| Actuators 8 |
|---|
| Morgan Stanley: Optimus Gen2 uses 50 DoF driven by 28 actuators (14 linear, 14 rotary); humanoids in development have 16-60 DoF. Tesla's newest hand (likely Gen3) is 22 DoF vs 27 in the human hand. |
28 actuators (14 linear + 14 rotary); 50 DoF; hand 22 DoF |
Tesla Optimus Gen2 |
US |
web.archive.org read Oct 26, 2026 |
| Morgan Stanley teardown bill per rotary actuator: frameless torque motor + torque/force sensor + harmonic reducer + cross-roller bearing (+ angular-contact bearings and 2 encoders); linear actuators: frameless torque motor + 1D force sensor + ball screw (upper body/forearm) or planetary roller screw (thigh, calf) + 4-point contact bearing + encoder. Report notes ball and planetary roller screws are both in use because of limited supply/cost of roller screws. |
rotary: harmonic; linear: ball screw upper body, roller screw legs |
Tesla Optimus Gen2 |
— |
web.archive.org read Oct 26, 2026 |
| A press relay of a BofA report says its model robot uses 16 rotary actuators (harmonic reducers) and 14 linear actuators (planetary roller screws), with a 6-DoF hand. BofA's own 2026 page says only "dozens of actuators". |
16 rotary + 14 linear = 30; hand 6 DoF |
BofA model humanoid |
— |
outlookbusiness.com read Oct 26, 2026 |
| McKinsey: OEMs coordinate 20 to 40 primary structural actuators per humanoid at kilohertz control rates with fail-operational safety logic; most use Nvidia Jetson with Elmo, Novanta (Celera Motion) or Synapticon servo controllers. |
20-40 primary actuators |
humanoid, generic |
— |
mckinsey.com read Oct 26, 2026 |
| Figure states Figure 03 is vertically integrated across actuators, batteries, sensors, structures and electronics, all designed in-house, while buying individual components from volume-capable partners. Figure 03 actuators are claimed 2x faster with better torque density; no per-robot actuator count is published on the page. |
actuators, battery, sensors, structure, electronics in-house |
Figure 03 |
US |
Vendor-reported figure.ai read Oct 26, 2026 |
| Morgan Stanley's teardown shows planetary roller screws only in the thigh and calf (8 of 14 linear actuators) and ball screws elsewhere. No Tesla statement says every linear joint uses roller screws. |
Roller screws in thigh and calf only (teardown) |
Tesla Optimus |
US |
Snippet-only en.wikipedia.org read Oct 26, 2026 |
| 36Kr reports a $685M Tesla actuator order with Sanhua Intelligent Controls and says Chinese makers hold 70% of Optimus supply-chain share. Tesla has not confirmed either figure. |
$685M order; 70% share (unconfirmed) |
Tesla Optimus |
China |
Snippet-only eu.36kr.com read Oct 26, 2026 |
| Figure pairs 100,000 robots with 3,000,000 actuators over four years: about 30 actuators per robot (a derived ratio, not a stated spec). |
3,000,000 / 100,000 = 30 actuators per robot (derived) |
Figure 02/03 (BotQ plan) |
US |
Vendor-reported figure.ai read Oct 26, 2026 |
| Motors and magnets 3 |
|---|
| Morgan Stanley: humanoids use either frameless torque motors (lower technical barriers) or coreless motors (greater technical barriers); reducers are either harmonic or planetary. |
frameless vs coreless; harmonic vs planetary |
humanoids generally |
— |
web.archive.org read Oct 26, 2026 |
| McKinsey: China controls ~69% of rare-earth mining and 90% of magnet processing and refining capacity; Musk publicly noted magnet supply constraints affected Optimus production. |
69% mining; 90% magnet processing |
global NdFeB for actuators |
China |
mckinsey.com read Oct 26, 2026 |
| humanoid.guide relays TechBuzz China component tracker: Chinese coreless cup motors from Aoyi Technology at about 100 yuan (~$14) each versus 4,000+ yuan (~$560) for imported German equivalents (Maxon, Faulhaber); roughly a 40x gap for hand-class motors. |
~CNY 100 vs CNY 4,000+ |
coreless hand motors |
China |
humanoid.guide read Oct 26, 2026 |
| Reducers 6 |
|---|
| McKinsey flags harmonic/strain-wave drives as concentrated among Harmonic Drive, Nabtesco and emerging Chinese players such as Leaderdrive; precision-bound, capital-intensive, hard to scale. |
bottleneck cluster 1 |
humanoid supply chain |
Japan |
mckinsey.com read Oct 26, 2026 |
| humanoid.guide relays PICEA Motion: a high-end strain-wave (harmonic) reducer costs $800-$1,500 per unit. A trade estimate, not an audited price. |
$800-$1,500 per high-end harmonic reducer |
humanoid joints |
— |
humanoid.guide read Oct 26, 2026 |
| humanoid.guide, relaying a TechBuzz China tracker, puts a typical full-size humanoid at about 14-15 harmonic plus 12-15 planetary reducers. |
14-15 harmonic + 12-15 planetary |
full-size humanoid |
— |
humanoid.guide read Oct 26, 2026 |
| humanoid.guide (citing J.P. Morgan): Leaderdrive holds 30-40% of China's harmonic reducer market; 2025 revenue up 47% to 570.7 million yuan and net profit more than doubled to 124.4 million yuan. |
30-40% of China harmonic market |
China harmonic reducers |
China |
humanoid.guide read Oct 26, 2026 |
| Morgan Stanley's Exhibit 50: 'Humanoids mainly use harmonic and planetary reducers, but RV reducers could be an alternative.' Cycloidal/RV is not the mainstream humanoid choice in this taxonomy. |
harmonic + planetary mainstream; RV alternative |
humanoids generally |
— |
web.archive.org read Oct 26, 2026 |
| Cone Drive (US) manufactures harmonic gearing in Traverse City, Michigan, with single-stage ratios up to 160:1 (RLC model); the page gives no torque ratings or robotics volume. A US-made harmonic source exists but its humanoid volume is undisclosed. |
up to 160:1; Traverse City MI |
harmonic gearing |
US |
Vendor-reported conedrive.com read Oct 26, 2026 |
| Screws 3 |
|---|
| McKinsey rates planetary roller screws an even more acute bottleneck than strain-wave gears: narrow supplier base (SKF named, plus select high-precision Asian suppliers), long lead times, few substitutes. |
acute bottleneck |
humanoid supply chain |
Sweden |
mckinsey.com read Oct 26, 2026 |
| 36Kr, relaying Huaxin Securities, estimates the planetary roller screws in Optimus cost about 2,000 yuan (~$280) each. |
~CNY 2,000 (~$280) per screw |
Tesla Optimus |
China |
Snippet-only eu.36kr.com read Oct 26, 2026 |
| 36Kr, relaying Huaxi Securities: the top four overseas roller-screw suppliers held about 78% of the market in 2022; Chinese makers Nanjing Machine Tool Works and Jining Boter about 8% each. |
overseas top-4 ~78% (2022); Beite 2.6M sets/yr planned |
planetary roller screws |
China |
Snippet-only eu.36kr.com read Oct 26, 2026 |
| Hands and touch 8 |
|---|
| Morgan Stanley Exhibit 48 teardown: Optimus Gen2 hands ~$9.5k (17.2% of BOM) using 12 coreless motors, 12 planetary reducers, 12 encoders, 2 6D force sensors; legs ~$7.3k thigh + $7.3k calf (13.2% each); waist and pelvis ~$7.8k (14.2%); head ~$2.1k (3.8%); battery ~$0.3k (0.5%). |
hands $9.5k = 17.2% of BOM |
Tesla Optimus Gen2 |
— |
web.archive.org read Oct 26, 2026 |
| Tesla's Optimus program lead (Q3 2026 call) called the hand the hardest hardware area, more complicated than the locomotion actuators, with bespoke gears still in development. |
hand = hardest remaining hardware; bespoke gears in development |
Tesla Optimus V3 (pre-launch) |
US |
Vendor-reported singjupost.com read Oct 26, 2026 |
| Figure developed its own first-generation fingertip tactile sensor after judging market options not durable enough; each fingertip detects forces as small as three grams. Each Figure 03 hand also has an embedded palm camera. |
3 g sensitivity per fingertip; palm camera per hand |
Figure 03 |
US |
Vendor-reported figure.ai read Oct 26, 2026 |
| Two Tesla patents (filed October 2024) describe a tendon-driven hand with actuators in the forearm, 4 DoF per finger plus 2 at the wrist. These are patent filings, not the shipping hand. |
4 DoF/finger + 2 wrist; tendons; actuators in forearm |
Tesla Optimus V3 (patent) |
US |
teslarati.com read Oct 26, 2026 |
| Tesla has not published how many actuators drive the Optimus hand. Third-party counts conflict: Morgan Stanley lists 12 coreless motors per Gen2 hand, and other accounts range from 6 to 50. None comes from Tesla. |
Not disclosed |
Tesla Optimus Gen2/Gen3 hands |
US |
en.wikipedia.org read Oct 26, 2026 |
| Meta FAIR announced Digit 360 fingertip tactile sensor: forces as small as 1 millinewton, over 18 sensing features, over 8 million taxels; GelSight Inc to manufacture and distribute it (US supplier). Digit Plexus is the open hardware-software platform. |
1 mN; 8M+ taxels; 18+ sensing features |
Meta Digit 360 / GelSight |
US |
Vendor-reported ai.meta.com read Oct 26, 2026 |
| Shadow Robot Dexterous Hand: 24 DoF driven by 20 motors (tendon-driven), 4.3 kg, two tactile fingertips as standard (up to five); price on request. The research-grade end of the range. |
24 DoF; 20 motors; 4.3 kg |
Shadow Dexterous Hand |
UK |
Vendor-reported shadowrobot.com read Oct 26, 2026 |
| Linkerbot (China) press release: shipped its 10,000th dexterous hand; Linker Hand line spans 6 to 42 DoF (flagship L30 with +/-0.2 mm repeatability); claims over 80% global share of the high-DoF hand segment (company-stated, no independent audit); $150M raised since April 2025. |
10,000th hand shipped; 6-42 DoF; >80% high-DoF share (self-reported) |
Linkerbot Linker Hand |
China |
Vendor-reported prnewswire.com read Oct 26, 2026 |
| Sensors 6 |
|---|
| McKinsey: six-axis force/torque sensors come from a limited set of robotics-focused vendors (ATI Industrial Automation, OnRobot), are calibration intensive and benefit little from auto/consumer spillover. |
limited vendors; calibration-bound |
humanoid supply chain |
US |
mckinsey.com read Oct 26, 2026 |
| humanoid.guide relays X.PIN: a six-axis force-torque sensor still costs 5,000 to 30,000 yuan (about $700-$4,200). |
CNY 5,000-30,000 (~$700-$4,200) |
6-axis F/T |
— |
humanoid.guide read Oct 26, 2026 |
| Hesai (China) JT128 robot lidar: 128 channels, 189 x 360 degree FOV, 40 m at 10% reflectivity (60 m max), 1,152,000 points/s, 265 g, 62.5 mm diameter by 73 mm tall; price not listed. Small near-field lidar sized for humanoids/robots. |
128 ch; 189x360 deg; 40 m; 265 g |
Hesai JT128 |
China |
Vendor-reported hesaitech.com read Oct 26, 2026 |
| RLS (Slovenia, Renishaw group) humanoid application page recommends AksIM-2 (hollow ring, 29-80 mm OD, up to 20-bit) for large joints, Orbis (14-bit) for space-limited rotating joints and RM08 (8 mm body, 12-bit) for fingers; all magnetic non-contact. The page does not mention dual-encoder joints. |
AksIM-2 20-bit; Orbis 14-bit; RM08 12-bit |
humanoid joint encoders |
Slovenia |
Vendor-reported rls.si read Oct 26, 2026 |
| MDT (MultiDimension, China) launched the TMR3111D TMR magnetic angle sensor on 1 July 2026 for joint position sensing in humanoid and quadruped robots: SPI absolute output with 23-bit internal format, ABZ up to 4,096 PPR, 3x3x0.75 mm DFN10 package. |
23-bit internal; 3x3x0.75 mm |
humanoid joint encoder IC |
China |
Vendor-reported aap.com.au read Oct 26, 2026 |
| ASENSING (China) automotive-grade IMU 5146 to supply Galbot humanoids (announced 13 Mar 2026): 0.05 degree attitude precision, 1,000 Hz output, EtherCAT/RS232/RS485. |
0.05 deg; 1 kHz |
Galbot |
China |
Vendor-reported autonews.gasgoo.com read Oct 26, 2026 |
| Compute 1 |
|---|
| Musk (Q3 2026 call): Tesla plans to put its in-house AI5 chip in Optimus around April 2027, about 10x the compute of AI4. |
AI5 in Optimus ~Apr 2027; ~10x AI4 compute |
Tesla Optimus |
US |
Vendor-reported singjupost.com read Oct 26, 2026 |
| Power and thermal 4 |
|---|
| Morgan Stanley's teardown lists a 2.3 kWh, 52 V chest battery pack at about $300 (~0.5% of the bill of materials). |
2.3 kWh, 52 V, ~$300 |
Tesla Optimus Gen2 |
— |
web.archive.org read Oct 26, 2026 |
| Figure 03's battery is designed and built in-house: 2.3 kWh, five hours at peak performance, structural enclosure, UN38.3 certified. |
2.3 kWh; 5 h peak run time |
Figure 03 |
US |
Vendor-reported figure.ai read Oct 26, 2026 |
| UBTECH Walker S2 swaps its own battery in about three minutes (dual-battery design) and carries 15 kg. |
autonomous battery swap in 3 minutes; 15 kg payload |
UBTECH Walker S2 |
China |
Vendor-reported ubtrobot.com read Oct 26, 2026 |
| HKUST (Guangzhou) lab page states joint-module heat generation severely restricts long-duration, high-load operation of humanoids and that active cooling of joint modules is essential; lab project is integrated liquid-cooling joint actuators. The page gives no temperature or power numbers. |
joint heat is the endurance limit (qualitative) |
humanoid joint modules |
China |
amdt.hkust-gz.edu.cn read Oct 26, 2026 |
| Wiring 2 |
|---|
| The standard fix for joint cabling is a hollow-shaft actuator so wires lie on the axis and only twist. A Unitree G1 teardown found all motor cables run through the joint centres, with XT30 connectors and CAN bus. |
bore ~1/3 of OD; XT30 + CAN on G1; igus bus cable tested >15M torsion cycles |
humanoid joints |
— |
humanoid.guide read Oct 26, 2026 |
| Menlo's open Asimov humanoid gives every actuator two XT30 ports carrying power and CAN, daisy-chained over six CAN branches; shared supply sags when several joints pull peak current. |
4 conductors per joint port; 6 CAN branches |
Menlo Asimov; Unitree G1 |
US |
humanoid.guide read Oct 26, 2026 |
| Assembly and whole robots 10 |
|---|
| Morgan Stanley puts the Optimus Gen2 "brain" (compute hardware) at about $2k per robot (~4% of the total); battery plus structural parts about $419 (~0.8%). |
brain ~4%; battery+structure ~0.8% |
Tesla Optimus Gen2 |
US |
web.archive.org read Oct 26, 2026 |
| Morgan Stanley uses the Unitree G1 (~$16k; half the DoF, no linear actuators) as its low-end comparator and Agility Digit (~$250k estimated selling price, 2025) as the high end. |
G1 ~$16k; Digit ~$250k |
Unitree G1; Agility Digit |
China |
web.archive.org read Oct 26, 2026 |
| Tesla (Q3 2026 call) says early Optimus production has started on its Fremont high-volume line, with external deliveries expected around end-2027, and that it must build a large global supply chain. |
Early production Oct 2026; deliveries ~end-2027 |
Tesla Optimus |
US |
Vendor-reported singjupost.com read Oct 26, 2026 |
| Figure says BotQ's first line can build up to 12,000 humanoids a year, with a target of 100,000 robots over four years. |
12,000/yr line capacity; 100,000 over 4 years |
Figure BotQ |
US |
Vendor-reported figure.ai read Oct 26, 2026 |
| Unitree G1 spec sheet: about 35 kg, 23 DoF (EDU 23-43), max knee torque 90 N.m (EDU 120), 13-string Li battery 9000 mAh, about 2 h, 8-core CPU, US $13.5K ex tax/shipping; EDU offers optional force-controlled three-finger hand (Dex3-1) and tactile arrays. |
23 DoF; 35 kg; 90 N.m knee; ~2 h; $13.5K |
Unitree G1 |
China |
Vendor-reported unitree.com read Oct 26, 2026 |
| Unitree H2 spec sheet: 1820 mm, about 70 kg, 31 DoF, up to 360 N.m leg-joint and 120 N.m arm-joint torque, 15 Ah (0.972 kWh) battery, about 3 h, Intel Core i5/i7 PCs plus high-power module option (page cites a 2070 TOPS chip and Thor), $29,900 base without dexterous hand; EDU has dexterous hand options. |
31 DoF; 70 kg; 360 N.m; 0.972 kWh; $29,900 |
Unitree H2 |
China |
Vendor-reported unitree.com read Oct 26, 2026 |
| Unitree R1 sells from $4,900 (R1 AIR, 20 DoF) and $5,900 (R1, 26 DoF), about one hour of battery: below the $13k-$17k bill of materials banks project for 2030. |
$4,900-$5,900; 20-26 DoF |
Unitree R1 |
China |
Vendor-reported unitree.com read Oct 26, 2026 |
| Boston Dynamics product Atlas page: 56 DoF, 1.9 m, 90 kg, 50 kg instantaneous / 30 kg sustained payload, 2.3 m reach, 4 h battery with autonomous self-swap, tactile sensing and 360-degree camera view. |
56 DoF; 90 kg; 4 h; self-swapping battery |
Boston Dynamics Atlas (product) |
US |
Vendor-reported bostondynamics.com read Oct 26, 2026 |
| 1X NEO product page: 66 lb, 5 ft 6 in, lifts 154 lb and carries 55 lb, 4 h battery, low-inertia tendon drives (torque accuracy 2%, 95% backdrivability, 0.1 mm repeatability), 22x2 hand DoF, 22 dB audible noise; page lists a $200 deposit and no retail price. |
30 kg class; tendon drive; hand 22 DoF each; 4 h |
1X NEO |
US |
Vendor-reported 1x.tech read Oct 26, 2026 |
| Morgan Stanley (citing Tesla 2022 AI Day): Optimus Gen2 shed 10 kg without losing structural performance, mainly via lightweight PEEK structural parts and high-power-density actuators; humanoid exteriors are generally aluminium alloys and plastics; reducers are mainly harmonic and planetary with RV (cycloidal) as a possible alternative; Optimus uses frameless torque motors in the body and coreless motors in hands. |
-10 kg Gen2; PEEK structural parts |
Tesla Optimus Gen2 |
— |
web.archive.org read Oct 26, 2026 |