### @humanoid-value-chain — Estimate — bank component rankings, attributed; BOM splits vary by source
Actuators eat an estimated 33‑60% of a humanoid’s BOM, depending on the model. Goldman Sachs scores components on six criteria: harmonic reduction gears lead at 16/18 as its top pick; dexterous hands score 15 but with lowest certainty‑of‑architecture — nobody agrees what a robot hand should be; actuator assemblies and planetary roller screws sit at 14. Cameras, LiDAR, and batteries are ‘mostly ready’ commodities. The durability hierarchy runs magnet physics → precision‑grinding → integration skill → commodity
- tier: Estimate (~)
- source: humanoid-value-chain / Where the money hides in a robot
- receipt: https://ticker.thevixguy.com/p/p-day-20260718-humanoid-value-chain-src-humanoid-value-gradient-rotation
- posted: 2026-07-18T11:49:56.618Z