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Robotics
How Actuators Drive 70% of Humanoid Robot Economics
Why the component accounting for 30–50% of humanoid robot cost is the highest-conviction investment in the next industrial revolution.
Why the component accounting for 30–50% of humanoid robot cost is the highest-conviction investment in the next industrial revolution.
What’s inside
- The anatomy of a humanoid robot: why actuators dominate
- Market sizing: a $580bn+ actuator opportunity by 2035
- Technology landscape: the four actuator architectures
- Competitive landscape: the supplier hierarchy
- Unit economics: the cost reduction imperative
- The humanoid OEM landscape: tracking the demand signal
- Investment framework: how to position
- Key risks to our investment thesis
- Conclusion: buy the stack
More research
TechnologyPDF · 7 pp
Kuaishou Technology (1024.HK) Equity Research Report
Kuaishou Technology is China’s second-largest short video and live streaming platform, with 401 million daily active users and 735.6 million monthly active users as of Q4 2024.
K2 Research TeamMar 2, 2026
CommoditiesPDF · 8 pp
Indonesia’s 2026 Nickel Policy: Battery Metals and Trade Flows
How Jakarta’s resource nationalism is reshaping EV supply chains, LME pricing and the geopolitics of critical minerals, and where capital should be positioned.
K2 Research TeamMar 1, 2026
Geopolitical riskPDF · 9 pp
Mexico Succession Crisis, the CJNG Power Vacuum and Market Playbook
For markets, the event is not merely a security headline. It is a supply chain and capital flow event with measurable impacts across travel and tourism, hospitality, agri-food supply chains and defense technology.
K2 Research TeamMar 1, 2026