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The vehicle-side supply chain can be migrated to the humanoid robot industry. Mass production cost reduction is an urgent need for humanoid robots, and it is also a core opportunity for domestic suppliers. The architecture of humanoid robots is similar to that of cars: perception, decision-making, execution, and power. Taking Tesla Optimus Gen-2 as an example, we estimate that the BOM cost is about 300,000 yuan, of which the value of the planetary roller screw, six-dimensional force sensor, etc. accounts for 34%/13%. In order to achieve the value target of US$20,000-30,000, it is necessary to reduce the cost of mass production of domestically produced products. This is also the core opportunity for the domestically produced supply chain.

The current version of the hardware value split chart, linear actuators and rotary actuators account for 37%/25% of the value

Source: Tesla AI Day, Guanyan Tianxia, ​​Blue Dot Touch, MIR Rui Industry,Gaogong Robot, Zhiyan Consulting,, QY Research, China Business Intelligence Network, CICC Corporate Research Department