Article

Robot component capacity ramped up early: overcapacity is both a risk and a filter

The article compares the capacity of four component companies with full-machine shipment expectations: Changzhou Nanpeng's precision reducers at an annual output of 300,000 units; Foshan Jihua Qujie's joint module production line with a designed takt time of 90 seconds per set; Leadshine's frameless torque motors with orders in hand exceeding 1 million units and monthly capacity of 150,000 units; and Weiling Robotics' annual output of 200,000 reducers, 60,000 joint modules, and 210,000 servo motors. Combined, this totals annual capacity of more than 600,000 reducers, more than 300,000 joint modules, and nearly 1 million motors, while China's humanoid robot shipments in the first half of 2026 exceeded 40,000 units and the Ministry of Industry and Information Technology forecasts full-year output above 100,000 units.

Part of the event: Humanoid Robot Component Capacity Far Exceeds Complete-Unit Shipment Expectations

This page provides a summary and source link only.