On April 27, Chery’s Moja Robot completed the world’s first batch delivery of 220 units, marking the official transition of humanoid robots from the laboratory to commercialization. A recent report from Bank of America predicts that global sales of humanoid robots will reach 18,000 units by 2025, significantly higher than previous forecasts. In the long term, the market size may exceed $5 trillion by 2050, accelerating the realization of sci-fi scenarios.
The “Robot Industry Innovation Development Action Plan” in China clearly lists precision gear reducers as a key focus area, with special funds established in places like Beijing and Shanghai to support research and development. Recently, Shenzhen proposed an industrial development plan to accelerate the filling of core component gaps in China, promoting domestic substitution of servo systems, gear reducers, and other components, reflecting local governments’ determination to compete for industrial leadership..
As the “heart” of humanoid robot joints, gear reducers account for 30% of the total cost of the machine. Domestic companies such as Harmonic Drive and Double Ring Transmission have already broken through the patent barriers of harmonic reducers, achieving product precision at international levels and entering the top supply chains. Against the backdrop of technological iteration and cost reduction through mass production, there is hope to enhance the domestic substitution process, supporting the long-term explosive logic of the industry.
Note: The following content does not constitute any investment advice, guidance, or commitment, and is for academic discussion only.
Sixth Company: Zhaowei Electromechanical
Subfield: Micro Planetary Gear Reducers
Related Concepts: Adapted for humanoid robot dexterous hands, heads, and other miniaturized joints
Company Highlights: Leading global micro drive systems, dynamic precision of 0.01 degrees, noise below 30 decibels; provides customized finger joint solutions for Tesla’s Optimus, reducing the weight of aluminum-magnesium alloy casings; metal powder injection molding technology reduces wear, entering the supply chains of Huawei, UBTECH, etc., with a single unit valued at approximately 6,600 RMB..
Fifth Company: Qinchuan Machine Tool
Subfield: RV Gear Reducers and High-Precision Grinding Equipment
Related Concepts: Core supplier of processing equipment for humanoid robot joints
Company Highlights: The only domestic company with full industrial chain processing capabilities for RV gear reducers, five-axis linkage grinding technology breaks through gear shape precision bottlenecks, with errors ≤0.002mm; collaborates with UBTECH to develop integrated servo-driven joints, with product lifetimes exceeding 10,000 hours; independently developed planetary roller screw, validated in Tesla’s Optimus supply chain, with high capacity utilization..
Fourth Company: Haozhi Electromechanical
Subfield: Harmonic Reducers and Frameless Torque Motor Integration Solutions
Related Concepts: Supplier of high-precision joint power modules
Company Highlights: Electromagnetic direct drive technology eliminates traditional flexible wheel structures, tripling product lifespan, with industry-leading dynamic response and load capacity; six-dimensional torque sensor control precision ≤0.1Nm, supplying Tesla’s Optimus in bulk; develops integrated joint modules, with axial stiffness increased by 200%, applied in Xiaomi’s CyberOne waist rotation mechanism..
Third Company: Zhongdali De
Subfield: Full-Category Gear Reducers
Related Concepts: Provides integrated module solutions for “gear reducer + motor”
Company Highlights: A rare full-category gear reducer supplier in China, RV gear reducers rank among the top domestic products, harmonic reducers adapt to fine movements of forearms and wrists; collaborates with Zhiyuan Robotics to provide planetary reducers for the Expedition A2/Lingxi X1, with orders expected to exceed 10,000 units in 2024; modular combination reducers achieve single-stage transmission, supporting UBTECH’s Walker series robots with 44 degrees of freedom motion control..
Second Company: Double Ring Transmission
Subfield: RV Gear Reducers and New Energy Vehicle Gear Transformation
Related Concepts: Covers robot joints with loads from 3-1000KG, suitable for heavy load scenarios such as lower limbs
Company Highlights: Pioneer in domestic RV gear reducer localization, performance benchmarks against Japan’s Nabtesco, second in global market share; collaborates with Tesla and Yuzhu Technology to provide ankle joint reducer modules, with dynamic load zero-failure through 200,000 tests; first to create powder metallurgy planetary reducers, with nano-level surface treatment technology increasing gear surface hardness to over HRC60, extending lifespan by three times..
First Company: Green Harmonic
Subfield: Research and Production of Harmonic Reducers
Related Concepts: Adapted for humanoid robot rotating joints
Company Highlights: Leading domestic harmonic reducer company, innovatively breaking through overseas patent barriers with triple harmonic technology, achieving transmission precision within 30 arc seconds, with lifetimes exceeding 20,000 hours; products used in Tesla’s Optimus finger joints, showcased in the 2025 CCTV Spring Festival Gala “Fortune” robot performance demonstrating its core reducer technology; independently developed mechatronic modules to meet the miniaturization needs of humanoid robots..
Supporting original content is not easy; we request everyone to click the card below to follow and support, star mark, and get professional and valuable business research reports at the first time every day!👇👇👇👇👇👇👇👇Disclaimer: This article references official media and online news materials. If there are any errors, please refer to the latest materials. This article does not constitute any investment advice, guidance, or commitment, and is for academic discussion only. Please read carefully. The market has risks, and investment decisions should be based on rational independent thinking.