Who makes the reducers?
| Time | Entity | Sector | Event / capture |
|---|---|---|---|
| 11:10 PM ET | @smsehy | 11:10 PM ET@smsehy @smsehy on X The hand and forearm expose the real physical limits of miniature motor winding, high-ratio planetary gearing, and thermal dissipation inside a 25mm joint envelope. Volume manufacturing only works when those electromechanical modules survive millions of continuous cycles without manual shimming. | |
| 5:12 AM ET | @smsehy | 5:12 AM ET@smsehy @smsehy on X Expanding precision gear manufacturing from automotive transmissions to high-ratio robotics reducers leverages existing metallurgy and tooth grinding capacity to capture the emerging physical AI supply chain. https://t.co/ZtqpIbj6Xt | |
| 5:11 AM ET | @smsehy | 5:11 AM ET@smsehy @smsehy on X Commercial availability by 2027 requires locking in Tier 1 automotive supplier agreements for frameless torque motors, precision planetary reducers, and safety-certified power distribution architectures. https://t.co/uECfYxcSPB | |
| 5:08 AM ET | @smsehy | 5:08 AM ET@smsehy @smsehy on X Low-cost open-source hardware democratizes reinforcement learning experimentation, but transitioning from hobbyist platforms to industrial automation requires hardened bearings, precision reducers, and high-reliability motor drivers. https://t.co/zFYkoU2Jpg | |
| 5:05 AM ET | @smsehy | 5:05 AM ET@smsehy @smsehy on X Co-locating autonomy model training on shared cluster infrastructure proves that vehicle perception pipelines directly subsidize humanoid physical AI. The hardware challenge remains sourcing precision joint reducers at automotive scale. https://t.co/44ISDAYUJ4 | |
| 11:26 AM ET | $NVDA | 11:26 AM ET @MilkRoadAI on X Sam Altman is saying that OpenAI plans to build a humanoid robot, along with other designs because the world around us was built for humans (Save this). Doors, stairs, computers, tools, kitchens, vehicles, and factory equipment are all designed around the human body, a robot with a similar shape could therefore perform useful tasks without requiring people to redesign the entire world. His bigger vision is that one day, everyone could have a personal robot that handles the jobs they do not want to do like cleaning, carrying things, operating equipment, helping elderly people, or completing… | |
| 7:11 AM ET | LELeaderdrive | 7:11 AM ETLELeaderdrive Leaderdrive Approves Hong Kong H-Share Plan, but HKEX Filing Is Not Yet Verified - Humanoid Analytics Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design. Search Switch to Dark Design - easier on eyes.Switch to Light Design. Search Funding Leaderdrive Approves Hong Kong H-Share Plan, but HKEX Filing Is Not Yet Verified The STAR Market harmonic-reducer supplier is pursuing an A+H capital platform as overseas sales remain small but substantially higher-margin than its domestic business. By Humanoid… | |
| 10:31 PM ET | ZIZiNovaLabs | 10:31 PM ETZIZiNovaLabs 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 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 innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, including formwork assembly, multi-layer rebar placement and tying. TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces. Its dual arms handle construction tools and materials across different orientations and… | |
| 5:42 PM ET | @ricci_nov | 5:42 PM ET@ricci_nov @ricci_nov on X A TAM revised 5x without a shipping product means the assumptions moved, not the market — and every dollar in that curve sits past 2030, which is beyond the horizon of any semi order book being written today. The near-term BOM story for humanoids is actuators and reducers, not silicon. | |
| 5:00 PM ET | SCSchaeffler | 5:00 PM ETSCSchaeffler The hardest problem in physical AI may be the magnet, not the model Skip to content AI Learning and Artificial Intelligence Credit: Canva Actuators account for 40% to 60% of a humanoid robot’s bill of materials and China refines roughly 90% of the rare earth magnets inside them, which makes the components rather than the models the limit on scale. Europe has a 2030 cap on single country supply under the Critical Raw Materials Act, and one company, Schaeffler, building the actuators at volume. The hardest problem in physical AI is not the AI. Actuators are in short supply from a small pool of qualified manufacturers, and new capacity takes years, not quarters,… | |
| 4:01 PM ET | NANabtesco | 4:01 PM ETNANabtesco @LeoKharon on X 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 first, because that is where the argument usually stops. Every high-torque joint runs on sintered NdFeB, and on the IEA's 2024 figures China holds 91% of refined output and 94% of sintered permanent magnets, against 60% of the mining. Mining is the distributed part, and the chokepoint is the chemistry. The precision reducer is the node almost nobody names. Nabtesco states on its own site that it… | |
| 4:46 AM ET | @smsehy | 4:46 AM ET@smsehy @smsehy on X Tendon-driven actuation solves thermal mass and packing density in dexterous hands, but cable stretch over 10,000 continuous cycles destroys sub-millimeter precision. Modeling hysteresis in simulation helps, but physical calibration routines on the plant floor remain mandatory. https://t.co/8CjrAjWCds | |
| 6:18 PM ET | $TSLA | 6:18 PM ET @davidcao01 on X 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, two separate US policy actions closed off the low-cost path into American drone and robotics hardware. July 28, the FCC added foreign-made "advanced robotic devices" — humanoids, quadrupeds — to its Covered List, blocking new authorizations. August 13, the White House used Section 232 to impose tariffs of up to 100% on Chinese-made drones and their components.📷 Neither move is really about drones… | |
| 10:56 AM ET | LHLeader Harmonious Drive Systems | 10:56 AM ETLHLeader Harmonious Drive Systems China Humanoid on X: "Leader Harmonious Drive Systems, the leading harmonic reducer maker in China, is currently trading at a 386x P/E." / X Post Log in Sign up Post China Humanoid on X: "Leader Harmonious Drive Systems, the leading harmonic reducer maker in China, is currently trading at a 386x P/E." - China Humanoid @ChinaHumanoid Leader Harmonious Drive Systems, the leading harmonic reducer maker in China, is currently trading at a 386x P/E. View media View media 10:56 AM · Aug 28, 202627Views Reply Scan to get the app | |
| 9:44 AM ET | ELELECTROMATE | 9:44 AM ETELELECTROMATE @Electromate on X High-Performance Gearheads for Servo and Stepper Motors HarmonicPlanetary® HPGP / HPG / HPN / HPF / HPG Helical HarmonicDrive® CSG-GH / CSF-GH Sold & Serviced by: ELECTROMATE Toll Free Phone: (877) SERV098 Toll Free Fax: (877) SERV099 www.electromate.com sales@electromate.com Revolutionary Technology for Evolving Industries Harmonic Drive LLC engineers and manufactures precision servo actuators, gearheads and gear component sets. We work with industry-leading customers and companies of all sizes to provide both standard product and custom-engineered solutions to meet their mission critical… | |
| 9:37 PM ET | NANabtesco | 9:37 PM ETNANabtesco @smsehy on X Scaling production is the correct framing. But the binding constraint is not the assembly line. It is the actuator supply chain. Each humanoid needs 20 to 30 precision reducers. Nabtesco and Harmonic Drive control 75% of that market globally. At 100,000 units per year you are competing with every industrial robot OEM on Earth for the same components. Production speed is gated by procurement, not engineering. | |
| 1:14 AM ET | @MendysRobotics | 1:14 AM ET@MendysRobotics @MendysRobotics on X @BarrettYouTube The component supply chain half is the part that actually compounds. Whole robots are copyable in a year; harmonic reducer and roller screw capacity is not - that is machine tools and years of tolerance grinding. Did anyone quote lead times on precision reducers? | |
| 8:58 PM ET | HDHarmonic Drive | 8:58 PM ETHDHarmonic Drive @smsehy on X The supply chain concentration in precision reducers is the part most people underestimate. Harmonic Drive and Nabtesco built their positions over decades of iteration on gear tooth profiles, lubrication, and thermal management at the micron level. Scaling humanoid production to millions of units per year requires scaling reducer production by orders of magnitude. That is not a capital problem. It is a precision manufacturing knowledge problem. | |
| 8:43 PM ET | $NVDA | 8:43 PM ET @smsehy on X The picks and shovels framing is right but most people name the wrong shovels. NVIDIA gets the attention. Harmonic Drive and Nabtesco in Japan control roughly 75% of global precision reducers. Every humanoid joint, every collaborative robot wrist, runs through the same two factories. Fund ten humanoid companies. If they all need the same reducers, the production ceiling is set by component throughput in Tsu and Hotaka, not by venture capital. |