# Who makes the batteries?

> Markdown twin of https://web-production-180a9.up.railway.app/topics/batteries · https://web-production-180a9.up.railway.app/topics/batteries.md

## On this layer

- org — [Tesla](https://web-production-180a9.up.railway.app/companies/tesla) (5)
- org — Agibot (2)
- regulator — [Fcc](https://web-production-180a9.up.railway.app/companies/fcc) (2)
- org — Galbot (2)
- org — humanoid robots (2)
- org — LimX Dynamics (2)
- org — [NVIDIA](https://web-production-180a9.up.railway.app/companies/nvidia) (2)
- org — UBTECH (2)
- org — [Unitree](https://web-production-180a9.up.railway.app/companies/unitree) (2)
- org — XPeng (2)
- org — Anduril (1)
- org — Beijing Humanoid Robot Innovation Center (1)
- org — [Boston Dynamics](https://web-production-180a9.up.railway.app/companies/boston-dynamics) (1)
- org — BYD (1)
- org — CATL (1)
- org — CHERY (1)
- org — Deep Robotics (1)
- org — Drones owned by the Pentagon (1)
- org — electric vehicle makers building humanoids (1)
- org — [Fourier Intelligence](https://web-production-180a9.up.railway.app/companies/fourier) (1)
- org — global cell capacity (1)
- org — hand durability past a few thousand grasp cycles. (1)
- org — Harmonic Drive (1)
- org — Harmonic Drive Systems (1)
- org — Hexagon Robotics (1)
- org — Hyundai (1)
- org — [Intel](https://web-production-180a9.up.railway.app/companies/intel) (1)
- org — Leju (1)
- org — Leju Robotics (1)
- org — Li Auto (1)
- org — MP Materials (1)
- org — Nabtesco (1)
- org — Niron Magnetics (1)
- org — Panasonic (1)
- org — precision reduction gears (1)
- org — Red Cat Holdings (1)
- org — Regal Rexnord (1)
- org — RoboSense (1)
- org — Robotera (1)
- org — Saronic (1)
- org — Schaeffler (1)
- org — Shield AI (1)
- org — Skydio (1)
- org — Sony (1)
- org — sub-10nm logic capacity (1)
- org — the number of humanoid robots within the next decade (1)
- org — top five global players in humanoid robots (1)
- org — [Toyota](https://web-production-180a9.up.railway.app/companies/toyota) (1)
- org — TRON 2 (1)
- org — VAC (1)
- org — ZiNovaLabs (1)

## Who captures

- Tesla (4)
- @kyleichan (1)
- Li Auto (1)
- ZiNovaLabs (1)
- Nabtesco (1)
- Agibot (1)
- Unitree Robotics (1)
- @ricci_nov (1)
- youtube.com (1)

## Sourced numbers

- **TRON 2:** 1 units
  - _"TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces."_
  - Source: [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.

@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768)
- **the number of humanoid robots within the next decade:** 1,000,000,000 units
  - _"Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle that accelerates after starting slowly."_
  - Source: [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2094805518791631029)
- **precision reduction gears:** 60 units
  - _"Nabtesco states on its own site that it holds approximately 60% of the global market for the precision reduction gears in industrial robot joints."_
  - Source: [@LeoKharon on X](https://x.com/LeoKharon/status/2094515863000883546)
- **sub-10nm logic capacity:** 92 units
  - _"Roughly 92% of the world's sub-10nm logic capacity sits on one island."_
  - Source: [@LeoKharon on X](https://x.com/LeoKharon/status/2094515863000883546)
- **global cell capacity:** 80 units
  - _"Battery cells go back to China: over 80% of global cell capacity, about 99% of LFP."_
  - Source: [@LeoKharon on X](https://x.com/LeoKharon/status/2094515863000883546)
- **Optimus cost curves:** $0
  - _"Building actuators and batteries at automotive volume means Optimus cost curves could drop faster than any pure-play robotics startup can match."_
  - Source: [@OperationsPLS on X](https://x.com/OperationsPLS/status/2094442352513614027)
- **humanoid robots:** 22,000 units
  - _"In the first half of 2026, it produced roughly 22,000 units globally, making up almost all such shipments."_
  - Source: [US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed](https://x.com/dailytechonx/status/2094257970854977683)
- **top five global players in humanoid robots:** 86 units
  - _"together captured 86% of worldwide shipments during that same period."_
  - Source: [US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed](https://x.com/dailytechonx/status/2094257970854977683)
- **Humanoid robots:** 500,000 units
  - _"industry-wide estimates pointing toward roughly 500,000 units/year by 2027 across Optimus, Figure, 1X, Unitree, and others."_
  - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
- **Drones owned by the Pentagon:** 200,000 units
  - _"The Pentagon's Drone Dominance Program has committed $1 billion to purchasing more than 200,000 drones by 2027, scaling to 340,000 by 2028."_
  - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
- **electric vehicle makers building humanoids:** 0 units
  - _"They already build batteries, motors & AI."_
  - Source: [mete on X: "EV makers building humanoids

🇺🇸 Tesla | Optimus
🇨🇳 XPENG | IRON
🇨🇳 BYD | Xiao Di
🇨🇳 CHERY | Mornine

They already build batteries, motors & AI.

Humanoids reuse same industrial stack.

That’s how they’re able to move so fast." / X](https://x.com/VaderResearch/status/2093776317728620621)
- **hand durability past a few thousand grasp cycles.:** 3,000 units
  - _"the wrist is what wears out first."_
  - Source: [@ricci_nov on X](https://x.com/ricci_nov/status/2092422257175925195)

## Pulse

- [@kyleichan on X](https://x.com/kyleichan/status/2095665606850761059)
  Transformers, optical transceivers, batteries, even upstream materials like copper and electrical steel. Many key components of the American AI data center buildout are made in China. https://t.co/VEh…
- [@tphuang on X](https://x.com/tphuang/status/2095272030279291024)
  Li Auto unveils the new generation MEGA Home @ 509.8k RMB. Has 108 kWh battery pack, 710 km range & 413 kw total power. 10 min, 500 km range. I'm not sure how well this will sell given its continu…
- [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.

@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768)
  Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovati…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2094805518791631029)
  Elon Musk thinks humanoid robots could become a bigger industry than almost anyone expects (Save this). @elonmusk said the usefulness of a humanoid robot depends on three factors, the quality of its a…
- [@LeoKharon on X](https://x.com/LeoKharon/status/2094515863000883546)
  Robotics deep dive: HUMANOID CHOKEPOINTS Almost every supply-chain post about humanoids has one country in it. Trace five critical inputs one at a time and they land in four different places. Magnets …
- [@OperationsPLS on X](https://x.com/OperationsPLS/status/2094442352513614027)
  The car-company framing undersells the real moat: Tesla's manufacturing scale. Building actuators and batteries at automotive volume means Optimus cost curves could drop faster than any pure-play robo…
- [US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed](https://x.com/dailytechonx/status/2094257970854977683)
  Skip to content Posted on August 31, 2026 In recent months, the U.S. has introduced tighter rules on robotic systems and imposed steep tariffs on imported drones and related components, citing nationa…
- [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
  The Supply Chain Shortage for UxV and Robots: Who Is Filling the Gap? Top 20 Components to Watch | New suppliers from Mexico, Taiwan, Japan, Korean | The VC and Entrepreneurs Angle Two weeks apart, tw…
- [mete on X: "EV makers building humanoids

🇺🇸 Tesla | Optimus
🇨🇳 XPENG | IRON
🇨🇳 BYD | Xiao Di
🇨🇳 CHERY | Mornine

They already build batteries, motors & AI.

Humanoids reuse same industrial stack.

That’s how they’re able to move so fast." / X](https://x.com/VaderResearch/status/2093776317728620621)
  Post Log in Sign up Post mete on X: "EV makers building humanoids 🇺🇸 Tesla \| Optimus 🇨🇳 XPENG \| IRON 🇨🇳 BYD \| Xiao Di 🇨🇳 CHERY \| Mornine They already build batteries, motors & AI. Huma…
- [IHR006 | Monthly Insight | August 2026 – Industry Humanoid Robotics](https://x.com/NewsHumanoid/status/2093221759612764529)
  Skip to content IHR006 \| Monthly Insight \| August 2026 Unitree Robotics Soars 460% in Shanghai STAR Market Debut Unitree Robotics made a striking debut on Shanghai’s STAR Market, underscoring strong…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2092422257175925195)
  @cb_doge Every humanoid demo is bottlenecked on the same three things, and none of them is the AI: actuator torque density, battery energy density, and hand durability past a few thousand grasp cycles…
- [[音楽] 中国の代表的なヒューマノイドロボット UNIT3G1 おな んだ これもすごよくできてますね。 信じられない。 その構造を探るべく日経クロステックは分解を試みました。 [音楽] 複数のベアリングを使用し、ロッドの動き に合わせて…](https://www.youtube.com/watch?v=YiHeUckng90)
  [音楽] 中国の代表的なヒューマノイドロボット UNIT3G1 おな んだ これもすごよくできてますね。 信じられない。 その構造を探るべく日経クロステックは分解を試みました。 [音楽] 複数のベアリングを使用し、ロッドの動き に合わせて足首の角度を変える仕組みと なっています。すでに中国のロボット開発 は、え、見せるだけという段階を、え、 超えてき[音楽]ているようです。部品の 1つ1つを見てい…

---

Source: Robotics insights · https://web-production-180a9.up.railway.app/topics/batteries.md