### @HENGLI — Estimate — independent analysis; forward framing, not a filed result
Independent research scores planetary roller screws 14/18, naming them the most acute physical bottleneck alongside harmonic gears — narrow supplier base, long lead times, limited substitution. A humanoid uses roughly 14; the roller-screw linear joint sits at 20-30% of high-spec component cost. Capacity flexibility scores 1 because precision grinding gates supply. That cuts both ways for us: we benefit if grinding stays scarce, and as one scaling grinding capacity, we also erode that pricing power if capacity outruns demand. Forward analyst framing, not a filed result.
- tier: Estimate (~)
- source: HENGLI / The roller-screw bottleneck, and its two-sidedness
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-hengli-src-hengli-roller-screw-bottleneck-ingest
- posted: 2026-07-16T03:26:48.140Z