July 2026 Date: 2026-07-08 Type: ARTICLE Desk: Robotics developments Topics: Humanoids, Actuators, Component Supply Deck: Company developments across robotics, humanoid production, deployments, supply chains and robot learning. URL: https://korthosrobotics.com/research/state-of-the-machines-humanoid-supply-chain-moves Referenced profiles: Unitree (https://korthosrobotics.com/ecosystem/company/unitree-robotics); Agility Robotics (https://korthosrobotics.com/ecosystem/company/agility-robotics); Samhyun (https://korthosrobotics.com/ecosystem/company/samhyun); Boston Dynamics (https://korthosrobotics.com/ecosystem/company/boston-dynamics); Motorevo (https://korthosrobotics.com/ecosystem/company/motorevo); SKF (https://korthosrobotics.com/ecosystem/company/skf) Title: Humanoid supply chain — 8 July 2026 Deck: Company developments across robotics, humanoid production, deployments, supply chains and robot learning. Edition: July 2026 Archive: true Section: Additional funding rounds Company: Motorevo / Quanzhibo Amount: Undisclosed Round: A+++ Date: Jul 3 2026 Source: https://www.jiemian.com/article/14694516.html Profile: /ecosystem/company/motorevo Wuxi Motorevo, also known as Quanzhibo, announced an A+++ funding round led by GL Ventures, with AgiBot and LinkerBot joining as strategic industrial investors. The amount was not disclosed. The company supplies integrated joint modules, bringing actuation components together for robot manufacturers. Motorevo described the transaction as its seventh financing in approximately 18 months, following five rounds in 2025 and an A++ round in April 2026. The participation of robot and dexterous-hand developers connects its component business with downstream hardware manufacturers as it expands the joint-module programme. Section: Listings and IPO filings Company: Unitree Amount: RMB4.20B proposed proceeds Round: Proposed STAR Market IPO Date: Jul 1 2026 Status: Registration approved; offering not completed Source: https://www.csrc.gov.cn/csrc/c105906/c7642867/content.shtml Profile: /ecosystem/company/unitree-robotics China’s securities regulator approved Unitree’s IPO registration on July 1, allowing the robot manufacturer to proceed with a proposed Shanghai STAR Market offering. The approval is valid for 12 months and requires issuance to follow the submitted prospectus and underwriting plan. Unitree’s proposed RMB4.20 billion fundraising remains an offering target at this edition’s date. The prospectus allocates approximately RMB2.02 billion to intelligent-robot model research, RMB1.11 billion to robot hardware research, RMB445 million to new robot products and RMB624 million to a manufacturing base. Unitree develops humanoid and quadruped systems for research, industrial and consumer uses, with its in-house technology spanning robot hardware and control. The May prospectus reports that humanoids generated 51.78% of 2025 product revenue, up from 27.68% in 2024. It also reports more than 5,500 humanoid shipments in 2025, explicitly excluding wheeled dual-arm robots. These operating disclosures explain the proposed investment in models, hardware and production capacity; they are separate from the proceeds of the planned IPO. Section: Production and supply chain Company: Agility Date: Jun 24 2026 — prior manufacturing disclosure Source: https://www.agilityrobotics.com/content/agility-robotics-to-go-public-through-merger-with-churchill-capital-corp-xi Profile: /ecosystem/company/agility-robotics Agility’s June 24 public-listing announcement described a manufacturing model combining ownership of many of Digit’s highest-value hardware systems with external component suppliers. The company said approximately 75% of Digit parts were sourced within the United States. RoboFab in Salem, Oregon, is designed to support annual production of up to 10,000 robots; that figure describes capacity rather than current output. Digit carries out repetitive material-handling work in manufacturing, distribution and logistics environments. Agility links the hardware to its Arc software for customer integration, fleet orchestration and operational management. Its manufacturing and sourcing arrangements are intended to support wider deployments while retaining control of core robot systems. These disclosures provide prior context for the July supply-chain review. Company: Samhyun Date: Jul 8 2026 Source: https://zdnet.co.kr/view/?no=20260708163430 Profile: /ecosystem/company/samhyun Samhyun unveiled 12 AXLON robot actuators and outlined a KRW40 billion investment in an automated production line at its second Changwon factory. CEO Park Ki-won told the company’s July 8 media event that construction would run from July 2026 to April 2027, targeting annual capacity for 500,000 actuators, 1.5 million motors, one million controllers and 500,000 reducers. The range includes ten standard rotary actuators, a quasi-direct-drive unit for force control and impact absorption, and a linear actuator for high-load joints. Samhyun plans more than 90% automation on the new line and says it is discussing development or production with 21 companies. Those discussions underpin the capacity plan; customer names and production schedules were not disclosed. Company: Boston Dynamics and Hyundai Mobis Date: Jul 8 2026 — manufacturing context Source: https://bostondynamics.com/blog/boston-dynamics-unveils-new-atlas-robot-to-revolutionize-industry/ Profile: /ecosystem/company/boston-dynamics Boston Dynamics’ Atlas manufacturing programme combines robot development in the United States with Hyundai’s component and industrial network. Hyundai Mobis will supply Atlas actuators, and the companies will work together on component reliability and the pace of actuator development and production. Hyundai’s broader plans include a new robotics factory with capacity for 30,000 robots annually. Boston Dynamics’ January launch announcement said all 2026 Atlas deployments were committed to Hyundai’s Robotics Metaplant Application Center and Google DeepMind, with additional customers planned for early 2027. Atlas is intended for industrial work including material handling and order fulfilment, with autonomous battery swapping and links to manufacturing and warehouse systems. Those earlier commitments provide the production context for the July supply-chain review. Company: SKF and Leaderdrive Date: Jul 2 2026 Source: https://www.prnewswire.com/news-releases/skf-and-leaderdrive-form-a-venture-for-precision-components-in-humanoids-302816704.html Profile: /ecosystem/company/skf SKF and Leaderdrive signed an agreement to establish a China-based joint venture developing high-precision transmission components for humanoid robot joints. SKF will own 60%, and the venture is expected to begin operations at the end of 2026. Leaderdrive contributes its robotics and automation application expertise, while SKF brings bearing technology, manufacturing and supply-chain capabilities. The components are intended to provide the reliability needed for continuous industrial humanoid operation. The venture will serve Chinese customers and use SKF’s sales network to reach selected markets in Europe, Japan and the United States. Company: Lizhong and Veyjing Date: Dec 8 2025 — prior agreement Status: Framework agreement; orders determine final value Source: https://static.cninfo.com.cn/finalpage/2025-12-08/1224858448.PDF Lizhong Group’s earlier agreement with Beijing Veyjing Intelligent provides a structural-component example within the humanoid supply chain. Signed on December 8, 2025, the five-year framework envisages 5,000 sets of machined parts for humanoid robots, with an estimated value of RMB75 million. Quantities and value are forecasts; actual procurement depends on subsequent purchase orders. The parts include frames, shoulder-joint structures, dexterous-hand components, support structures, chest housings and AGV housings. Lizhong intends to apply its aluminium-alloy development, casting and CNC machining to those assemblies. The agreement is retained as prior context, rather than presented as a new July transaction. Company: LG Energy Solution Date: Jul 2 2026 Source: https://www.kedglobal.com/batteries/newsView/ked202607020005 Korea Economic Daily reported that LG Energy Solution had secured battery-supply contracts with Tesla, Boston Dynamics and Figure AI, and was in discussions with Chinese robot manufacturers including Unitree. The named customer relationships are the newspaper’s reporting; LG Energy Solution had not published announcements confirming them. The reported agreements would extend LG Energy Solution’s battery business into humanoid power systems. These batteries support robots’ onboard computing, sensing and electrically driven joints. The report links the opportunity to Korean manufacturers’ high-nickel ternary-cell capabilities, while distinguishing the three reported US contracts from continuing discussions with Chinese developers.