HUMANOID.INTEL
FIG.AIFigure 03+1.5B.SeriesCTSLA.BOTOptimus+8k.Units.Q1BOS.DYNAtlas+New.CEO.2026AGIL.ROBDigit+AMZN.ScaleNEURA4NE-1+$1B.SeriesDAPP.TRONApollo+$520M.ExtAUNIT.REEG1+3k.Ships.25SUNDAYHomeBot+$1.15B.ValGALBOTG1+RMB2.5B.SerBSANC.AIPhoenix+$90M.SeriesD1X.TECHNEO+$125M.SerCMIND.ROBStealth+Founded.2026FUND.YTD2026$5.8B.Raised

Supply Chain Intelligence

Key suppliers and components powering the humanoid robotics industry

Suppliers Tracked
29
Categories
6
Customer Relationships
25

Compute & AI Chips

5 suppliers
SupplierProductsKey CustomersHQCriticality
Nvidia
Jetson ThorJetson OrinBlackwell GPUs
USAcritical
Qualcomm
Snapdragon RideRobotics RB5/RB6
USAhigh
Intel
RealSense D400/L500Movidius VPU
USAmedium
Texas Instruments
TDA4VMAM62Amotor drivers
Multiple OEMs
USAmedium
AMD
Ryzen EmbeddedKria KR260
USAmedium

Actuators & Motors

6 suppliers
SupplierProductsKey CustomersHQCriticality
Maxon Motor
EC-i seriesIDX drives
Switzerlandcritical
TQ RoboDrive
ILM series frameless motors
Germanyhigh
Gyems
RMD series actuators
Chinahigh
T-Motor
AK series quasi-direct drive
Chinahigh
Genesis Robotics
LiveDrive actuators
Canadamedium
Tesla (in-house)
Custom rotary + linear actuators
USAcritical

Sensors & Vision

5 suppliers
SupplierProductsKey CustomersHQCriticality
Intel RealSense
D455, D456, L515
Multiple OEMs
USAhigh
Stereolabs
ZED 2i, ZED X
Francemedium
Luxonis
OAK-D series
Research labsUnitree
USAmedium
Ouster/Velodyne
OS0/OS1 LiDAR
USAmedium
OnRobot / Contactile
Tactile sensors
Denmark / Australiamedium

Batteries & Power

4 suppliers
SupplierProductsKey CustomersHQCriticality
Samsung SDI
21700 cells, custom packs
South Koreacritical
CATL
Custom pouch cells
Chinahigh
LG Energy Solution
Cylindrical cells
South Koreahigh
Molicel
P45B high-drain cells
Canadamedium

Dexterous Hands

4 suppliers
SupplierProductsKey CustomersHQCriticality
Wonik Robotics
Allegro Hand v4
Research labs
South Koreahigh
Shadow Robot
Dexterous Hand E
Research labsSanctuary AI
UKmedium
Tesollo
Custom anthropomorphic hands
South Koreamedium
PSYONIC
Ability Hand
USAmedium

AI Software Stack

5 suppliers
SupplierProductsKey CustomersHQCriticality
Nvidia
Isaac SimGR00TCosmos
Nearly all humanoid OEMs
USAcritical
Physical Intelligence
π0 foundation model
Undisclosed OEMs
USAhigh
Skild AI
Generalist robot brain
ABBUniversal RobotsFoxconn
USAhigh
Google DeepMind
Gemini Robotics, RT-2
Research ecosystem
USAhigh
Hugging Face
LeRobot framework
Open-source community
USAmedium