Humanoid robot sector remains hot, with companies from UBTECH to Tesla, and tech giants like Huawei and Xiaomi entering the market. Behind this wave of robotics, a complete industrial chain and supply system are supporting it.

UBTECH's core suppliers include Fenglong Co., Ltd., Tianqi Co., Ltd., and Haozhi Electromechanical, which provide key components and assembly capabilities. The industrial chain of Zhiyuan Robots consists of Wolong Electric Drive, Sanhua Intelligent Control, and Keli Sensors, focusing on power systems and sensor solutions.

Yushu Robotics relies on support from Shoukai Co., Ltd., Jinfab Technology, and Zhongda Lide, while Tesla's Optimus supply chain involves Top Group, Shuanghuan Transmission, and Southern Precision. Huawei has brought in Zhaowei Electromechanical, Zhejiang Rontai, and Tusda to establish its own technological system.

In NVIDIA-related humanoid robot solutions, OB Middle Light, GD Expressway, and Junsheng Electronics play important roles. Xiaomi and Xiaopeng's robot products are supported by companies like Founder Motor, Inovance Technology, and Shuanglin Shares. Lastly, FIGURE Robots are backed by suppliers such as Lingyi Manufacturing, Changying Precision, and Wuzhou Xinchun.

Looking at this supply chain diagram, the maturity of humanoid robots is far higher than expected. Each player is competing to secure the most core components and solution providers, and the industry landscape is beginning to take shape.