Supply chain

Of 105 recorded supply relations, only 38 are confirmed by the supplier or the customer. The rest are media reports or industry talk, so each row shows its grade.

Data as of 2026-10-29 · supplier country follows headquarters

By supplier country

  • China 49 records
  • South Korea 28 records
  • United States 18 records
  • Germany 3 records
  • Japan 3 records
  • Switzerland 2 records
  • Slovenia 1 record
  • United Kingdom 1 record

By confidence

  • Reported 38 records
  • Official 38 records
  • Rumor 29 records

By part

Vision & lidar 19 records

Cameras and lidar that see the surroundings and measure distance. The robot's eyes.

SupplierCustomerProductConfidenceSourceAs of
RealSense United StatesDobotRealSense D455 depth cameraOfficialdobot-robots.com2026-10
RealSense United StatesLeju Robotics2 RealSense D405 wrist cameras (MaxA/MaxB)Officialgithub.com2026-10
Samsung Electro-Mechanics South KoreaTeslaCamera (sensing) modules for humanoidsRumorhankyung.com2026-07
SOS Lab South KoreaBoston DynamicsLidarRumorv.daum.net2026-06
Guangdong Hongjing Optoelectronic Technology ChinaAgiBot (Zhiyuan Robotics)Full vision system for the Yuanzheng (远征) series (interaction, stereo depth and RGB-D cameras)Reportednews.10jqka.com.cn2026-04
LG Innotek South KoreaBoston DynamicsVision sensing system and camera modulesReportednews.mtn.co.kr2026-04
LG Innotek South KoreaTeslaCamera modulesRumorlanjinger.com2026-04
Hesai Group ChinaGalbotJT series lidarOfficialseekingalpha.com2026-03
Hesai Group ChinaMagicLabJT series lidarOfficialseekingalpha.com2026-03
Hesai Group ChinaUnitree RoboticsJT128 lidarOfficialseekingalpha.com2026-03
LG Innotek South KoreaFigure AICamera modules for robotsReportednews.mtn.co.kr2026-03
RoboSense ChinaAgiBot (Zhiyuan Robotics)Robotics lidar/sensors (product not specified)Officialkyodonewsprwire.jp2026-03
RoboSense ChinaEngineAIRobotics lidar/sensors (product not specified)Officialkyodonewsprwire.jp2026-03
RoboSense ChinaGalbotRobotics lidar/sensors (product not specified)Officialkyodonewsprwire.jp2026-03
RoboSense ChinaUnitree RoboticsRobotics lidar/sensors (product not specified)Officialkyodonewsprwire.jp2026-03
Orbbec ChinaAgiBot (Zhiyuan Robotics)3D vision sensorsReportedforbes.com.au2026-02
Orbbec ChinaUBTECH Robotics3D vision sensorsReportedforbes.com.au2026-02
Orbbec ChinaBeijing Humanoid Robot Innovation Center (X-Humanoid)3D vision sensorsReportedforbes.com.au2026-02
Samsung Electro-Mechanics South KoreaRainbow RoboticsCamera modules for robotsRumordealsite.co.kr2025-01

AI chip 17 records

The computer that runs physical AI models: seeing, deciding and computing motion.

SupplierCustomerProductConfidenceSourceAs of
NVIDIA United States1X TechnologiesJetson Thor (NEO Cortex)Official1x.tech2026-10
NVIDIA United StatesBooster RoboticsJetson Thor T5000 (Pro edition)Officialbooster.tech2026-10
NVIDIA United StatesEngineAIJetson Orin NX / AGX OrinOfficialen.engineai.com.cn2026-10
NVIDIA United StatesGalbotJetson AGX Orin 64GBOfficialgalbot.com2026-10
NVIDIA United StatesHumanoidJetson ThorOfficialthehumanoid.ai2026-10
NVIDIA United StatesMentee Robotics (Mentee by Mobileye)Jetson AGX Orin ×2Reportedinterestingengineering.com2026-10
Dioo Microcircuits ChinaUnitree RoboticsLow-power USB3.2 Gen1 redriver chipOfficialnews.10jqka.com.cn2026-08
Rockchip Electronics ChinaUnitree RoboticsSoC chip solutionsReportednews.10jqka.com.cn2026-08
D-Robotics ChinaLeju RoboticsRDK S100 robot development kitReportedcaixinglobal.com2026-03
Qualcomm United StatesNEURA RoboticsDragonwing Robotics IQ10 (reference design)Reportedtechcrunch.com2026-03
Qualcomm United StatesBooster RoboticsDragonwing industrial processorOfficialeenewseurope.com2026-01
Qualcomm United StatesFigure AIQualcomm platform (chip not disclosed)Reportedeenewseurope.com2026-01
Qualcomm United StatesVinMotion (Motion 2 humanoid, demonstrated at CES 2026)Dragonwing IQ9Officialeenewseurope.com2026-01
NVIDIA United StatesAgility RoboticsJetson AGX ThorOfficialstoragenewsletter.com2025-08
NVIDIA United StatesBoston DynamicsJetson AGX ThorOfficialstoragenewsletter.com2025-08
NVIDIA United StatesFigure AIJetson AGX ThorOfficialstoragenewsletter.com2025-08
NVIDIA United StatesPAL RoboticsJetson AGX Orin (AI kit)Officialpal-robotics.com2025-07

Robot hand 15 records

The hand that grasps and handles objects. More finger joints (degrees of freedom) allow finer work.

SupplierCustomerProductConfidenceSourceAs of
Inspire Robots (Beijing Inspire Technology) ChinaAgiBot (Zhiyuan Robotics)Dexterous hand (product not specified)Reportedinspire-robots.com2026-10
Inspire Robots (Beijing Inspire Technology) ChinaAgility RoboticsDexterous hand (product not specified)Reportedinspire-robots.com2026-10
Inspire Robots (Beijing Inspire Technology) ChinaGalbotDexterous hand (product not specified)Reportedinspire-robots.com2026-10
Inspire Robots (Beijing Inspire Technology) ChinaNEURA RoboticsDexterous hand (product not specified)Reportedinspire-robots.com2026-10
Inspire Robots (Beijing Inspire Technology) ChinaNoetix RoboticsDexterous hand (product not specified)Reportedinspire-robots.com2026-10
Inspire Robots (Beijing Inspire Technology) ChinaShanghai Humanoid Robotics Innovation Center (OpenLoong)Dexterous hand (product not specified)Reportedinspire-robots.com2026-10
Inspire Robots (Beijing Inspire Technology) ChinaUBTECH RoboticsDexterous hand (product not specified)Reportedinspire-robots.com2026-10
Inspire Robots (Beijing Inspire Technology) ChinaUnitree RoboticsRH56DFTP/RH56DFQ dexterous hands (H2-specific versions)Reportedinspire-robots.com2026-10
Inspire Robots (Beijing Inspire Technology) ChinaBeijing Humanoid Robot Innovation Center (X-Humanoid)Dexterous hand (product not specified)Reportedinspire-robots.com2026-10
Inspire Robots (Beijing Inspire Technology) ChinaXiaomiDexterous hand (product not specified)Reportedinspire-robots.com2026-10
Shadow Robot Company United KingdomGoogle DeepMindDEX-EE robot handOfficialshadowrobot.com2026-10
LG Innotek South KoreaLG ElectronicsFive-finger robot hand with tactile sensing and camera sensors (home robot CLOiD)Reportedinews24.com2026-09
Hyundai Mobis South KoreaBoston DynamicsAtlas hand gripperReportedv.daum.net2026-06
Shenzhen Zhaowei Machinery & Electronics ChinaTeslaMicro drive train for dexterous hands (micro motor + gearbox; 3rd generation: brushless motor + micro screw)Rumorsfccn.com2026-03
Wonik Robotics South KoreaMeta (FAIR)Allegro Hand with tactile integration based on Digit PlexusOfficialai.meta.com2024-10

Actuator 12 records

A joint module that packs the motor, reducer and sensors together. It works as the robot's muscle.

SupplierCustomerProductConfidenceSourceAs of
Samhyun South KoreaCompany announcement (2026-09-21). Undisclosed global humanoid customer, supply to North America from December 2026, value and volume under NDA. Money Today described it as a 'North American humanoid company'. Preceded by a prototype order premised on mass production in 2026-06Initial production of AXLON joint actuators (integrated motor, reducer and controller)Officialfinance-scope.com2026-09
Sanhua Intelligent Controls ChinaTeslaLinear actuators (electromechanical actuators)Rumoritiger.com2026-09
Ningbo Tuopu Group ChinaTeslaLinear and rotary actuators, dexterous hand motorsRumoreu.36kr.com2026-09
ROBOTIS South KoreaGoogle DeepMindDYNAMIXEL servos (ALOHA research platform)Reportedv.daum.net2026-07
Samhyun South KoreaBoston DynamicsAtlas actuatorsRumorhankyung.com2026-06
HL Mando South KoreaBoston DynamicsSpot (quadruped) actuatorsReportedhankyung.com2026-05
HL Mando South KoreaTeslaActuators for humanoids (aimed at 4th-generation Optimus)Rumorhankyung.com2026-05
Schaeffler GermanyHumanoidJoint actuators (preferred supplier, over 50% of demand for the wheeled platform)Officialthehumanoid.ai2026-05
Hyundai Mobis South KoreaBoston DynamicsProduction joint actuators for AtlasOfficialen.prnasia.com2026-01
Ningbo Zhenyu Technology ChinaTeslaLinear actuators (inverted planetary roller screw)Rumorhumanoid.guide2026
Schaeffler GermanyNEURA RoboticsCo-development and supply of planetary-gear joint actuators (up to 250Nm)Officialrobotics247.com2025-11
ROBOTIS South KoreaTeslaDYNAMIXEL servos (Optimus prototype)Rumorv.daum.net2025-03

Other 9 records

Assembles robots from parts or builds them under contract.

SupplierCustomerProductConfidenceSourceAs of
Shenzhen Everwin Precision (Changying) ChinaTeslaPrecision parts for dexterous hands, joints and drives; full assemblyRumoreu.36kr.com2026-09
Ningbo Xusheng Group ChinaTeslaJoint housings and torso/skeleton structural partsRumoreu.36kr.com2026-09
Hwashin Jeonggong South KoreaBoston DynamicsLightweight aluminum leg frames, joint structures and body modulesRumorhankyung.com2026-06
Seoyon E-Hwa South KoreaBoston DynamicsAtlas exterior partsRumorhankyung.com2026-06
SL Corporation South KoreaBoston DynamicsAtlas headlampsRumorhankyung.com2026-06
Sungwoo Hitech South KoreaBoston DynamicsAtlas outer covers (cases)Rumorhankyung.com2026-06
Bosch GermanyHumanoidContract manufacturing of HMND 01 in Europe (DfX and supply chain support)Officialtherobotreport.com2026-05
Lens Technology ChinaCustomer not disclosed: on 2026-01-14 the company said it had become a 'tier-1 core supplier to a leading North American robot customer' and that its head module had passed customer certification. Tesla was not named.Head module, joint modules, dexterous hand, body shell and full assemblyOfficialeu.36kr.com2026-01
Jabil United StatesApptronikGlobal contract manufacturing of ApolloOfficials27.q4cdn.com2025-02

Battery 7 records

The power pack inside the torso. Its capacity sets how long the robot can work on one charge.

SupplierCustomerProductConfidenceSourceAs of
LG Energy Solution South KoreaLG ElectronicsRobot batteries (home robot CLOiD)Reportedv.daum.net2026-09
Jiangsu Azure Corporation ChinaUnitree RoboticsLithium cells (subsidiary Tianpeng Power)Officialnews.10jqka.com.cn2026-08
LG Energy Solution South KoreaFigure AIBatteries for humanoidsRumorv.daum.net2026-07
LG Energy Solution South KoreaUnitree RoboticsBatteries for humanoidsRumorv.daum.net2026-07
LG Energy Solution South KoreaBoston Dynamics46-series cylindrical NCM battery cellsReportedkoreajoongangdaily.com2026-02
LG Energy Solution South KoreaTeslaCylindrical battery cellsReportedkoreajoongangdaily.com2026-02
Samsung SDI South KoreaMOU with Hyundai Motor and Kia to co-develop robot-specific batteries. Supplies batteries for Hyundai's MobEDJoint development of robot-specific batteriesReportedkoreatimes.co.kr2026-02

Roller screw 7 records

Turns rotation into straight-line motion to push and pull knees and elbows. Good at holding heavy loads.

SupplierCustomerProductConfidenceSourceAs of
GSA (Rollvis) SwitzerlandTeslaPlanetary roller screw (Rollvis)Reportedhumanoid.guide2026-09
Hangzhou Xinjian Transmission ChinaTeslaPlanetary roller screwRumoreu.36kr.com2026-09
Shanghai Beite Technology ChinaTeslaPlanetary roller screwRumoreu.36kr.com2026-03
Jiangsu Hengli Hydraulic ChinaTeslaPrecision screws / linear drivesRumoreu.36kr.com2026-03
Zhejiang Rongtai Electric Material ChinaTeslaBall/planetary roller screws (subsidiary 迪子精密)Rumorsfccn.com2026-03
Zhejiang XCC Group (Wuzhou Xinchun) ChinaTeslaInverted planetary roller screwRumorsfccn.com2026-03
Zhejiang XCC Group (Wuzhou Xinchun) ChinaHangzhou Xinjian TransmissionBearings and precision machining for roller screwsOfficialeu.36kr.com2025-03

Reducer 7 records

Turns a motor's fast rotation into slower but stronger motion. Harmonic and planetary reducers are the common types.

SupplierCustomerProductConfidenceSourceAs of
Harmonic Drive Systems JapanTeslaHarmonic reducerReportedhumanoid.guide2026-09
Leaderdrive (Leader Harmonious Drive Systems) ChinaAgiBot (Zhiyuan Robotics)Harmonic reducerReportedeu.36kr.com2026-09
Leaderdrive (Leader Harmonious Drive Systems) ChinaTeslaHarmonic reducerRumorhuxiu.com2026-09
Leaderdrive (Leader Harmonious Drive Systems) ChinaUBTECH RoboticsHarmonic reducerReportedeu.36kr.com2026-09
Leaderdrive (Leader Harmonious Drive Systems) ChinaUnitree RoboticsUpper-limb (上肢) harmonic reducersReportedeu.36kr.com2026-09
SBB Tech South KoreaCustomer withheld in the disclosure for confidentiality; contract period to 2028-04-29Precision reducers for humanoid robots (about 1.2 billion won)Reportedstockhub.kr2026-05
Leaderdrive (Leader Harmonious Drive Systems) ChinaSanhua Intelligent ControlsHarmonic reducers (joint venture at Sanhua's Mexico industrial park)Officialeu.36kr.com2023-04

Tactile sensor 4 records

Lets fingertips and palms feel pressure and slip, so the robot can hold fragile objects.

SupplierCustomerProductConfidenceSourceAs of
Hanwei Electronics Group ChinaUnitree RoboticsFlexible tactile sensor (subsidiary Suzhou Nengsida)Rumornews.10jqka.com.cn2026-08
XELA Robotics JapanTesollouSkin tactile sensors integrated into DG-5FOfficialiconnect007.com2025-12
XELA Robotics JapanWonik RoboticsuSkin tactile sensor integrationOfficialiconnect007.com2025-12
GelSight United StatesMeta (FAIR)Digit 360 fingertip tactile sensor (production and sales)Officialai.meta.com2024-10

Force/torque sensor 3 records

Measures force and twist at the wrist or ankle to prevent falls and control force.

SupplierCustomerProductConfidenceSourceAs of
Keli Sensing Technology (Ningbo) ChinaUnitree Robotics6-axis force sensorReportedeu.36kr.com2026-06
Keli Sensing Technology (Ningbo) ChinaTesla6-axis force/torque sensorRumorhumanoid.guide2026
AIDIN ROBOTICS South KoreaRainbow RoboticsForce/torque sensorReportedheraldk.com2025-11

Motor 3 records

The power source that makes torque from electricity. Frameless motors drive joints and small motors drive fingers.

SupplierCustomerProductConfidenceSourceAs of
maxon SwitzerlandPollen Robotics Reachy 2 (maxon motors documented inside the Orbita joints)Motors for Orbita jointsOfficialhumanoid.guide2026-09
Wolong Electric Group ChinaUnitree RoboticsRobot drives (joint lab)Rumornews.10jqka.com.cn2026-08
Wolong Electric Group ChinaTeslaMotorsRumoreu.36kr.com2026-03

Bearing 1 record

Reduces friction so joints turn smoothly.

SupplierCustomerProductConfidenceSourceAs of
Zhejiang Changsheng Sliding Bearings ChinaUnitree RoboticsSelf-lubricating bearings for robot jointsOfficialnews.10jqka.com.cn2026-01

Encoder 1 record

Measures exactly how far a joint has turned and reports it to the controller.

SupplierCustomerProductConfidenceSourceAs of
RLS SloveniaPAL RoboticsMagnetic encodersReportedhumanoid.guide2026-09