Sep 2–9, 2026

Date: 2026-09-09
Type: ARTICLE
Desk: Robotics developments
Topics: Humanoids, Component Supply, Robot Manufacturing
Deck: Company developments across robotics, humanoid production, deployments, supply chains and robot learning.
URL: https://korthosrobotics.com/research/state-of-the-machines-humanoid-industrialization
Referenced profiles: XPeng Inc. (https://korthosrobotics.com/ecosystem/company/xpeng); NAMUGA (https://korthosrobotics.com/ecosystem/company/namuga); Neura Robotics (https://korthosrobotics.com/ecosystem/company/neura-robotics); Samhyun (https://korthosrobotics.com/ecosystem/company/samhyun); LG Electronics (https://korthosrobotics.com/ecosystem/company/lg-electronics); Shenzhen Everwin Precision Technology Co., Ltd. (https://korthosrobotics.com/ecosystem/company/everwin-precision); Wandercraft (https://korthosrobotics.com/ecosystem/company/wandercraft); Lingyi iTech (https://korthosrobotics.com/ecosystem/company/lingyi-itech); Minth Group (https://korthosrobotics.com/ecosystem/company/minth-group); Lens Technology (https://korthosrobotics.com/ecosystem/company/lens-technology); TPC Robotics (https://korthosrobotics.com/ecosystem/company/tpc-robotics); Agility Robotics (https://korthosrobotics.com/ecosystem/company/agility-robotics); Humanoid (https://korthosrobotics.com/ecosystem/company/humanoid-hmnd); Tesla (https://korthosrobotics.com/ecosystem/company/tesla)

Title: Humanoid production and supply chain — 2–9 September 2026
Deck: Company developments across robotics, humanoid production, deployments, supply chains and robot learning.
Edition: Sep 2–9, 2026
Archive: true
Section: Deployments
Company: Wandercraft
Date: Sep 4 2026
Source: https://www.globenewswire.com/news-release/2026/09/04/3356576/0/en/wandercraft-secures-12-calvin-40-customers-as-it-accelerates-commercial-dominance-in-industrial-humanoids.html
Profile: /ecosystem/company/wandercraft
Wandercraft disclosed 12 customers for Calvin-40 as it prepares to increase production. Initial applications include moving boxes, parcels, tyres, panels and carts in industrial and logistics workflows.
The company is extending its humanoid from transport and handling toward picking and sorting that require finer manipulation. Its production plan draws on Renault Group manufacturing, procurement and design-to-cost expertise. The customer count is a commercial milestone and does not by itself specify how many robots have been delivered.
Section: Product launches
Company: TPC Robotics
Date: Sep 2 2026
Source: https://en.edaily.co.kr/news/eda202609025282/
Profile: /ecosystem/company/tpc-robotics
TPC Robotics introduced seven humanoid actuator products: three rotary modules, three linear actuators and a finger-joint module. The range follows its development and production agreement with HCBOT.
Rotary units target neck, elbow and hip joints, while the linear actuators serve higher-load areas such as calves and thighs. TPC plans sales to domestic and overseas humanoid manufacturers through its automation distribution network. The launch establishes a component range without demonstrating mass deployment in customer humanoids.
Section: Production and supply chain
Company: XPeng
Date: Sep 8 2026
Source: https://www.xpeng.com/news/01a080371029a057bc8e8a02a2c6012b
Profile: /ecosystem/company/xpeng
XPENG commissioned a dedicated IRON humanoid production line in Guangzhou, with the first robot completing automated final assembly and walking off the line. The company described the milestone as a transition from R&D trial builds to line manufacturing.
More than 80% of core manufacturing processes are automated, using automotive quality systems and established supplier relationships. IRON combines in-house actuation and dexterous hands with onboard AI computing. The line supports the planned manufacturing ramp; commissioning does not establish that the end-2026 mass-production target has already been reached.
Company: IL / IL Mobility
Date: Sep 8 2026
Source: https://en.edaily.co.kr/news/eda202609085217/
Profile: /ecosystem/company/il
IL announced plans for a humanoid and Physical AI hub on IL Mobility’s 24,269-square-metre site. Its acquisition of the remaining shares in IL Mobility was scheduled for September 30 and had not yet completed.
The proposed smart factory would combine automotive-parts manufacturing with robot assembly, scenario validation and collection of operating data for model training. It is a facility plan built around an intended subsidiary acquisition, with no commissioned robot line or opening date established.
Company: Zhiwei Intelligent
Date: Sep 8 2026
Source: https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12591034&stockid=001339
Zhiwei Intelligent confirmed in its September 8 investor record that it was among AGIBOT’s first A-chain suppliers and had received its supplier-partner recognition. It supplies embodied-intelligence controllers and related solutions to leading humanoid customers.
Its Zhiqing controller range combines high-level AI computing and lower-level motion control across NVIDIA Jetson, Intel and Rockchip platforms. The hardware supports humanoids, industrial robots and mobile systems, connecting perception and decision-making with control. The disclosure identifies supply-chain participation without quantifying a new order or delivered robot fleet.
Company: SPG
Date: Sep 8 2026
Source: https://view.asiae.co.kr/en/article/2026090809421492220
Profile: /ecosystem/company/spg
SPG’s precision reducers were integrated into waist, hip and ankle drive modules on KAIROS, the humanoid standard platform under development at the Korea Institute of Machinery and Materials.
The reducers transmit motion and hold joint positions in areas important to balance and walking. KIMM defines and validates the drive modules while SPG supplies component technology under their 2025 actuator-development agreement. KAIROS V1 remained targeted for April 2027; the integration is a development milestone, not commercial-volume shipments.
Company: NAMUGA
Date: Sep 7 2026
Source: https://www.ajupress.com/view/20260907102070217
Profile: /ecosystem/company/namuga
NAMUGA was selected as the exclusive stereo-camera supplier for an unnamed North American company’s next-generation humanoid programme after proof-of-concept and technical validation.
The two-camera system estimates depth and spatial relationships for robot perception. Initial supply was scheduled for 2027 and mass production for 2028, so the selection is a future supply commitment rather than current volume delivery. The customer has not been publicly identified.
Company: Samhyun
Date: Sep 7 2026
Source: https://en.edaily.co.kr/news/eda202609075500/
Profile: /ecosystem/company/samhyun
Samhyun described a humanoid-actuator pipeline involving approximately 23 companies, including customer sampling, specification inclusion and prototype supply. Initial robotics revenue was being generated from prototypes, with the earliest customer’s mass production planned for Q1 2027.
Its AXLON modules combine motors, reducers, controllers and sensors. Samhyun is applying automotive automation and precision manufacturing to reduce performance differences between actuator units. It plans approximately KRW100 billion of factory investment through 2029 and initial capacity for 500,000 humanoid actuators. Those figures describe planned manufacturing capacity, not existing annual shipments.
Company: Langxin Electric
Date: Sep 7 2026
Source: https://www.bse.cn/disclosure/2026/2026-09-07/cd00994de1824977abad99de7ee6089e.pdf
Profile: /ecosystem/company/langxin-electric
Langxin Electric reported batch supply of humanoid joint motors to established customers, with RMB11.67 million in first-half robot-joint-motor revenue, up 755.3% year on year. The disclosure followed a September 4 investor meeting.
The motors convert electrical power into joint motion and extend the company’s electric-drive business into robotics. The disclosed sales provide evidence beyond sampling, although the customers were unnamed and the activity represented 1.75% of company revenue in the period.
Company: LG Electronics
Date: Sep 6 2026
Source: https://en.sedaily.com/finance/2026/09/06/lg-electronics-courts-big-tech-for-robot-actuator-orders
Profile: /ecosystem/company/lg-electronics
LG Electronics said it was discussing AXIUM actuator supply with logistics, manufacturing and robotics customers, including a Big Tech company with a meeting planned for October. Mass-production expansion and a broader order campaign remained planned for later in 2026.
AXIUM integrates motor and drive technology into robot joint modules, with nine models across different sizes. LG is adapting its appliance-motor expertise to motion hardware for CLOiD and external customers. Supply discussions do not establish completed commercial orders from the unnamed prospective buyers.
Company: Changying Precision
Date: Sep 2 2026
Source: https://sichuan.scol.com.cn/ggxw/202609/83315809.html
Profile: /ecosystem/company/everwin-precision
Changying Precision opened its embodied-intelligence component base in Yibin on September 2, with products already being sent to domestic and international robot manufacturers. The site reuses the company’s existing precision-manufacturing equipment and team.
The factory produces dexterous-hand structures, joint-module structures, precision transmission parts and torso and limb components. CNC machining, die casting and automation equipment used for battery structures can also support robot parts, allowing the company to expand its robotics supply business from an existing manufacturing base.
Company: Lingyi iTech
Date: Aug 29 2026
Source: https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12572540&stockid=002600
Profile: /ecosystem/company/lingyi-itech
Lingyi iTech disclosed operating robot assembly lines across Beijing, Chengdu, Zhengzhou, Dongguan and overseas, with mass delivery of humanoid components, joint modules and complete robots. It reported completing thousands of sets of robotics hardware and assembly services for embodied-intelligence customers.
Its manufacturing scope spans precision structures, core components, joint modules and final assembly, including structural parts and surface treatments for Honor’s Lightning programme. The disclosure concerns contract manufacturing across customer platforms, rather than a single Lingyi-owned humanoid launch.
Company: Zhenghai Magnetic Material
Date: Sep 4 2026
Source: https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?stockid=300224&id=12585912
Zhenghai Magnetic Material said orders from a global humanoid customer had entered orderly mass production. Its September 4 investor record also described work on dedicated production lines and processing of small, high-precision magnets.
The magnets support compact, high-density robot motors, with material development aimed at reducing dependence on heavy rare earths. The customer remained unnamed, and Zhenghai said its humanoid business still contributed only a limited share of overall performance.
Company: Junxing-KY
Date: Sep 8 2026
Source: https://www.moneydj.com/kmdj/news/newsviewer.aspx?a=dd2f91a9-64b1-4916-9066-6ebab5dcacd7
Junxing-KY reported a customer sample order for a newly developed involute reducer intended for humanoid joint modules. The company is also sampling robot gears and harmonic reducers.
The transmission products reduce motor speed and transmit torque for controlled joint movement. The humanoid-specific order marks entry into customer evaluation, while broader intelligent-transmission sales already include other applications. It should not be read as a confirmed volume humanoid production contract.
Company: Lenovo
Date: Sep 4 2026
Source: https://www3.xinhuanet.com/20260904/c5b585eee992422badedf78db15b7ff9/c.html
Profile: /ecosystem/company/lenovo
Xinhua documented humanoid and other robot production at Lenovo’s Southern Smart Manufacturing Base. The activity forms part of Lenovo’s Manufacturing-as-a-Service offering.
The service moves customer designs through engineering transfer, trial manufacturing and scalable production using Lenovo’s manufacturing infrastructure. Humanoids were observed on the operating floor, but the report did not identify their customers or quantify output. It establishes contract-manufacturing activity, rather than a Lenovo humanoid product launch.
Company: Minth / AGIBOT
Date: Aug 29 2026
Source: https://www.minthgroup.com/ENG/contents/113/1287.html
Profile: /ecosystem/company/minth-group
Minth opened its embodied-robot production base in Šabac, Serbia, on August 29, with robots developed by its technology partner AGIBOT manufactured locally. The first phase represents €20 million of investment.
The robots combine multimodal perception and fingertip sensing for force control and manipulation, with industrial applications including loading, material handling and inspection. The site extends Minth’s existing Serbian manufacturing network into robotics; its launch is not evidence that the larger announced production ambitions have already been achieved.
Company: Zhongzhong Lingxi
Date: Aug 28 2026
Source: https://www.stcn.com/article/detail/4149579.html
Zhongzhong Technology disclosed that subsidiary Zhongzhong Lingxi had signed an order for a flexible humanoid assembly production line. The business also supplies automation lines for automotive components and battery testing.
The order concerns equipment used to assemble humanoids, expanding the group’s production-line business from metallurgical machinery into robot manufacturing. It does not identify the subsidiary as a humanoid manufacturer or establish delivered robots or operating output from the customer’s line.
Company: Longhorn Automotive
Date: Sep 3 2026
Source: https://egs.stcn.com/news/detail/2337911.html
Longhorn Automotive said its robot-perception products had entered mass-production delivery and that development of its robot-decision products was complete.
The perception systems combine multiple sensing modes for humanoids, service robots, mobile robots and wheeled-legged machines. Its decision technology supports route planning, behaviour selection and interaction. The company disclosed cooperation with AGIBOT, Zhejiang’s humanoid innovation centre and other robot developers, extending its automotive sensing expertise into robot supply.
Company: Lens Technology
Date: Aug 22 2026
Source: https://static.cninfo.com.cn/finalpage/2026-08-22/1225491665.PDF
Profile: /ecosystem/company/lens-technology
Lens Technology’s first-half report described batch deliveries of robot components and complete-robot assembly work, alongside expansion of its manufacturing network. Overseas customers were receiving small-batch shipments ahead of a larger ramp.
Its robotics manufacturing covers force sensors, joint modules, dexterous hands and precision structures through final assembly. Lens is applying its vertically integrated consumer-electronics manufacturing capabilities to embodied hardware, with its Yong’an and overseas facilities supporting future growth. Designed capacity is not equated with current robot deliveries.
Company: Beite Technology
Date: Sep 2 2026
Source: https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?stockid=603009&id=12580846
Profile: /ecosystem/company/beite-technology
Beite Technology reported that its Kunshan screw facility’s main structure was complete and that its former Shanghai production line had been transferred to the site. Additional manufacturing capacity in Thailand remained under construction.
The company develops roller screws that convert motor rotation into linear motion for robot actuators. Humanoid work remained in customer iteration and small-batch production, while the factory expansion prepares capacity for a larger supply programme. Construction and equipment-transfer progress are not completed volume humanoid shipments.
Company: Luyou Robot
Date: Sep 2 2026
Source: https://www.jjxw.cn/article/2026/09/11/797332.html
Jiangxi Luyou Robotics signed a joint-venture agreement on September 2 for a locally branded humanoid project in Poyang Lake Ecological Science and Technology City. The planned programme includes a complete-robot production line.
The project will combine robot assembly and testing with local component, data and software infrastructure, targeting industrial and public-service applications. The signing launches a manufacturing and development programme; it does not establish an operating new line or completed robot deliveries.
Company: Agility Robotics
Date: Sep 4 2026
Source: https://www.sec.gov/Archives/edgar/data/2074973/000121390026097764/0001213900-26-097764-index.htm
Profile: /ecosystem/company/agility-robotics
Agility’s S-4 added detail behind its more-than-$300 million Digit 5 order disclosure. Approximately 1,000 robots relate to one three-year Robots-as-a-Service agreement, with deployment and manufacturing milestones and customer warrants that vest as robots are deployed.
The value represents potential multi-year contract proceeds, not current revenue or completed deliveries. RoboFab in Oregon is designed for capacity of up to 10,000 robots annually, with approximately 75% of parts sourced in the U.S. Transaction proceeds are intended partly to expand production toward that capacity.
Company: Humanoid
Date: Sep 8 2026
Source: https://www.forbes.com/sites/johnkoetsier/2026/09/08/34000-pre-orders-24-billion-pipeline-inside-europes-newest-humanoid-robot-unicorn/
Profile: /ecosystem/company/humanoid-hmnd
Humanoid outlined a partner-led manufacturing plan for HMND 01 and disclosed more than 34,000 nonbinding preorders representing approximately $2.4 billion of claimed pipeline. Those indications of interest are not completed orders or revenue.
Bosch is its European contract manufacturer, with several hundred robots planned for 2027. Schaeffler participates as investor, customer and actuator supplier, with commitments covering more than half of Humanoid’s actuator requirements through 2031. Humanoid targets beta deployments in Q4 2026 and production of 150,000 robots in 2030 through multiple contract manufacturers. These are production and commercialisation targets rather than current output.
Company: Tesla
Date: Sep 7 2026
Status: Reported supplier orders — not company-confirmed output
Source: https://www.jiemian.com/article/15061765.html
Profile: /ecosystem/company/tesla
Chinese supply-chain reporting said Tesla placed component orders corresponding to approximately 5,000 Optimus robots in early September. Tesla had not confirmed the volume, supplier allocations or completed production.
The reported orders followed commissioning work on the Fremont robot line. They indicate preparations to procure components and improve manufacturing yield, while earlier requests for suppliers to prepare higher capacity remain targets. Component procurement does not establish an equivalent number of finished humanoids.
Section: Partnerships
Company: NEURA / SECO
Date: Sep 7 2026
Source: https://neura-robotics.com/neura-robotics-seco-partnership-physical-ai-europe/
Profile: /ecosystem/company/neura-robotics
NEURA Robotics and SECO formed a partnership for SECO to design, engineer and manufacture compute modules for NEURA’s cognitive robots, including 4NE1.
The modules use Qualcomm Dragonwing processors for perception, control and edge AI. The companies also plan a NEURA Gym in Italy and collaboration on data from production environments. The agreement adds computing and manufacturing support for future robot series production rather than announcing a completed robot shipment volume.
Company: SK On
Date: Sep 9 2026
Source: https://m.etnews.com/20260909000223
Profile: /ecosystem/company/sk-on
A Yuil Robotics-led consortium with SK On was selected for a government project developing standardised, replaceable all-solid-state batteries for humanoids.
The work covers high-output cells, packs, battery-management systems and hot swapping, followed by performance and safety validation on robots. The programme aims to reduce battery integration barriers and support longer operation, but it is a development award rather than a commercially available humanoid battery system.