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Who makes the actuators?

Who captures
CubeMars31@smsehy6Unitree5Tesla4@techniahqrobot3@boxcardavid2Allient2XPENG2Agility2NVIDIA2@IDTechEx1@AGkorthos1Actuat Inc.1Core Matter1Panasonic1Festo1@asiagigi1Planar Motor1@oprydai1a16z1maxon1Boston Dynamics1@yongqianme1Lumo Robotics1Agibot1@michellelsun1Kollmorgen1IDTechEx1Apptronik1Sona1xTerra Robotics1Reach Robotics1Foundation1ROBOSEA1Sona Comstar1Harmonic Drive1TQ-RoboDrive1Infineon1LG1@ErenChenAI1@lukas_m_ziegler1https://x.com/derek__Watson1ZiNovaLabs1@OperationsPLS1Schaeffler1@Thom_Wolf11X1MassRobotics1Clone Robotics1
Sourced numbers
UBTECH1,500 units“actual deliveries for 2026 have been reduced to around 1,500–2,000 units, with priority given to the RMB 169,800 Pro version.”@CyberRobooo on X
Agility$300M“Agility claims $300M+ in multi-year customer orders for Digit 5.”@TheHumanoidHub on X
Foundation10 robots“Foundation now has around 10 Phantom humanoids deployed, according to new WSJ reporting.”@techniahqrobot on X
market opportunity$0“the companies that benefit is not only be the robot manufacturers but the real picks and shovels will be the suppliers that provide the robot’s brain, eyes, muscles, joints, sensors and nervous system.”@MilkRoadAI on X
Nvidia Isaac Groot 1.7 training data collection.32000 hrs“it was pre-trained on about 32,000 hours of uh real demonstration in human egocentric data.”From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube
the number of humanoid robots within the next decade1,000,000,000 units“Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle that accelerates after starting slowly.”@MilkRoadAI on X
Schaeffler’s agreement with Humanoid1,000,000 units“covering a seven-digit number of units.”The hardest problem in physical AI may be the magnet, not the model
Microduck's cost associated with RAM$15“even with only 1 GB of RAM, the memory alone is already 10–15% of Microduck's total price.”@Thom_Wolf on X
Forerunner K2 humanoid1,000 units“Kepler says is now entering mass production.”Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more u…
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