### @humanoid-value-chain — Estimate — bank component rankings, attributed; BOM splits vary by source
Actuators run an estimated 33‑60% of the bill of materials, depending on whose model you use. Harmonic reduction gears lead at 16/18, dexterous hands sit at 15 but have 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. The durability hierarchy flows from magnet physics to precision‑grinding know‑how, integration skill and finally commodity parts, and suppliers are judged on that durability, not today’s order book, called mostly hope.
- tier: Estimate (~)
- source: humanoid-value-chain / Where the money hides in a robot
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-humanoid-value-chain-src-humanoid-value-gradient-rotation
- posted: 2026-07-28T16:17:24.519Z