Preparing the published article.
Humanoid Cost Structure: Actuation Is 40-60% of Bill of Materials
Teardown analysis points to joints, motors and gearboxes as the value pool.
Cost structure
| Part | Share of BOM |
|---|---|
| Actuation | about 40%-60% |
| Perception and compute | about 10%-20% |
Cost target
McKinsey analysis suggests the unit price needs to fall to roughly USD 20,000-50,000 for broad competition with manual labour.
Supply-chain read
Motors, gearboxes, bearings, screws, encoders and torque sensors are reusable across robot types, so component suppliers may see returns before integrators do.