Embodied AI is driving humanoid robots from demonstration prototypes toward practical factory applications. Their commercialization depends not only on AI, but also on joint modules with high power density, precision, low energy consumption, and manufacturability. Linear actuators, rotary actuators, and dexterous hands account for more than 70% of total system costs, involving ball screws, planetary roller screws, reducers, motors, bearings, and precision machining—key strengths of Taiwan’s machinery industry. This article examines how machine tool builders, component suppliers, and automation companies can move into joint modules, process equipment, and production validation to capture new high-value manufacturing opportunities.
2026 / 09 / 23
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