Humanoid supply chain — June 2026

KONEX-listed Bonsystems raised KRW14.5 billion through a third-party allotment capital increase, announcing the completed financing on June 11. The company develops robot drive components and is moving toward mass production of those systems.

The financing supports that manufacturing transition as robot makers seek production-ready joint components. Bonsystems’ business centres on the mechanical drive systems used to transmit motor power and control robot movement, placing the investment in the component supply chain rather than a complete humanoid programme.

Lingyi iTech opened subscriptions for a Hong Kong IPO seeking up to HK$8.3 billion, approximately US$1.1 billion, to support its expansion in AI hardware and robotics. The offering comprised 811.8 million shares at a maximum price of HK$10.18, with trading planned for June 26. At this edition’s date, the offering was still underway.

The Apple supplier is broadening from precision consumer-electronics components into AI servers, smart glasses and robotics. Cornerstone investors included GF Fund, Sunny Optical and Honor. The proposed proceeds would support its move into these additional hardware markets; they should be read as the offering’s fundraising target rather than a completed capital raise.

Chengdu Humanoid Robot Innovation Center signed a strategic procurement order for 5,000 embodied-intelligence robots with PowerChina Chengdu Institute, an unnamed major state-owned enterprise and Zhicheng Ruijin. The agreement targets hazardous and demanding work in water conservancy, hydropower, transport engineering and green mining. The order describes planned procurement rather than completed deliveries.

One core application combines long-distance belt conveyors with multimodal inspection robots for monitoring and maintenance. The centre says unattended conveyor-inspection systems have already been used on large engineering projects. The partnership brings planning, engineering equipment and robot development together to extend those systems across infrastructure construction and operations.

Samhyun disclosed that it had supplied prototype joint actuators to an unnamed global humanoid manufacturer. The units use its three-in-one architecture, integrating a motor, controller and reducer in one module. The company describes the design as combining high torque density with low-latency control for precise robot movement.

Samhyun is also working on joint-development projects with several global robot companies and plans a customised product lineup for different customer requirements. The prototype supply provides a route to validate its integrated joints with a humanoid developer before wider production. Samhyun cites its automotive electronics manufacturing experience as part of the production and quality capabilities it intends to bring to robot components.

KH Vatec said it was discussing reducer supply with global humanoid manufacturers and the robot division of a major Korean electronics company. Its dual-ring compound planetary design offers reduction ratios from 50:1 to 200:1 within one platform, intended to serve shoulder, elbow and wrist joints while reducing customers’ design work. The announcement describes supply discussions rather than awarded production contracts.

KH Vatec and Eastern Gear are jointly developing high-precision reducers for commercial production under their earlier MoU. They say they have completed gear validation using metal injection moulding. KH Vatec also plans to integrate precision gear machining, assembly and manufacturing services, and is discussing precision gear and reducer-casing supply with prospective customers.

Everwin Precision disclosed in a May 13 investor-platform response that it shipped more than 380,000 robot components between January and April 2026. The figure covers individual components, including dexterous-hand transmission parts, rotary-actuator transmission parts, screw components, large torso transmission parts and structural elements.

The company said it was continuing to develop, manufacture and deliver products for leading North American robot customers. Its disclosure provides an earlier production baseline for the June supply-chain review, showing the range of precision components already being supplied for robot movement and structure.

Economic Daily News reported that Mirle’s Taiwan operations had begun supplying harmonic reducers and joint modules for Tesla’s Optimus 3, and that Tesla had asked it to establish production outside China. Mirle declined to comment on the reported Tesla supply relationship. Mirle, Kedali and Main Drive are establishing a Thailand venture with approximately NT$1.667 billion of capital, owned 39%, 51% and 10% respectively, to produce reducers, robot actuators and precision parts.

The report also discussed Asia Optical’s humanoid vision work. Chairman Lai Yi-jen said it was conducting small pilot runs with three European and US customers for hand sensing and visual recognition. Those sample and pilot relationships were not identified as Tesla awards. The two suppliers represent separate mechanical and sensing programmes within the reported humanoid supply-chain expansion.

Dynamic Solution signed a technology MoU with KAIST spinout Vibatrobotics to develop robotic hands and commercialise robot-arm technology for the K-Moonshot brain-computer-interface programme. Vibatrobotics adds proximity sensing to visual and tactile information so a hand can estimate an object’s size and position before grasping, with less dependence on lighting conditions.

Vibatrobotics claims grasp-posture selection within 25 milliseconds and a 95% success rate on irregular everyday objects. Those figures describe its technology demonstrations. Vibatrobotics will lead hand R&D, while Dynamic Solution contributes tendon-drive technology, ETRI-transferred X-Hand tactile technology, patents and clinical data from its rehabilitation business. The companies intend to extend that experience into industrial humanoid hands; reported mass-production discussions with Rainbow Robotics and Neuromeka remain discussions.

ROBOTIS and LG Electronics signed an MoU under which LG will consider an equity investment in the actuator factory ROBOTIS is building in Uzbekistan. The amount remains subject to due diligence. LG already held 6.56% of ROBOTIS at the end of the first quarter; the plant proposal would extend their relationship into overseas production of the joint modules that determine robot movement and precision.

LG is producing its own robot actuators in Korea and intends to combine that manufacturing experience with ROBOTIS’ actuator technology and production capabilities. The companies aim to supply different actuator specifications for customer requirements and accelerate ROBOTIS’ component business. Their agreement also covers joint humanoid research and technology development, including ROBOTIS’ recently introduced AI Sapiens platform.

Synapticon and Generative Bionics formed a partnership to develop, manufacture, certify and integrate humanoid drive systems in Europe. They will jointly design units combining motors, servo drives, encoders, firmware and functional safety, tailored to the mechanical, thermal and control requirements of Generative Bionics’ humanoid platform. Final assembly, calibration and safety testing are planned within the European Economic Area, principally Germany.

The supply-chain plan includes qualified European alternatives, EU safety stocks and traceability for critical components. Generative Bionics will receive preferential access to agreed production capacity and provide development feedback on Synapticon’s actuator series. The partners will also develop an integrated safety architecture spanning safe motion, person recognition and monitoring of AI-controlled robot behaviour, drawing on Synapticon’s POSITRON Safety AI platform. These measures connect component supply and industrialisation with the safety requirements of robots operating near people.