Overview
First-screen signals only: capacity, reducer production, deployment KPI and price floor.
Tesla Q1 2026 update disclosed a first-generation Fremont Optimus line designed for 1M robots/year, plus a Texas long-term 10M/year designed line.
Designed capacity is not actual production, utilization, accepted units, customer demand, revenue or margin.
Leaderdrive's 2025 annual report disclosed 433,655 harmonic reducers produced and 425,158 sold.
Supplier production does not disclose humanoid-specific customer mix, design wins, ASP, margin durability or downstream ROI.
Figure's BMW deployment disclosed 10-hour weekday shifts, 1,250+ runtime hours, 90,000+ parts and contribution to 30,000+ BMW X3 vehicles.
Deployment KPI is not contract value, customer ROI, repeat order economics, intervention rate or robot gross margin.
Unitree's productized humanoid line creates a cost-access curve across R1, G1 and H2 price points.
Low price is not reliability, industrial uptime, customer ROI, shipment volume, support burden or margin proof.
Cost-access signal expands experimentation and developer adoption.
Price does not prove industrial deployment economics.
Named industrial site and measured task execution.
Still missing contract value, repeat order and ROI/payback.
Filing-backed upstream volume and revenue acceleration.
Not humanoid-specific OEM proof.
Named manufacturing-scale capacity intent.
Not actual output, utilization, revenue or margin.