Boston Dynamics’ Atlas Supply Chain — predicted suppliers

Boston Dynamics is reportedly in the final supplier-selection stage for Atlas, with teams visiting ~10 Korean auto-parts factories to check design + mass-production capability.
Atlas production is reportedly targeted at ~30k units/year by 2028, with supplier decisions expected around 2H 2026.
At a price of around $135k, that makes this a $4b/yr market
The following are predicted suppliers from Hankyung, not confirmed.
Vision / Sensors
⭐ SL Corp (005850.KS) — headlamps
⭐ SOS Lab (464080.KQ) — LiDAR
Samsung Electro-Mechanics (009150.KS) — cameras
LG Innotek (011070.KS) — camera modules
Intel (INTC) — LiDAR
AI / Compute - Memory
Samsung Electronics (005930.KS)
SK hynix (000660.KS)
Micron (MU)
⭐ NVIDIA (NVDA)
AI / Compute - Foundation Model
NVIDIA (NVDA) — foundation model
⭐ Alphabet / Google (GOOGL) — foundation model
Battery
⭐ LG Energy Solution (373220.KS)
CATL (
Reducers
SPG (058610.KQ)
SBB Tech (389500.KQ)
Harmonic Drive Systems (6324.T)
Body / Shell
⭐ Sungwoo Hitech (015750.KQ) — outer shellLeg Modules
⭐ Hwasin Precision (126640.KQ) — leg modules
Hands / Grippers
⭐ Hyundai Mobis (012330.KS) — robot hands
ROBOTIS (108490.KQ) — grippers
Joints / Muscles / Actuators
⭐ Hyundai Mobis (012330.KS)
HL Mando (204320.KS)
ABB (ABBN.SW / ABB)
Source: Hankyung / Naver
Further Analysis - Reducers
In the article, Hankyung listed SBB and SPG for domestic suppliers and Harmonic Drive for international suppliers.
Looking at recent price action, SBB and SPG don't look like they've been selected(or it's a very well kept secret).
Harmonic drive whether they are selected for Boston Dynamics or not seem to be one of the best plays for humanoid reducers.
Two potential Korean reducer companies I've looked into before were Samhyun Co(437730.KQ) and NEOOTO (212560.KQ).
Currently the latter(NEOOTO) seems to be showing some relative strength which could be the markets giving us a hint into who the supplier will end up being.