Body, joints and supply chain, for model companies and robot makers — sourced globally, integrated, delivered as product. Below: who makes the parts, what they cost, and who is buying.
Everything below is drawn against the same dollar axis, so a bar's length is the cost and a block's width is what that part actually costs. The first two rows are the same machine at two points on its cost curve; the third cuts the same money by where it sits on the body instead of by what it is.
Where the — makers sit, by country and — where the data goes that far — by province. Click a bubble, or filter below: a subsystem and a country to see who makes that half of the robot there, a part and a buyer to see who supplies it to that programme. Export gives you exactly what is on screen.
The other end of the same table: a supply base is only worth what the demand behind it is worth. Every maker with a humanoid on file, turned on the globe — most of them one platform and a plan, a few already placing volume orders against the index above. Drag to turn it, click a country to filter.
Tuopu, Sanhua and Shuanghuan were inside Tesla's automotive supply chain first. A decade of precision manufacturing and cost control in electric vehicles carries across to joints.
Zhejiang, Jiangsu and Shanghai hold a base dense enough to move a sample in twenty-four hours. That density is what a new site cannot stand up quickly.
Harmonic reducers at 40–60% of the Japanese price, roller screws at about half the Swiss one. Without this base, one estimate puts the same robot at 2.8 times the cost.
Body, joints and supply chain, for model companies and robot makers — sourced globally, integrated, delivered as product.
Tell us what you are building →