Hyundai Mobis

Hyundai Mobis said in a press release on Oct 15 that it held its Mobis Mobility Day in Shanghai on Oct 14, its first open-innovation event in China, inviting local companies, carmakers and investors to discuss robotics and physical AI. The parts maker had run the event regularly in Silicon Valley since 2022; it said about 300 people attended in Shanghai, including C-level executives of Chinese robotics companies and heads of global investment firms, and that interest was high because Mobis disclosed a humanoid actuator order earlier this year. The company said it picked Shanghai for the manufacturing base, supply chain and research clusters of the Yangtze River Delta, held follow-up meetings with major companies, and aims to find partners in robotics and semiconductors early, move them through joint proofs of concept and into commercial deals, using its Silicon Valley investment arm Mobis Ventures alongside its Korean strategy team. The programme included a panel on dexterous hands for physical AI. In MEKAWIRE's coverage, the order Mobis refers to is its January deal to supply actuators for Boston Dynamics' Atlas humanoid, its first robotics customer.

Korea's regulatory sandbox approval on October 13 lets Robros put 20 walking humanoids beside workers at Nepes, Sungwoo Hitech, HD Hyundai Samho and Delivery Lab, lifting a fence rule written for fixed industrial robots. Set against MEKAWIRE's records, the number is small: Hyundai plans 25,000 Atlas units, UBTech sold 921 full-size humanoids in six months and Figure says it builds one robot an hour. But Korea is the only market in our data where the state has formally changed who may let a humanoid work next to people, and that permission, not robot count, is what most factory deployments are still waiting for.

Unitree Robotics, the Hangzhou maker of quadruped and humanoid robots that listed on Shanghai's STAR Market in August 2026, now earns more from humanoids than from robot dogs. Its filings show 73.6% of humanoid revenue in the first nine months of 2025 came from research and education buyers, the central question for a company worth about RMB61 billion at its issue price.

Tesla said in its second-quarter 2026 update, released on July 22, that it has decommissioned the Model S and Model X lines in Fremont and is installing first-generation Optimus production lines, with production expected soon and the first robots reserved for an internal Optimus Academy that collects training data. Capital expenditure rose to $5.79 billion from $2.49 billion in the first quarter and free cash flow turned negative at minus $1.09 billion, while the update gave no robot unit count, no capacity figure and no date for Optimus Gen 3.

Hyundai Mobis will supply actuators for the production version of Boston Dynamics' Atlas humanoid under a framework announced at CES on January 7, 2026, its first robotics customer. The Hyundai parts maker says actuators make up more than 60% of a humanoid's material cost, and plans to extend the tie-up to grippers, sensors, controllers and battery packs as Hyundai Motor Group targets 30,000 robots a year by 2028.