Musk is stressing robots over cars. These suppliers make humanoid parts
(CNBC): The race to develop humanoid robots is heating up as Tesla shifts focus to building Optimus robots at a California plant, while Chinese rivals surge ahead in production and global partnerships.
Transformation: The competition to create humanoid robots intensifies as Tesla decides to halt production of certain electric car models to manufacture Optimus robots in California. Meanwhile, Chinese companies are already making strides in delivering robots and forming partnerships worldwide. This shift is driving increased demand for robot parts, with component suppliers poised to benefit the most from the industry’s early growth, according to analysts. The sector is experiencing a surge in production, with major players like Leaderdrive and Inovance Technology positioning themselves to capitalize on the rising demand for humanoid parts. Despite excitement around humanoid robots for entertainment purposes, the technology is still in its early stages, leaving uncertainty about regulations and the survival of companies in the market. Tesla’s announcement regarding Optimus robots has significantly impacted the stock performance of Chinese humanoid parts companies, prompting fluctuations in the market.
