HUMANOID BOM: The Cost Layer of the Robot Economy What is HUMANOID BOM? BOM = Bill of Materials. In humanoid robotics, the BOM represents the complete physical cost structure required to build one humanoid robot. Think: Compute Cameras, LiDAR, IMUs and force sensors Motors, actuators and gearboxes Batteries and battery-management systems Frames, joints, hands and feet PCBs, wiring and motor controllers Connectivity and communications hardware Manufacturing and assembly inputs Why does this matter? Because the humanoid BOM may determine whether humanoids become a mass-market technology or remain expensive prototypes. Imagine: $20K BOM → $30K robot versus: $12K BOM → $30K robot That difference can completely change the economics of manufacturing, leasing and deploying humanoids at scale. And this is where things get particularly interesting. Humanoids share major technology and supply-chain intersections with EVs: Battery cells Power electronics Electric motors Controllers Advanced manufacturing Global component supply chains As humanoid production scales, the industry will need increasingly sophisticated ways to track, benchmark and optimize the cost of every component. That creates a potential infrastructure category: HUMANOID BOM Imagine a future platform tracking: → Actuator costs → Battery costs → Compute costs → Sensor costs → Joint and gearbox costs → Manufacturing costs → Supplier ecosystems → BOM comparisons between humanoid platforms → Cost reductions as production scales → Estimated cost per humanoid generation The EV industry developed enormous ecosystems around vehicle specifications, component costs and manufacturing economics. Humanoids may develop something similar. That makes an interesting digital asset for the emerging humanoid economy. Not simply a domain. A potential address for the cost-intelligence layer of humanoid robotics. As the industry moves from prototypes to production to millions of units, one question becomes increasingly important: What does it actually cost to build a humanoid? HUMANOID BOM could become the place where that question gets answered. #HumanoidRobots# #HumanoidBOM# #Robotics# #PhysicalAI# #EmbodiedAI# #HumanoidAI# #RoboticsIndustry# #Manufacturing# #EV# #ArtificialIntelligence# #RobotEconomy# #FutureOfRobotics#

Humanoid BOM model: Current humanoid BOM = ~$68k based on channel checks across 3 humanoid OEMs (UK and US). - Actuation = 33.8% of current BOM - Dextrous hands = 30.3% - Structure = 7.6% - Sensing = 7.5% - Electrical = 6.0% - Vision = 4.7% - Compute = 4.6% - Power = 4.6% - Other = 0.9% * Piecing together various component costs across different Western OEMs. Numbers may be over/understated for this reason.

2025 vs. 2026: from rookie to agile runner. #humanoidrobots# have leveled up fast. 🤖✨ The second World Humanoid Robot Games will kick off in #Beijing# today. Watch the robot athletes shine!

Time travel to the Tang Dynasty🤖🏮 Our ultra-bionic humanoid robot U1 Pro just landed in ancient Chang’an, and honestly… the Tang-style look suits her. 👀✨ #UBTECH# #UWORLD# #UltraBionic# #HumanoidRobot# #ChineseCulture#

Have you ever seen a vertical warehouse built for robots? 112 humanoid robots in 65 m²! EP.2 of our factory tour series — Next up: another corner of the factory you haven't seen yet. 👀 #UBTECH# #HumanoidRobot# #IndustrialRobot# #SmartManufacturing# #AI#

🤖 UBTECH CEO takes you inside our Super Smart Factory to see how robots build robots! Episode 1 of our factory tour series — stay tuned for more! #UBTECH# #HumanoidRobot# #IndustrialRobot# #SmartManufacturing# #AI#

🚀 Milestone Unlocked: The first batch of UWORLD U1 Series Ultra-Bionic Humanoid Robots has been delivered! What was once science fiction is now shipping. 🤖 We can't wait to bring U1 to more places. #UWORLD# #UltraBionic# #HumanoidRobot# #Robotics# #AI#

AGIBOT X2 robots took the stage at the Greater Bay Area Film Concert, dancing alongside performers and moving in sync with each other. Humanoid robots aren’t just showing up in labs and demos anymore. They’re starting to share the stage with people. #AGIBOT# #AGIBOTX2# #HumanoidRobotics# #EmbodiedAI#

Robots. Music. Dance. Lights. 🎭🤖 A little taste of what’s coming to the stage at Lumos Robot Theater. And this is just the beginning. September 19 | Shenzhen #LumosRobotics# #Robotics# #HumanoidRobots# #lumosnix#