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Robotics ETFsMethodologyDownload workbook ↓Evidence cutoff · JUL 15 2026

Primary-source market map

Humanoid Robot
Intelligence.

Compare leading humanoid programs, track commercial evidence, and inspect who actually supplies each component layer—without turning partnerships, rumors, or generic industry maps into confirmed BOMs.

Open the supply-chain matrix →Evidence method
DocumentHumanoid robot market map — research edition
Evidence cutoff2026-07-15
Review pass240/240 cells
Named / scoped195/240
Public tickers35
Evidence classes
A NamedB OEMC QualifiedD Not named

Company claims are preserved with their source date, model scope, and research caveat.

15Programs tracked
16Component layers
240Robot × component cells
35Public tickers referenced

Public-market tracker

Referenced ticker performance

Indexed to 0% at the first close shown. Absolute prices remain in each listing's local currency.

Tickers 6 / 29

Select all unique keeps one representative listing per company and excludes alternate listings or share classes.

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The default set emphasizes named public component suppliers; all 29 referenced listings are selectable. US history uses Nasdaq; other listings use a Yahoo Finance fallback. Market-close data may be delayed.

Table 03 · Primary research surface

Humanoid supply-chain tracker

Every robot is mapped across every component layer. Select a cell to see exactly what is disclosed, which generation it applies to, and what the source does—or does not—prove.

Evidence16 layers × 15 programs
NASDAQ:NVDAOrange monospace entries are public stock tickers — an asterisk marks qualified (“optional”, “press-reported”) mappings. Private and undisclosed suppliers are labeled separately.
Component layerOptimusTesla🇺🇸Figure 03Figure🇺🇸DigitAgility Robotics🇺🇸AtlasBoston Dynamics🇺🇸Apollo 2Apptronik🇺🇸NEO1X🇺🇸Walker S2UBTECH Robotics🇨🇳A2 SeriesAGIBOT🇨🇳H2Unitree Robotics🇨🇳G1 / G1 EDUUnitree Robotics🇨🇳T800EngineAI🇨🇳Next-Gen IRONXPENG🇨🇳GR-3 SeriesFourier🇨🇳4NE1 Gen 3.5NEURA Robotics🇩🇪Phoenix Gen 8Sanctuary AI🇨🇦
01 —Onboard AI compute / processors
02 —Real-time control electronics / motor drives
03 —Robot OS / AI software stack
04 —Vision, depth, LiDAR, audio and IMU
05 —Rotary actuator modules
06 —Linear actuators / ball or roller screws
07 —Electric motors / hydraulic power
08 —Gear reducers / tendon or hydraulic transmission
09 —Bearings
10 —Encoders / force-torque sensing
11 —Hands / grippers
12 —Tactile sensing
13 —Battery, cells, BMS and charging
14 —Thermal management
15 —Structure, skins and materials
16 —Final assembly / contract manufacturing

Evidence method

Primary-source-only confirmation

A named customer, investor, training partner, compatible platform, or generic component-market diagram is not treated as a production supplier unless the source maps it to a specific robot, component, and applicable generation. OEM statements are recorded, not independently audited. The July 15 deep pass rechecked all 240 cells across official OEM documentation, filings, supplier releases, technical manuals, and current engineering disclosures; remaining gaps mean no defensible mapping was found in that targeted review—not that an unpublished supplier cannot exist. Country flags indicate the company's current headquarters or group home country; they do not indicate exchange, component origin, or manufacturing location.

A

Confirmed named external component, supplier or contract manufacturer explicitly mapped to the robot/model.

B

OEM-designed, assembled, integrated or controlled layer. This does not establish that lower-tier piece parts are manufactured internally.

C

Qualified evidence whose scope may be optional, program-level, historical, future, development-only or OEM-integrated; inspect the record boundary.

D

No producer named in reviewed primary material. The architecture may still be known, and this is not proof that the component is absent.