# Harmonic Drive

> Markdown twin of https://roboterminal.app/companies/harmonic-drive · https://roboterminal.app/companies/harmonic-drive.md

## On shared sources

- [Nabtesco](https://roboterminal.app/companies/nabtesco) (6)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (4)
- [Tesla](https://roboterminal.app/companies/tesla) (3)
- [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (2)
- [Panasonic](https://roboterminal.app/companies/panasonic) (2)
- [Ambarella](https://roboterminal.app/companies/ambarella) (1)
- [Amphenol](https://roboterminal.app/companies/amphenol) (1)
- [Apptronik](https://roboterminal.app/companies/apptronik) (1)
- [Archetype AI](https://roboterminal.app/companies/archetype-ai) (1)
- [AVITA](https://roboterminal.app/companies/avita) (1)
- [Booster Robotics](https://roboterminal.app/companies/booster-robotics) (1)
- [CATL](https://roboterminal.app/companies/catl) (1)
- [Contact CI](https://roboterminal.app/companies/contact-ci) (1)
- [Cooley LLP](https://roboterminal.app/companies/cooley-llp) (1)
- [Dyna Robotics](https://roboterminal.app/companies/dyna-robotics) (1)
- [ELECTROMATE](https://roboterminal.app/companies/electromate) (1)
- [FEV Consulting](https://roboterminal.app/companies/fev-consulting) (1)
- [FieldAI](https://roboterminal.app/companies/fieldai) (1)
- [Figure AI](https://roboterminal.app/companies/figure) (1)
- [Fraunhofer](https://roboterminal.app/companies/fraunhofer) (1)
- [General Motors](https://roboterminal.app/companies/general-motors) (1)
- [Harmonic Drive AG](https://roboterminal.app/companies/harmonic-drive-ag) (1)
- [Honda](https://roboterminal.app/companies/honda) (1)
- [Infineon](https://roboterminal.app/companies/infineon) (1)
- [Intel](https://roboterminal.app/companies/intel) (1)
- [Leaderdrive](https://roboterminal.app/companies/leader-drive) (1)
- [Lightwheel](https://roboterminal.app/companies/lightwheel) (1)
- [LimX Dynamics](https://roboterminal.app/companies/limx) (1)
- [McKinsey & Company](https://roboterminal.app/companies/mckinsey-&-company) (1)
- [Mentee Robotics](https://roboterminal.app/companies/mentee-robotics) (1)
- [MERPHI](https://roboterminal.app/companies/merphi) (1)
- [NEC](https://roboterminal.app/companies/nec) (1)
- [Nidec](https://roboterminal.app/companies/nidec) (1)
- [OpenAI](https://roboterminal.app/companies/openai) (1)
- [PSYONIC](https://roboterminal.app/companies/psyonic) (1)
- [Qualcomm](https://roboterminal.app/companies/qualcomm) (1)
- [Regal Rexnord](https://roboterminal.app/companies/regal-rexnord) (1)
- [Renesas](https://roboterminal.app/companies/renesas) (1)
- [RLWRLD](https://roboterminal.app/companies/rlwrld) (1)
- [RoboSense](https://roboterminal.app/companies/robosense) (1)
- [Sanctuary](https://roboterminal.app/companies/sanctuary) (1)
- [Schaeffler Group](https://roboterminal.app/companies/schaeffler) (1)
- [SKF](https://roboterminal.app/companies/skf) (1)
- [Sony](https://roboterminal.app/companies/sony) (1)
- [TE Connectivity](https://roboterminal.app/companies/te-connectivity) (1)
- [Texas Instruments](https://roboterminal.app/companies/texas-instruments) (1)
- [Toyota](https://roboterminal.app/companies/toyota) (1)
- [TRON K.K.](https://roboterminal.app/companies/tron-k.k) (1)
- [Ugo](https://roboterminal.app/companies/ugo) (1)
- [Unitree](https://roboterminal.app/companies/unitree) (1)

## Pulse

- [@smsehy on X](https://x.com/smsehy/status/2107360728722428371)
  Actuation is humanoid robotics’ largest hardware cost block. Volume production will turn that into a major precision manufacturing opportunity. Omdia put global humanoid shipments at roughly 13,000 un…
- [@smsehy on X](https://x.com/smsehy/status/2098318671886291045)
  Compute and telemetry can be scaled with capital, but precision actuator tooling, harmonic drive yields, and thermal management require rigorous mechanical execution. Hardware reliability remains the …
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095171515839029289)
  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, vehi…
- [Global Robotics Industry Converges on Japan for Humanoids Summit Tokyo 2026](https://x.com/OperationsPLS/status/2095045520729505909)
  - Global Robotics Industry Converges on Japan for Humanoids Summit Tokyo 2026 Share Leaders across robotics, physical AI, and automation gather in Tokyo this May Download media TOKYO--( BUSINESS WIRE)…
- [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329)
  Two weeks ago I posted Harmonic Drive's (TSE: 6324) order book by region, after getting an earlier claim about it wrong. China was the only region where orders fell. The company has now put a five-yea…
- [@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 …
- [IHR006 | Monthly Insight | August 2026 – Industry Humanoid Robotics](https://x.com/NewsHumanoid/status/2094061055253090327)
  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…
- [@Electromate on X](https://x.com/Electromate/status/2092971394367963313)
  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) SE…
- [@smsehy on X](https://x.com/smsehy/status/2092788510143185317)
  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 …
- [@smsehy on X](https://x.com/smsehy/status/2092416456202018976)
  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, lubricat…
- [@smsehy on X](https://x.com/smsehy/status/2092412496149938257)
  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 h…

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Source: Roboterminal · https://roboterminal.app/companies/harmonic-drive.md