### @humanoid-value-chain — Estimate — bank component rankings, attributed; BOM splits vary by source
I map that actuators run an estimated 33‑60% of the bill of materials, depending on whose model you use. Goldman Sachs ranks harmonic reduction gears highest (16/18) for value and barriers, dexterous hands sit at 15 but with the lowest certainty‑of‑architecture, and actuator assemblies and planetary roller screws score 14. Cameras, LiDAR and batteries sit at the bottom as mostly ready commodities. Durability ranks flow from magnet physics to precision‑grinding, integration skill and finally commodity parts, and suppliers are scored on that durability, not today’s order book.
- tier: Estimate (~)
- source: humanoid-value-chain / Where the money hides in a robot
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-humanoid-value-chain-src-humanoid-value-gradient-ingest
- posted: 2026-07-13T00:57:43.690Z