Top 10 Humanoid Robot Joint Module Rankings Released — 2026 Industry Hits 10K-Unit Mass Production
On June 5, 2026, China's Top 10 humanoid robot joint module rankings were released. With Tesla Optimus V3 mass production imminent and domestic leaders Unitree, Zhiyuan, and UBTech shipping at 10K-unit scale, joint modules — accounting for 50-60% of BOM cost — are entering an industrialization boom.
On June 5, 2026, China's Top 10 humanoid robot joint module rankings were officially released, covering harmonic drive, planetary, and linear actuator technology paths. Listed companies include Leaderdrive, Zhongda Leader, Yiyou Technology, Tongchuan Precision, Quanzhibo, Haozhi机电, Juxie Intelligence, Leadshine, Encos, and Titanium Tiger — all core suppliers in the ecosystem.
Industry data shows joint modules account for 50-60% of a humanoid robot's total hardware cost, making them the decisive factor in motion performance and mass-production economics. 2026 marks the industry's '10,000-unit' inflection point: Tesla Optimus V3 is expected to freeze its design in Q1 and begin building a million-unit-per-year production line by year-end. Unitree's annual revenue has surpassed ¥1 billion, Zhiyuan's Expedition series has shipped over 1,000 units cumulatively, and Figure AI reached a $39 billion valuation in its Series C. Domestic joint module torque density has broken the 200 Nm/kg barrier, with some suppliers cutting unit prices by 30% versus 2025.
Repunite, with a decade of deep expertise in high-precision motion control, fields an in-house portfolio — servo motors and drives, integrated joint modules (harmonic and planetary series), and servo pan-tilt controllers — that aligns directly with the humanoid joint actuator supply chain. The company's mass-production JTM series joint modules cover a torque range from 14 Nm to 150 Nm, employ a dual-absolute-encoder full-closed-loop architecture with 0.01° repeat accuracy, and support EtherCAT and CANopen real-time fieldbuses — ready to serve domestic-substitution needs for shoulder, elbow, hip, and knee joints in humanoid robots.
Source: Xinbaomu · Kaiyuan Securities
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