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More component suppliers are positioning for humanoid production ramps.
Today, Korean motion-control supplier Samhyun said it secured an order from an unnamed global humanoid robot company for mass-production prototypes of core joint actuators.
At the same time, KH Vatec is moving toward humanoid reducers, extending from precision parts and robot-adjacent components into the joint-drive layer.
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German robotics companies are starting to put Europe on the map for physical AI.
FT reports NEURA Robotics has secured $1.4B at a ~$7B valuation for humanoid and cognitive robotics.
Backing includes: Tether, Qualcomm, Amazon, Nvidia, Bosch, Schaeffler and the European Investment Bank.
According to the release, NEURA wants to scale humanoid robot production capacity from 6,000 units this year to tens of thousands next year, with a longer-term target of producing millions of AI-powered robotic arms and humanoids by 2030.
It also reports a >$1B order book for its robots, including humanoids.
NEUR

Schaeffler’s humanoid network is expansive.
Public partnerships span component supply, hosted deployments, data and R&D.
This week confirmed a Spirit AI partnership focused on embodied-data collection, humanoid core components and advanced manufacturing applications.

German robotics and autonomy companies are aiming for serious capital this year.
In March, Bloomberg said NEURA Robotics was in talks to raise ~€1B / $1.2B at a ~€4B valuation for its humanoid push.
Now it is reported SoftBank is in early talks to back Agile Robots’ ~$800M round.
In May, Helsing was said to be nearing a ~$1.2B raise at an ~$18B valuation, while drone startup Stark was seeking €300M+ at a ~€2.5B valuation.

Recent moves in the drone supply chain and manafacturing base

Recent company relationships across robotics and autonomous systems.

Latest events across the drone supply chain.

Latest acquisitions in robotics and the supporting stack