed strengths

  • Hydrogen flight — Intelligent Energy fuel cells, Luxfer cylinders
  • Underwater acoustics — Sonardyne, Tritech, Blueprint
  • UAS engines — UAV Engines, Rotron, RCV, Argive
  • Directed energy & jamming — DragonFire consortium, Kirintec, Chess
  • C-UAS radar — Blighter, Plextek, Navtech
  • Space subsystems — Magdrive, Nammo Westcott, AAC Clyde, SSTL
  • Carbon fibre — SGL Muir of Ord, one of two global SGL fibre hubs
  • Resilient PNT — Roke CRPA, Chronos, quantum clocks (Aquark, Infleqtion)
  • Defence propellers — Flyber, ~30,000 units/yr

Structural gaps

  • Defence-grade ESCs (electronic speed controllers: the power electronics that drive a drone's motors). Capability sits in Australia, Germany, Czechia and Spain
  • UAS servos & actuators — UK factories exist, all foreign-owned
  • Drone-grade cells — pack assembly only; Volklec the licensed exception
  • Lidar & depth cameras — zero UK manufacture found
  • GCS hardware & C2 software — no UK player at scale
  • FOG/RLG inertial — imports from France, Germany, US
  • MEMS IMU fab — a single site: Silicon Sensing, Plymouth
  • SATCOM terminals — thin beyond ALL.SPACE, Reading
Chapter 8 · The drainSHEET 09 / 12

Made in the UK. Controlled from where?

The most consistent UK pattern in this dataset is not lost factories — it is lost ownership. The plants stay; the decisions move. Individually each deal is defensible. Collectively they are a policy question.

Each transfer individually sourced (company announcements, RNS filings, press); dates re-verified live 25 September 2026.

Chapter 9 · The deficiency reportSHEET 10 / 12

Where the UK needs to get its act together

No hedging. Across 546 sourced entries, these are the layers where Britain either has nobody at all, or is one sale or one site away from having nobody. Each line is drawn from the per-category findings in the workbook.

D-01

No UK-made drone-grade battery cells. None.

Every UK "battery maker" in this map assembles imported cells; Volklec in Coventry is the single exception, on Chinese-licensed chemistry. The cells themselves come from China, Korea, Japan and Taiwan, and US FEOC-style sourcing rules are already cascading toward allies.

D-02

Not one UK defence-grade ESC maker

The part that matters is the motor-drive stage itself: a bridge of fast-switching transistors, gate drivers and control firmware that turns battery DC into the precisely timed currents a motor needs, qualified for flight vibration, temperature and current spikes. UK firms already build the neighbouring boxes, TT Electronics in DC-DC conversion and Alexander in battery management, but stop one board short. Nothing about that board is exotic: the silicon is commodity, the control theory is published, and Australia's Currawong shows a small allied firm can own the niche. What is missing is a funded product programme and a defence launch order, which is why this reappears as Opening 01.

D-03

The motor tier rides on Chinese magnets

China makes 94% of the world's sintered NdFeB magnets, the ring inside every motor, servo and gimbal on this page, and its export-control regime is live. The UK's answer so far is two recycling ventures and no primary capacity.

D-04

The Ukraine-proven attritable tier is imported wholesale

FPV flight boards, video links and propellers are near-totally Chinese, and the British Army was printing FPV airframes on Chinese desktop printers until the Defence Secretary ordered a review in 2026. In Ukraine this class is expended at higher rates than any other airborne system and is treated as ammunition rather than aircraft. Sustaining that rate is a manufacturing problem, and the UK currently manufactures almost none of the electronics involved.

D-05

Zero UK lidar or depth-camera manufacture found

Not thin. Zero, across survey-grade, automotive-grade and robotics perception, in a category the US DoD considers sensitive enough to blacklist the Chinese leaders.

D-06

Ground control: no hardware at scale, and the software was sold

No UK maker of rugged GCS hardware at scale was found, and the two strongest UK autonomy-software houses were both acquired: BlueBear by Saab in 2023, Callen-Lenz by BAE in 2025. UK crews fly UK drones from foreign-made controllers running foreign-owned code.

FRAGILE SINGLESSilicon Sensing, Plymouth — the UK's only MEMS IMU fabSGL Muir of Ord — one of two SGL carbon-fibre hubs worldwideALL.SPACE, Reading — the lone UK satcom-terminal maker

Every claim above is source-linked in the workbook's Category Summaries and Master sheets. The constructive readings of these six sit in the next chapter.

Chapter 10 · The openingsSHEET 11 / 12

Eight gaps that look like markets

Judged against demand signals found in the research — NDAA sourcing rules, the Blue UAS gap, post-Ukraine jamming demand, DJI security reviews — these are the credible UK and allied entry points.

T-01 · FORWARD THESIS · FLAGGED AS ARGUMENT, NOT SOURCED FINDING

Production is the weapon: design the automated factory now

If cheap drones are ammunition, then the factory is the magazine. Fix the component gaps above and the next bottleneck is how fast you can assemble the things, because this kind of war is won by whoever replaces losses fastest, not by whoever builds the cleverest machine. The rough shape of the answer already exists. In Ukraine, volunteers run distributed farms of 3D printers turning out drone parts. The British Army has printed FPV airframes in the field on consumer machines. The deliberate version of that idea is a factory built as a module: a containerised production line that prints the structural parts, assembles the boards, builds the wiring and tests the finished aircraft at the door, and can be copied ten times over or driven to where it is needed. None of this needs inventing. It needs engineering, and the UK has several of the pieces: it builds metal 3D-printing machines, it has deep test infrastructure, and its motorsport industry runs on exactly this kind of rapid engineering. Designing the factory unit before the demand spike is the cheap part. Whoever holds the proven, replicable production-line design when volume is suddenly needed owns the surge, as long as the supply chain holds up.

Chapter 11 · The dataSHEET 12 / 12

Explore the data

This is the dataset the whole report is built on: 546 manufacturer entries across the 27 layers, each with a confidence tier and a source link. The grid shows who makes what, and where; the red NIL cells mark where no maker was found. Pick a layer, or a single cell, and the makers appear alongside. The search box and chips narrow things down.

FIG. 11.0 — The capability console · left: makers per layer per region (hollow red = nobody found) · right: the selected layer's makers with tiers & sources