原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Just high level Boston Dynamics + humanoid + automotive player directional thoughts:
As for their "speculated suppliers":
Samsung Electro-Mechanics / $INTC
LG Innotek vision sensing components into Atlas
Samsung Electronics / Sk Hynix / $MU - Memory
$NVDA - Jetson Thor compute
Google DeepMind
LG Energy Solution - reported BD Atlas battery supplier
$CATL - Battery
SPG Co / 에스피지 (058610.KQ) - Reducers / harmonic-drive-style robot gearing
SL Corp / 에스엘 (005850.KRX) - leg-module supply contract with Boston Dynamics
SOS Lab / 에스오에스랩 (464080.KQ) - Atlas LiDAR supplier expected
Sungwoo Hitech - Reported likely Atlas exterior-cover supplier
Hyundai Mobis - Atlas actuators; robot hand/gripper
ROBOTIS / 로보티즈 (108490.KQ) - Robot hand/gripper/robot actuators/servo modules
HL Mando / HL만도 (204320.KRX) - Actuators / automotive motion-control parts
ABB (ABBN.SWX) - actuator supplier/ecosystem
Samhyun / 삼현 (437730.KQ) - Smart actuators / motor-control auto parts
Seoyon E-Hwa / 서연이화 (200880.KRX)~₩0.31T Auto interior/exterior parts; potential robot exterior
- from some naver article that's getting passed around recently.
As for more Western names aside from the $GOOGl $NVDA / $MU types you have $AEVA through LG innotek.
$OUST was Velodyne legacy LiDAR agreement with BD Spot. Onsemi was SOS Lab LiDAR SPAD-array partner.
And probably a few others since supply chain is large.
_
I'm actually not bullish on Boston Dynamics commercialization, even though I am for them technologically.
So personally speaking, if they're not mass producing 30K like unitree soon, going long on the upstream supply chain doesn't really make sense.
Generally speaking, auto players are very interesting to me for broad humanoid exposure.
Names Schaeffler, which was working with ~45 humanoid makers, is probably in majority? But no confirmed proof yet. There's way too much robotics overlap with
Just high level Boston Dynamics + humanoid + automotive player directional thoughts:
As for their "speculated suppliers":
Samsung Electro-Mechanics / $INTC
LG Innotek vision sensing components into Atlas
Samsung Electronics / Sk Hynix / $MU - Memory
$NVDA - Jetson Thor compute
Google DeepMind
LG Energy Solution - reported BD Atlas battery supplier
$CATL - Battery
SPG Co / 에스피지 (058610.KQ) - Reducers / harmonic-drive-style robot gearing
SL Corp / 에스엘 (005850.KRX) - leg-module supply contract with Boston Dynamics
SOS Lab / 에스오에스랩 (464080.KQ) - Atlas LiDAR supplier expected
Sungwoo Hitech - Reported likely Atlas exterior-cover supplier
Hyundai Mobis - Atlas actuators; robot hand/gripper
ROBOTIS / 로보티즈 (108490.KQ) - Robot hand/gripper/robot actuators/servo modules
HL Mando / HL만도 (204320.KRX) - Actuators / automotive motion-control parts
ABB (ABBN.SWX) - actuator supplier/ecosystem
Samhyun / 삼현 (437730.KQ) - Smart actuators / motor-control auto parts
Seoyon E-Hwa / 서연이화 (200880.KRX)~₩0.31T Auto interior/exterior parts; potential robot exterior
- from some naver article that's getting passed around recently.
As for more Western names aside from the $GOOGl $NVDA / $MU types you have $AEVA through LG innotek.
$OUST was Velodyne legacy LiDAR agreement with BD Spot. Onsemi was SOS Lab LiDAR SPAD-array partner.
And probably a few others since supply chain is large.
_
I'm actually not bullish on Boston Dynamics commercialization, even though I am for them technologically.
So personally speaking, if they're not mass producing 30K like unitree soon, going long on the upstream supply chain doesn't really make sense.
Generally speaking, auto players are very interesting to me for broad humanoid exposure.
Names Schaeffler, which was working with ~45 humanoid makers, is probably in majority? But no confirmed proof yet. There's way too much robotics overlap with
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