Atlas suppliers: Mobis gets all actuators, Samsung SDI and LGES the batteries, ETNews says

Hyundai Motor Group has settled the supplier list for series production of Boston Dynamics' Atlas humanoid, the Korean daily ETNews reported on Oct 26, citing its own reporting rather than a company statement. Neither Hyundai nor any of the named suppliers had confirmed the list by Monday evening and none had filed on DART, so MEKAWIRE treats every name below as reported.

According to the report, Hyundai Mobis won all of Atlas' actuators and is expected to build them in the United States for delivery to Boston Dynamics. Batteries go to Samsung SDI, described as the main supplier, from its Malaysian plant and to LG Energy Solution from its Georgia plant; Atlas uses 21 mm cylindrical cells and both are said to have started preparing lines. BH EVS, a wireless-charger maker, handles charging. The main head camera, which the paper says LG Innotek had been expected to win, goes to Hyundai Mobis working with module maker Namuga. Atlas also carries cameras in its hands, supplied by MCNEX and Cammsys. The compute is NVIDIA's Jetson Thor.

The actuator part is the least new. Hyundai Mobis said at CES on Jan 7 that it would supply Atlas actuators and that actuators make up more than 60% of a humanoid's material cost, as MEKAWIRE reported; the report adds that Mobis keeps the whole volume. What is new is a mostly Korean bill of materials for cells, cameras and charging around a US-made robot that Hyundai plans to build at 30,000 units a year by 2028 (our CES story). In MEKAWIRE's comparison of Korean robot-parts makers, Mobis was the only actuator maker with a captive humanoid customer.