# Who makes the battery?

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

## On this layer

- org — Amara Raja Energy & Mobility (1)
- org — Anduril (1)
- org — [Apptronik](https://web-production-180a9.up.railway.app/companies/apptronik) (1)
- org — Bajaj Auto (1)
- org — Balaji Amines (1)
- org — Bharat Bijlee (1)
- org — Bharat Forge (1)
- org — Bosch Limited (1)
- org — Cyient DLM (1)
- org — Divgi TorqTransfer Systems (1)
- org — Drones owned by the Pentagon (1)
- org — Exide Industries (1)
- regulator — [Fcc](https://web-production-180a9.up.railway.app/companies/fcc) (1)
- org — global cell capacity (1)
- org — [Google](https://web-production-180a9.up.railway.app/companies/google) (1)
- org — Greaves Cotton (1)
- org — Gujarat Fluorochemicals (1)
- org — hand durability past a few thousand grasp cycles. (1)
- org — Harmonic Drive Systems (1)
- org — HBL Power Systems (1)
- org — HELLA India (1)
- org — Hero MotoCorp (1)
- org — Himadri Speciality Chemical (1)
- org — [Hugging Face](https://web-production-180a9.up.railway.app/companies/hugging-face) (1)
- org — Humanoid robots (1)
- org — Japan's postal service (1)
- org — JBM Auto (1)
- org — Kaynes Technology (1)
- org — Li Auto (1)
- org — LimX Dynamics (1)
- org — Mahindra & Mahindra (1)
- org — Mahindra CIE (1)
- org — Mercedes-Benz (1)
- org — MP Materials (1)
- org — Nabtesco (1)
- org — Neogen Chemicals (1)
- org — Niron Magnetics (1)
- org — [Nvidia](https://web-production-180a9.up.railway.app/companies/nvidia) (1)
- org — Ola Electric (1)
- org — Olectra Greentech (1)
- org — Passenger vehicles (4W) (1)
- org — precision reduction gears (1)
- org — Qatar Investment Authority (1)
- org — Red Cat Holdings (1)
- plant — robot-park (1)
- org — Sansera Engineering (1)
- org — Saronic (1)
- org — Shield AI (1)
- org — Skydio (1)
- org — Sona Comstar (1)
- org — sub-10nm logic capacity (1)
- org — Syrma SGS Technology (1)
- org — Tata Motors (1)
- org — [Tesla](https://web-production-180a9.up.railway.app/companies/tesla) (1)
- org — TRON 2 (1)
- org — TVS (1)
- org — VAC (1)
- org — valuation (1)
- org — ZiNovaLabs (1)

## Who captures

- @smsehy (2)
- Li Auto (1)
- ZiNovaLabs (1)
- Nabtesco (1)
- Tesla (1)
- Hugging Face (1)
- Apptronik (1)
- @ricci_nov (1)
- Tata Motors (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)
- **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)
- **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)
- **@ErenChenAI 2093712611598549435:** $2.6million
  - _"$2.6 million"_
  - Source: [Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" / X](https://x.com/ErenChenAI/status/2093712611598549435)
- **@ErenChenAI 2093712611598549435:** 24 hrs
  - _"24 hours"_
  - Source: [Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" / X](https://x.com/ErenChenAI/status/2093712611598549435)
- **valuation:** $5billion
  - _"carried the company past a $5 billion valuation."_
  - Source: [Humanoids are for marketing, robots are the real business](https://x.com/vector__news/status/2092669106319167753)
- **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)
- **Passenger vehicles (4W):** 198,000 units
  - _"EV sales surged 84% in FY2026 to 1.98 lakh units (4.3% of the PV market). "_
  - Source: [TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map

India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who… / X](https://x.com/smsehy/status/2095049862396162208)

## Pulse

- [@smsehy on X](https://x.com/smsehy/status/2095437854948352279)
  Unboxed assembly and sub-five-second cycle times work in stamping and battery pack insertion. The physical ceiling remains paint curing, sealant curing times, and dynamic end-of-line alignment checks …
- [@smsehy on X](https://x.com/smsehy/status/2095436198517076051)
  Deeper supply chain localization in automotive cannot stop at mechanical sub-assemblies. True resilience requires regional capabilities in automotive-grade power semiconductors, microcontroller packag…
- [@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…
- [@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 …
- [@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…
- [Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" / X](https://x.com/ErenChenAI/status/2093712611598549435)
  Post Log in Sign up Post Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" - Eren Chen @ErenChenAI Hugging Face’s new $399 Micro…
- [Humanoids are for marketing, robots are the real business](https://x.com/vector__news/status/2092669106319167753)
  READ00% The Apollo that Apptronik showed the world at the end of June has two legs, a torso, a head and the general proportions of a five-foot-eight adult. The Apollo its paying customers keep asking …
- [@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…
- [TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map

India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who… / X](https://x.com/smsehy/status/2095049862396162208)
  Post Log in Sign up Post TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV pen…

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