Orders Booked Through 2027 — Reducers and Joint Modules Ignited by Humanoid Robots

Musk recently placed a US$685 M order with Sanhua Intelligent Control, making China a key supplier to Optimus. The precision-reducer category — high ASP, high barrier — is being ignited by humanoid demand. Notably, Optimus does not simply bolt on a harmonic reducer; it integrates a "frameless torque motor + harmonic reducer + dual encoders + brake + drive board" inside a single black cylinder — the so-called rotary actuator or integrated joint module. OEMs are migrating from discrete component sourcing toward fully mechatronic modules. Repunite's RU-JTM integrated joint-module family spans 70/80/100/120 mm sizes, with hollow-shaft, cycloidal or harmonic reducer options, on-board joint-class drives, DC 48–72 V supply, and 0.01° repeatability — already shipping in volume to research institutes and robotics customers.