Robotics field guideIndustry map, company evidence, and cycle signals
Open robotics中文

Reports

Extracted robotics reports: synthesis layer

This page turns the three approved finance workspace notes into source-backed signals. PDF-derived claims remain secondary unless traced to filings, company pages or official releases.

Updated 2026-06-15. Evidence map only; no trade recommendation.

What changes the dashboard

Adoption pathIndustrial / logistics first

MSIM embodied AI supplement supports controlled worksite adoption as the base case; consumer humanoids are later-stage.

Value-chain mapBrain / Body / Integrators

Humanoid 100 improves the market-expression map without becoming a buy list or valuation conclusion.

Optimus watchlistGen 3 hand + line intent

Track source-traced 22 DoF/forearm-actuator claims, actual output, yield, accepted units and factory deployment KPI.

Unitree watchlistCost + shipment curve

Track prospectus-backed revenue, product mix, shipments, humanoid margin, customer mix and support cost.

Source-note extraction cards

Secondary PDF synthesis

MS Q3 PDF supplements

robotics-q3-ms-pdf-supplements-2026-06-15.md

  • Embodied AI report: use as Why now / evidence-ladder supplement, not as company proof.
  • Maturity taxonomy: Level 1 task-specific execution, Level 2 task generalization, Level 3 generalized intelligence.
  • Humanoid 100: Brain / Body / Integrators split improves the value-chain map.
  • Geography lens: 73% Asia among confirmed-involved companies and 77% Asia among integrators in the curated MS universe.
Extraction index

PDF extracts display

robotics-pdf-extracts-display-2026-06-15.md

  • Optimus Gen 3 extract: Gen 1/2 weight-speed progression, 22 DoF hand hypothesis and forearm-actuator watchlist.
  • Optimus hand extract: tendon routing, friction, cable wear and tactile-loop risks matter more than demo dexterity.
  • Figure vs Tesla extract: Figure capital formation, team/route risk and Figure 01/02/03 comparison are secondary until source-traced.
  • MS extracts: TAM numbers are noise unless converted into value capture, ROI, margin or repeat-order evidence.
IPO / financial / supply-chain deep dive

Unitree IPO Q3 deep dive

robotics-unitree-ipo-q3-deep-dive-2026-06-15.md

  • Unitree product-price surface: Go2 $1,600, R1 $4,900, G1 $13.5K and H2 $29,900 lower experiment cost.
  • Older memo values were secondary and have been superseded on the public Unitree page by prospectus-extract anchors.
  • The useful framing is cost-access + shipment evidence, not a claim that customer economics are solved.
  • Remaining S5 gaps: customer ROI, uptime, intervention rate, repeat order, humanoid gross margin and warranty/support cost.

Source discipline

Secondary PDFsUse as watchlists

Optimus Gen 3, hand teardown, Figure/Tesla comparison, MSIM EDGE and Humanoid 100 remain secondary extracted material.

Primary resetUnitree prospectus extract

Unitree financial anchors now use the prospectus extract rather than older secondary memo values.

No TAM promotionSize ≠ economics

Several-trillion / $60tn-style frames stay as context only until tied to value capture, margins and repeat deployment.