Here are some of the companies building humanoid robot parts according to UBS

Robot makers:
- China: Unitree, UBTech, AgiBot
- Overseas: Tesla, Boston Dynamics (Hyundai), Figure AI, Agility Robotics

The brain (computing):
- Nvidia, Qualcomm, AMD, Intel
- China: Horizon Robotics, Cambricon, Huawei

The eyes (sensors):
- Sony, Cognex, Keyence
- China: Hesai, RoboSense

The body (batteries):
- CATL, LG Energy Solution, Samsung SDI, Panasonic

The joints (motors and gears):
- Harmonic Drive Systems, Nabtesco, Schaeffler, Nidec

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