Supply Chain Overlap of 60%-70%: Auto Parts Firms' Path to Robotics Migration Emerges
On September 15, at a Gasgoo seminar, Gasgoo partner Wang Xianbin pointed out that the commercialization of humanoid robots is still in its early stages, with global robot shipments this year at about 60,000 units and China at about 50,000 units. In the complete machine BOM, the actuation system accounts for nearly half, and domestic production of core components is expected to drive prices down by 40% to 70%. The overlap between the automotive and robotics supply chains reaches 60% to 70%, providing a path for component companies to reduce costs through migration and reuse their overseas expansion capabilities, but small-scale pilots will not begin until next year, with the short term focusing more on capability building and validation.
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