An official humanoid.guide publication
The humanoid robot supply chain is where the next industrial fortunes are being decided. This strategic guide for suppliers from humanoid.guide maps every component market — actuators, sensors, batteries, compute — the regions and rules that shape them, and the consolidation window that closes in 2027–28.
Built on data from Goldman Sachs, Morgan Stanley, McKinsey, Bain & Company and more — every claim cited, with forecasts to 2035.
What’s inside
Sixteen chapters spanning system architecture, component markets, regional dynamics and regulation — illustrated with 27 figures and 49 strategic tables.
See the depth before you buy — the executive summary and Chapter 0 are free.
Get free previewKey numbers
Six of the numbers doing the heavy lifting in the report — every claim cited.
Who it’s for
And for those deciding whether — and when — to enter it.
The Briefing
Hand-picked component and supplier news from the humanoid.guide desk — the same signals we track for the report.
SensorsImage © Lyte — The Sunnyvale firm — founded by ex-Apple and PrimeSense engineers behind Face ID and Kinect — builds custom silicon, multimodal sensors and spatial software that let robots sense position and motion directly rather than piecing them together in software. The Maverick Silicon-led Series C values Lyte at $1.6 billion post-money, with the cash earmarked to scale production of its LyteVision sensing stack, according to the company.
ActuatorsImage © Humanoid Guide — South Korea's TPC Robotics has introduced seven in-house actuator models for humanoids: three rotary units for neck, elbow and hip joints, three linear units for higher-load areas such as the calves and thighs, and a finger-joint module for manipulation hardware. Sales will target humanoid makers in Korea and overseas, according to the report humanoid.guide cites, building on a May technology-transfer and joint-production deal with China's HCBOT.
ActuatorsImage © HIGEN RNM — The Korean motion-control firm's Human-Friendly Actuator Platform spans six standardized units from 60 to 348 Nm, pairing an AFPM motor with a 3K compound planetary gearbox for 30% less volume, 30% more torque density and backdriving torque below 1 Nm, according to the company. CEO Jae Hak Kim's pitch is that AI is making robot brains smarter while intelligence still meets the physical world at the joint – the full platform gets its showcase at CES 2027.
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Curated by humanoid.guide · Latest briefing: 4 Sep 2026 · Sources linked on each story.
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226 pages on where the value pools are forming — and how to position before consolidation begins.
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