Sectors · Physical AI
How a humanoid robot is made
A humanoid robot is some thirty actuated joints on a frame, a battery pack in the torso, a compute module and a set of cameras, with a lidar on some. Each joint is a motor, a reducer, a bearing, an encoder and a driver in one housing, and behind the motor sit sintered magnets, behind the reducer gear steel, behind the pack the cells.
The Office of Strategic Capital lends in areas that include robots, batteries and sensors, and reviews a borrower's suppliers for foreign influence. Most magnets and many reducers, cells and cameras come from one country, so a humanoid built from the usual suppliers has makers owned from there at several joints.
Open the physical AI mapThe parts, opened up
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- 1Joint moduleThe actuator at each joint: driver, encoder, motor, reducer and bearing in one housing. A humanoid has around thirty.0 makers
- 2Motor driverThe board that switches current into the motor windings on command.29 makers
- 3EncoderThe sensor that reads the joint angle, so the controller knows where the limb is.73 makers
- 4MotorA frameless permanent-magnet motor, the rotor and stator built straight into the joint.51 makers
- 5MagnetsSintered neodymium magnets on the rotor. The part the rule cares most about: most are made in one country.57 makers
- 6ReducerThe gear that turns the motor's fast, weak spin into slow, strong joint torque. Strain wave, cycloidal or planetary.87 makers
- 7BearingThe crossed roller bearing that carries the joint's load while it turns.107 makers
- 8Battery packThe pack in the torso: cells, a management board and a case.0 makers
- 9CellsThe lithium-ion cells inside the pack.237 makers
- 10ComputeThe GPU or SoC module that runs the robot's models and control loops.104 makers
- 11CamerasThe camera modules in the head and hands: an image sensor behind a lens.180 makers
- 12LidarA 3D lidar for depth, where the robot carries one.81 makers
- 13Assembled robotJoints, pack, compute and perception built into the finished humanoid.28 makers
The whole chain, step by step
Ends inHumanoid robot assembly
Raw material: the trail reaches the ground Not traced yet: there is more upstream
Materials
Nd/Pr metal
not traced yetNeodymium and praseodymium metal, the main rare-earth input to the magnet alloy.
Dysprosium and terbium
not traced yetHeavy rare earths for coercivity at rotor temperature, put in by grain-boundary diffusion (or alloyed in on older grades).
Gear steel
not traced yetAlloy steel bar and forgings machined into the flexspline, circular spline and gear trains.
Bearing steel
not traced yetThrough-hardening bearing steel (100Cr6 = SAE 52100 = SUJ2 class) for bearing rings and the reducer's output bearing.
Encoder sensor IC
not traced yetHall or magnetoresistive absolute position sensor IC, two per joint.
Power switches
not traced yetSi MOSFETs today, GaN entering: six switches per three-phase joint inverter.
Silicon wafers
not traced yet300 mm silicon wafers for the SoC and the image sensors.
Laser diode and detector
not traced yet905 nm laser diode and receiver inside the lidar.
Actuated joint
NdFeB alloy powder
Melting and strip casting of Nd-Fe-B alloy, 200 to 400 um flakes; hydrogen decrepitation to under 2 mm; jet milling to 2 to 5 um. Output: aligned fine powder.
Sintered NdFeB magnet
Align in field and press; sinter 1000 to 1100 C; two-stage anneal 850 to 950 C and 400 to 600 C; machine; grain-boundary diffusion of Dy or Tb for coercivity; nickel or epoxy coat; magnetize. Output: sintered NdFeB segments or ring, grade N42SH to N45UH class for joint rotors.
Frameless PM motor
Electrical-steel lamination stamping and stacking; copper winding with high fill factor; rotor ring with surface magnets; no housing or bearing (the joint supplies them). Output: frameless PMSM, internal rotor, 48 V bus, 50 to 115 mm outer diameter.
Precision reducer
Harmonic: flexspline, circular spline and wave generator machined from steel, teeth cut, heat treated, assembled with an output crossed-roller bearing; planetary: two-stage gear train; cycloidal: eccentric cam and pin ring. Output: reducer unit, 30:1 to 160:1 harmonic or 2-stage planetary.
Crossed roller bearing
Ring forging in 100Cr6-class bearing steel, turning, through-hardening to 58 to 64 HRC, grinding, crossed-roller assembly. Output: crossed roller bearing, 50 to 70 mm bore.
Position encoders
Magnetic absolute sensor IC (Hall or magnetoresistive) on a PCB facing a magnet ring; one on the motor shaft for commutation, one on the joint output for true angle. Output: two encoders per joint (dual encoder).
Motor driver
Three-phase inverter (3 half-bridges = 6 switches) + gate driver + MCU on a round PCB inside the joint; 15 to 55 V bus. Output: joint drive board.
Joint module
Motor + reducer + output bearing + two encoders + driver assembled into one hollow-shaft module; cables routed through the bore. Output: one actuated joint.
Battery pack
Cathode and anode materials
not traced yetLFP (hydrothermal or solid state) or NMC precursor to cathode powder; graphite anode. Output: active materials.
Lithium-ion cell
Electrode mixing, coating, drying, calendering, slitting, stacking or winding, welding, electrolyte fill, sealing, formation. Output: pouch or cylindrical cell, about 3.6 V nominal (13S x 3.6 V matches the G1 54 V charger).
Battery pack
13-cell series string (G1) with BMS, quick-release housing and connector; UN38.3 transport test; pack-level protection layers. Output: 0.42 to 2.25 kWh pack, 48 to 67 V class.
Compute
SoC die
Leading-edge logic fab of the Blackwell GPU + Arm Neoverse V3AE CPU die. Output: Thor die.
LPDDR5X memory
not traced yetLPDDR5X die fab and packaging, 128 GB on the T5000 module. Output: LPDDR5X packages.
GPU or SoC module
SoC packaging, module PCB assembly with DRAM, 699-pin connector, 100 x 87 mm. Output: Jetson T5000 module ($2,999 at 1,000 units) or IGX Thor board.
Robot compute
Carrier board, thermal design, safety MCU; integrated into the torso or head. Output: robot compute (NEO Cortex; Digit 5 IGX Thor + Halos; Optimus FSD computer).
Perception
Image sensor
CMOS image sensor fab (global-shutter IR pair + rolling-shutter RGB in the D435i). Output: image sensor die.
Camera module
Lens, sensor board, IR projector (depth cameras), calibration. Output: depth camera (RealSense D435i on G1) or stereo fisheye pair (NEO, 8.85 MP, 90 Hz).
3D lidar
905 nm laser diode, detector, non-repetitive scanner, IMU, sealed IP67 housing. Output: Livox Mid-360, 265 g, 6.5 W, 200k points/s.
Perception set
Cameras in head (and palms on Figure 03); lidar on the head (Unitree). Output: perception set.
Robot
Humanoid robot assembly
Joint modules, the battery pack, the compute and the perception set assembled into one actuated humanoid robot.