Actuators Part 3: The Chinese Are Coming

Japan held 80% of harmonic drives for 40 years. China just crossed 30%. The disruption that hit solar and EVs is now remaking robotics.

The Actuator Cartel — A 5-Part Series
1. Who Controls the Robot Muscle Supply Chain
2. From Harmonic Drives to Torque Motors
3. The Chinese Are Coming
4. Tesla, Figure, and Unitree’s Supplier Wars
5. The Actuator Cartel’s Endgame