Humanity's Last Machine — Humanoid Robot Supplier Database
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About This Dataset
The Humanity's Last Machine Supplier Database is a structured, research-grade catalogue of 124 Chinese hardware suppliers serving the humanoid robotics industry. Published by the independent research publication Humanity's Last Machine and updated quarterly, it documents Tier 1 and Tier 2 supplier relationships across 15 component categories including reducers, sensors, motors, screws, hand units, actuators, PCBs, materials, and castings. Each record includes the supplier's English and Chinese name, headquarter city, founding year, Chinese stock exchange code, and verbatim relationship notes for four OEM customers: Tesla, Figure AI, AgiBot, and Unitree. All 124 suppliers are Chinese-headquartered, making this the most granular public mapping of the Chinese humanoid robot supply chain available. The dataset is exported directly from the Humanity's Last Machine interactive database via CSV and is cross-referenced with stock exchange filings for verification. Free to access online; all rights reserved.
What is it?
The Humanity's Last Machine Supplier Database is a structured supply chain intelligence dataset documenting 124 Chinese component suppliers for the humanoid robotics industry. Published by Humanity's Last Machine — an independent research publication focused on humanoid hardware — and updated as of April 2026, it maps supplier relationships across 15 component categories to four major OEM customers: Tesla (Optimus), Figure AI, AgiBot (A2/X1), and Unitree (G1/H1). Each record includes the supplier's English and Chinese name, headquarter city, founding year, Chinese stock exchange ticker, and verbatim relationship notes describing the specific component supplied and the nature of the commercial relationship.
Who is it for?
This dataset is designed for supply chain analysts, robotics industry researchers, investors, journalists, and policy researchers who need structured data on the humanoid robot hardware ecosystem. It is particularly valuable for anyone studying geopolitical concentration risk in robotics hardware supply chains, since all 124 documented suppliers are headquartered in China — including those supplying US-headquartered OEMs Tesla and Figure AI.
Key specifications
- •Suppliers documented: 124
- •OEM customers covered: 4 (Tesla, Figure AI, AgiBot, Unitree)
- •Component categories: 15 (Reducers, Sensors, Motors, Screws, Hand Units, Actuators, Assemblies, Materials, PCBs, Intelligence, Bearings, Castings, Data, Periphery, Other)
- •Country of origin: China (all 124 suppliers)
- •Format: CSV (export available from source website)
- •License: All rights reserved — data sourced from public stock exchange filings and company announcements
- •Access: Open — freely accessible via humanityslastmachine.com/supply-chain
How it compares
The HLM Supplier Database is the most granular publicly available mapping of the Chinese humanoid robot supply chain, with explicit OEM relationship notes. Humanoid Atlas (humanoids.fyi) covers more OEMs (38) with confidence-rated relationships but has fewer supplier records (46). Neither dataset provides comprehensive Western supplier coverage — that gap is partially addressed by the Robot Report Suppliers directory for US/EU components.
Limitations and access notes
All relationships are reported based on public announcements, stock exchange filings, and industry sources — they are not independently verified contracts or audited supplier lists. For OEMs not yet in mass production (notably Tesla Optimus), relationships represent preliminary engagements rather than confirmed production contracts. The dataset covers Chinese suppliers only and does not reflect the full global supply chain. All rights reserved — attribution required for derivative use.
Access and Licensing
Citation
Humanity's Last Machine (2026). Humanity's Last Machine — Humanoid Robot Supplier Database. https://www.humanityslastmachine.com/supply-chain
Frequently Asked Questions
About Humanity's Last Machine
Humanity's Last Machine — Humanoid Robot Supplier Database is a Supply Chain Intelligence dataset maintained by Humanity's Last Machine, released in 2026 under the All rights reserved — data sourced from public stock exchange filings and company announcements. Attribution required. license. The dataset is restricted to non-commercial research use. The full dataset is freely accessible at https://www.humanityslastmachine.com/supply-chain.