Humanoid Robotics Heats Up: Joint Module Demand Expected to Double in 2026
Humanoid Robots Are No Longer Just Concepts
In 2026, humanoid robots officially entered the "production ramp-up" phase, moving beyond "trade show demos." Tesla Optimus, Figure, and multiple domestic companies have announced small-batch delivery plans. What does this mean? Joint module machining demand is no longer counted in hundreds, but in tens of thousands.
Joint Modules: The Hard Nut of Precision Machining
A humanoid robot has 30-50 joints throughout its body, each driven by a harmonic or planetary reducer. These parts share several characteristics:
- Hard materials: 40Cr, 20CrMnTi and other alloy steels, HRC58-62
- High precision: Tooth profile accuracy ±2μm, cumulative error <= 5μm
- Thin walls: Flexspline wall thickness 0.8-1.2mm, machining deformation extremely difficult to control
- High batch requirements: CPK >= 1.67, meaning intra-batch variation must be minimal
Currently, few domestic machining companies can stably deliver these parts in volume. Most suppliers are stuck at "can make prototypes, cannot scale to production."
Bisite Preparation
We began building robotic joint module precision machining capability in 2024, and have established partnerships with 3 leading robotics companies. Core advantages:
- Full in-house process from 5-axis to mill-turn — no outsourcing
- 100% CMM inspection with data traceability
- Flexible production lines for rapid model changeover
The humanoid robot boom is just beginning, and precision machining capacity bottlenecks will become increasingly visible. Those who prepare early will be the ones who can deliver.
