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Who makes the batteries?

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Tesla17BYD9Unitree7NVIDIA6Agibot5Agility5LimX Dynamics4XPeng4CATL3a16z2Austin Fab2ccpa2eu2Fcc2Feather Robotics2Flourish2Fremont2Galbot2gdpr2gigafactory-texas2Harmonic Drive2Highlanders2humanoid robots2Leju Robotics2Megafactory Texas2SES AI2UBTECH2xAI2Amprius Technologies1Anduril1AYAATECH1base's-austin-factory1Beijing Humanoid Robot Innovation Center1Boston Dynamics1Broadcom1california1Celestica1CHERY1chungju,-south-korea1Coherent1CoreWeave1Deep Robotics1Delta Intelligence1Dexory1Drones owned by the Pentagon1electric vehicle makers building humanoids1ENAC1EngineAI1Factorial Energy1FANUC1Fargo, North Dakota battery cell manufacturing plant1FlyingBasket1Fourier Intelligence1giga-texas1global cell capacity1Gotion1gulf-coast-lithium-refinery1GuRu Wireless1hand durability past a few thousand grasp cycles.1Hexagon Robotics1Horizon Robotics1Hyundai1Iceni energy storage facility1IDTechEx1iea1IHMC1Intel1JSW1LG1Li Auto1louisville-assembly-plant1Lumentum1marine-corps-base-quantico1Marvell1Meta1Mitsubishi1MP Materials1Nabtesco1Niron Magnetics1Ørsted1Packet Digital1Panasonic1plattsburgh-international-airport1precision reduction gears1Rangeview1Red Cat Holdings1Regal Rexnord1Revoy1Rincell1RoboSense1Robotera1Rockchip1RWE1Saronic1Schaeffler1Shield AI1Silanano Tech1Skydio1Snap1Sony1Stanford1sub-10nm logic capacity1the number of humanoid robots within the next decade1top five global players in humanoid robots1Toyota1Tulip Tech1u.s.-army1University of Tokyo1Upgrade Energy1VAC1Vertiv1Walden Robotics1weee1XCMG1Yaskawa1ZiNovaLabs1忠州1
Who captures
Tesla13@smsehy7BYD6Unitree3@tphuang3Agibot3Agility3NVIDIA2a16z2@techniahqrobot2SES AI2@BillHughesDC2XPeng2Ørsted1FlyingBasket1Packet Digital1@kyleichan1Tulip Tech1IHMC1@oprydai1XCMG1GuRu Wireless1Walden Robotics1Mitsubishi1Flourish1@michellelsun1Dexory1Delta Intelligence1Rincell1JSW1Silanano Tech1Feather Robotics1AYAATECH1IDTechEx1Meta1@elonmusk1CATL1RWE1@MParekh1LimX Dynamics1@PrismaXai1@WevolverApp1Revoy1Amprius Technologies1Gotion1Broadcom1Upgrade Energy1@logi_today1LG1Li Auto1ZiNovaLabs1Nabtesco1@ricci_nov1David Rogers1Rangeview1Paulina Szyzdek / HardTech VC1youtube.com1
Sourced numbers
Unitree8 hrs“Battery endurance: Unitree advertises approximately 8 hours.”@techniahqrobot on X
Tesla170 units“Tesla Energy anchors the project with 170 Megapack units providing 300 MW and 600 MWh of storage capacity alongside the onshore converter station for the Hornsea 3 offshore wind farm”@tslaming on X
Highlanders1,000 units“targeting up to 1,000 units per month from 2027”@smsehy on X
Flourish12 hrs“12-hr battery”@johnkoetsier on X
Feather Robotics10 hrs“featuring a wheeled base, 10-hour battery life, 1-meter reach, and open SDK.”@spaceandtech_ on X
Agility1.5 hrs“90 minutes of runtime and only 9 minutes to recharge”@GoingBallistic5 on X
Agibot10 hrs“AGIBOT says the A3 uses dual 1,152 Wh batteries, supports a 10-second battery swap and can run for up to 10 hours.”@techniahqrobot on X
Agility1.5 hrs“90 minutes of operation.”@techniahqrobot on X
TRON 21 units“TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces.”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
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
precision reduction gears60 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.”@LeoKharon on X
sub-10nm logic capacity92 units“Roughly 92% of the world's sub-10nm logic capacity sits on one island.”@LeoKharon on X
global cell capacity80 units“Battery cells go back to China: over 80% of global cell capacity, about 99% of LFP.”@LeoKharon on X
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.”@OperationsPLS on X
humanoid robots22,000 units“In the first half of 2026, it produced roughly 22,000 units globally, making up almost all such shipments.”US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed
top five global players in humanoid robots86 units“together captured 86% of worldwide shipments during that same period.”US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed
Humanoid robots500,000 units“industry-wide estimates pointing toward roughly 500,000 units/year by 2027 across Optimus, Figure, 1X, Unitree, and others.”@davidcao01 on X
Drones owned by the Pentagon200,000 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.”@davidcao01 on X
electric vehicle makers building humanoids0 units“They already build batteries, motors & AI.”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
hand durability past a few thousand grasp cycles.3,000 units“the wrist is what wears out first.”@ricci_nov on X
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