Goldman Sachs Maps the Humanoid Robot Supply Chain: From $TSLA to $NVDA

DavidMarlin
06-05

Goldman $Goldman Sachs(GS)$ just dropped a map of the entire humanoid robot supply chain.

Here are the publicly traded tickers they named 馃憞

Humanoid Robot Makers

$Tesla Motors(TSLA)$ $XPeng Inc.(XPEV)$ $BYD Co., Ltd.(BYDDY)$ $Xiaomi Corp.(XIACY)$ $UBTECH ROBOTICS CORP LTD(UBTRF)$ $GAC HOLDCO INC.(GACWF)$ $ESTUN(02715)$ $TSLA

Foundation Models

$NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ iFlytek

GPU / CPU

$NVIDIA(NVDA)$ $Intel(INTC)$

Actuators & Dexterous Hands

Harmonic Drive, Schaeffler, Sanhua, Tuopu, Inovance, Beite, Hengli Hydraulic , Shuanglin, Veichi , Fortior

Sensors

$Novanta(NOVT)$ $Vishay Precision(VPG)$ Murata, TDK,

Vision (camera / LiDAR)

$Hesai Group(HSAI)$ $Innoviz Technologies Ltd.(INVZ)$ $Luminar Technologies, Inc.(LAZRQ)$ $Ouster Inc.(OUST)$ $Intel(INTC)$ RoboSense, Orbbec, Sunny Optical

Batteries

CATL, Samsung SDI , Panasonic

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