ⓘ About this map

Humanoid Robots & Their Suppliers

Humanoid robots went from demo reel to industry fast. The robots get the headlines. The parts get the economics.

Tesla's Optimus, Figure, Boston Dynamics, Apptronik, Agility, Unitree, UBTech, 1X — everyone is racing toward a robot that can work a shift. Most of them will not capture the economics. Some of their suppliers will.

A humanoid is actuators, harmonic-drive gears, motors, sensors, batteries, structure and a stack of AI compute. The same component makers keep showing up across competing robots. Those are the names that win regardless of which brand does.

The map highlights the shared suppliers and attaches tickers where they are public. It is early and speculative. The use is to see which parts are commodities and which are choke points before any of these ship in volume.

Companies & entities in this map

Electric Atlas, Figure 02, Phoenix, Apollo, Optimus Gen 2, Digit, H1, G1, Walker S2, CyberOne, NEO / EVE, mics, imu, encoder

Muad'Dib Capital, the Atlas of the Physical Economy. For information only — not investment advice. Company lists are representative selections curated from public sources.

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HUMANOID ROBOTS › WHO MAKES THE PARTS

Click a robot to see its component breakdown →