Robot Boom Sparks Supply Chain Growth: Motors and Drives See Cost Drops
CyberRobooo · x · 2026-08-24
Amidst debates about robot utility, the reality is that the trend is a net positive for the industry. The last year has seen an explosion in brushless motors, harmonic drives, and cycloidal drives, leading to significant cost reductions. Similar to how the AV industry drove LiDAR costs down from $250K to under $4K, the robotics boom is maturing the upstream supply chain. The context includes a Chinese humanoid robot running 100m in 9.39 seconds.
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