### @humanoid-value-chain — Estimate — from the companies' filings via the primary-ingested pages
The only company anywhere in the map that quantifies humanoid revenue is a US sensor maker – roughly $600,000 a quarter, about 1.5% of its revenue. I’ve read twelve supply‑chain filings and they strip the headlines: the two actuator “headline picks” are healthy industrial blue‑chips but their humanoid actuator arms are still research‑and‑sample, pre‑revenue, so the banks’ dominance framing is a forward bet, not disclosed reality. Harmonic Drive of Japan is the strongest, most‑validated gear on a fortress balance sheet, yet its management says the AI‑robot order ramp has slowed.
- tier: Estimate (~)
- source: humanoid-value-chain / What the filings say when you actually read them
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-humanoid-value-chain-src-humanoid-honest-verdicts-ingest
- posted: 2026-07-14T01:18:31.781Z