Humanity's Last Machine — Humanoid Robot Supplier Database
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.
| Year | 2026 |
|---|---|
| Modalities | language |
| Data format | csv |
| License | All rights reserved — data sourced from public stock exchange filings and company announcements. Attribution required. |
| Access | open |
| Maintainer | Humanity's Last Machine |
| Origin country | CN |
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.
Frequently asked questions
What does the HLM Supplier Database contain?
The database documents 124 Chinese component suppliers for humanoid robots, with documented relationships to Tesla, Figure AI, AgiBot, and Unitree. Each record includes the supplier's name (English and Chinese), headquarter city, founding year, stock exchange ticker, and notes on the specific component supplied and nature of the relationship.
Are all humanoid robot suppliers in China?
All 124 suppliers in the HLM database are Chinese-headquartered. This includes suppliers to US-headquartered OEMs Tesla and Figure AI. The HLM dataset focuses on the Chinese supply chain; Western suppliers are not covered in this dataset.
How reliable are the supplier relationships?
Relationships are reported based on public sources including stock exchange filings, company announcements, and industry reporting. They are not independently verified contracts. For OEMs not yet in mass production, relationships may represent preliminary guidance or pilot engagements rather than confirmed production orders.
How do I access the HLM Supplier Database?
The database is freely accessible at humanityslastmachine.com/supply-chain with an Export CSV button. No registration is required. The data is updated periodically as new supplier relationships are announced.
Can I use this data commercially?
The dataset is all rights reserved. The underlying data is sourced from public stock exchange filings and company announcements. Contact Humanity's Last Machine directly for commercial licensing inquiries.