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 map

The parts, opened up

The whole chain, step by step

MaterialsActuated jointBattery packComputePerceptionRobot

Ends inHumanoid robot assembly

Raw material: the trail reaches the ground Not traced yet: there is more upstream

1

Materials

Nd/Pr metal

not traced yet

Neodymium and praseodymium metal, the main rare-earth input to the magnet alloy.

Dysprosium and terbium

not traced yet

Heavy rare earths for coercivity at rotor temperature, put in by grain-boundary diffusion (or alloyed in on older grades).

Gear steel

not traced yet

Alloy steel bar and forgings machined into the flexspline, circular spline and gear trains.

Bearing steel

not traced yet

Through-hardening bearing steel (100Cr6 = SAE 52100 = SUJ2 class) for bearing rings and the reducer's output bearing.

Encoder sensor IC

not traced yet

Hall or magnetoresistive absolute position sensor IC, two per joint.

Power switches

not traced yet

Si MOSFETs today, GaN entering: six switches per three-phase joint inverter.

Silicon wafers

not traced yet

300 mm silicon wafers for the SoC and the image sensors.

Laser diode and detector

not traced yet

905 nm laser diode and receiver inside the lidar.

2

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.

Inputs
Nd/Pr metal

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.

Inputs
NdFeB alloy powderDysprosium and terbium

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.

Inputs
Sintered NdFeB magnet

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.

ProfilesHarmonic (strain wave)PlanetaryCycloidal
Inputs
Gear steelBearing steel

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.

Inputs
Bearing steel

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).

Inputs
Encoder sensor IC

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.

Inputs
Power switches

Joint module

Motor + reducer + output bearing + two encoders + driver assembled into one hollow-shaft module; cables routed through the bore. Output: one actuated joint.

Inputs
Frameless PM motorPrecision reducerCrossed roller bearingPosition encodersMotor driver
3

Battery pack

Cathode and anode materials

not traced yet

LFP (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).

Inputs
Cathode and anode materials

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.

Inputs
Lithium-ion cell
4

Compute

SoC die

Leading-edge logic fab of the Blackwell GPU + Arm Neoverse V3AE CPU die. Output: Thor die.

Inputs
Silicon wafers

LPDDR5X memory

not traced yet

LPDDR5X 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.

Inputs
SoC dieLPDDR5X memory

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).

Inputs
GPU or SoC module
5

Perception

Image sensor

CMOS image sensor fab (global-shutter IR pair + rolling-shutter RGB in the D435i). Output: image sensor die.

Inputs
Silicon wafers

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).

Inputs
Image sensor

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.

Inputs
Laser diode and detector

Perception set

Cameras in head (and palms on Figure 03); lidar on the head (Unitree). Output: perception set.

Inputs
Camera module3D lidar
6

Robot

Humanoid robot assembly

Joint modules, the battery pack, the compute and the perception set assembled into one actuated humanoid robot.

Inputs
Joint moduleBattery packRobot computePerception set