auto: eg. “70% of process and technology overlaps with cars”.
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
auto: eg. “70% of process and technology overlaps with cars”.
And then have AI auto as another major growth vector per. $TSM chairmain (also for power semis too).
So feels like everything comes together for them auto players dragged down by downturns, so I would guess maybe 1 1/2 years, in 2028, things start to pick up for Western auto involved in humanoids.
Since non-China supply chains (like Agibot/unitree) are first to market and already volume ramping compared to western counterparts.
There's other "purer exposure" component suppliers like $VPG and possibly $TSLA / Figure was my guess, but $150/robot that they revealed for mass production is a bit small considering you reach 50K mass production and that's around $7.5M revenue.
So upstream components for auto players for robotics doesn't move any needle unless you get to massive humanoid scale...
which is why I've personally shifted to highest concentration for downstream players like Agility while valuations are relatively small.
I still think we'll see an Anthropic/OpenAI type leader in the humanoid/robotics space soon before all the other physical ai suppliers in the sector get brought up beyond hype.
But just informal personal thoughts I try and keep in mind moving forward with legacy auto players in a downturn + new growth vectors 2Y out
翻译：
以下是关于波士顿动力学、人形机器人和汽车行业的高层次思考：
据传他们的供应商包括：
三星电机 / 英特尔
LG Innotek 为 Atlas 提供视觉感知组件
三星电子 / SK 海力士 / 美光 - 内存
英伟达 - Jetson Thor 计算
谷歌 DeepMind
LG 能源解决方案 - 据报道是波士顿动力学 Atlas 电池供应商
CATL - 电池
SPG 公司 / 에스피지 (058610.KQ) - 减速器 / 谐波驱动风格机器人齿轮
SL 公司 / 에스엘 (005850.KRX) - 与波士顿动力学签订腿部模块供应合同
SOS 实验室 / 에스오에스랩 (464080.KQ) - 预计将成为 Atlas LiDAR 供应商
Sungwoo Hitech - 据报道可能是 Atlas 外壳供应商
现代摩比斯 - Atlas 执行器；机器人手 / 夹持器
ROBOTIS / 로보티즈 (108490.KQ) - 机器人手 / 夹持器 / 机器人执行器 / 伺服模块
HL Mando / HL만도 (204320.KRX) - 执行器 / 汽车运动控制部件
ABB (ABBN.SWX) - 执行器供应商 / 生态系统
Samhyun / 삼현 (437730.KQ) - 智能执行器 /
And then have AI auto as another major growth vector per. $TSM chairmain (also for power semis too).
So feels like everything comes together for them auto players dragged down by downturns, so I would guess maybe 1 1/2 years, in 2028, things start to pick up for Western auto involved in humanoids.
Since non-China supply chains (like Agibot/unitree) are first to market and already volume ramping compared to western counterparts.
There's other "purer exposure" component suppliers like $VPG and possibly $TSLA / Figure was my guess, but $150/robot that they revealed for mass production is a bit small considering you reach 50K mass production and that's around $7.5M revenue.
So upstream components for auto players for robotics doesn't move any needle unless you get to massive humanoid scale...
which is why I've personally shifted to highest concentration for downstream players like Agility while valuations are relatively small.
I still think we'll see an Anthropic/OpenAI type leader in the humanoid/robotics space soon before all the other physical ai suppliers in the sector get brought up beyond hype.
But just informal personal thoughts I try and keep in mind moving forward with legacy auto players in a downturn + new growth vectors 2Y out
翻译：
以下是关于波士顿动力学、人形机器人和汽车行业的高层次思考：
据传他们的供应商包括：
三星电机 / 英特尔
LG Innotek 为 Atlas 提供视觉感知组件
三星电子 / SK 海力士 / 美光 - 内存
英伟达 - Jetson Thor 计算
谷歌 DeepMind
LG 能源解决方案 - 据报道是波士顿动力学 Atlas 电池供应商
CATL - 电池
SPG 公司 / 에스피지 (058610.KQ) - 减速器 / 谐波驱动风格机器人齿轮
SL 公司 / 에스엘 (005850.KRX) - 与波士顿动力学签订腿部模块供应合同
SOS 实验室 / 에스오에스랩 (464080.KQ) - 预计将成为 Atlas LiDAR 供应商
Sungwoo Hitech - 据报道可能是 Atlas 外壳供应商
现代摩比斯 - Atlas 执行器；机器人手 / 夹持器
ROBOTIS / 로보티즈 (108490.KQ) - 机器人手 / 夹持器 / 机器人执行器 / 伺服模块
HL Mando / HL만도 (204320.KRX) - 执行器 / 汽车运动控制部件
ABB (ABBN.SWX) - 执行器供应商 / 生态系统
Samhyun / 삼현 (437730.KQ) - 智能执行器 /
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