No. Planetary, strain-wave, and cycloidal reducers use different mechanisms. The illustrated planetary gears do not establish that every company in this sector supplies those specific parts.
Does industrial market share imply humanoid leadership?
No. A share estimate for large industrial robot reducers cannot be relabeled as humanoid market share. Keep the application, product category, date, and source attached to the claim.
Compare Nabtesco’s industrial reducer franchise with strain-wave specialists Harmonic Drive and Leaderdrive. Timken spans several gear architectures. Their industrial positions are not humanoid market-share rankings.
Open each company below for its source and limitations. Sector membership does not establish a confirmed supply contract.
Inside the assembly
Internal ring gear
In this configuration, the outer ring is fixed to the housing. Its inward-facing teeth mesh with the planets and transmit reaction torque.
Stock-link scope: These companies make complete planetary reducers incorporating ring gears; standalone ring-gear supply is not established.
Planets spin on carrier pins while orbiting the sun, distributing load across several meshes. With the ring fixed, the ideal reduction ratio is 1 + ring teeth / sun teeth.
Stock-link scope: A planetary reducer product match. This is not a claim of standalone planet-gear or pin supply.
The integrated-actuator white paper explicitly discusses humanoid joint requirements; strain-wave expertise does not establish a planetary-gear supply role.
The 2025 annual report describes coreless motors, precision gearboxes, roller screws, frameless torque motors and dexterous-hand components through subsidiaries. This supersedes the robot-vacuum-only source.
Leadshine markets humanoid motors, joint modules, and complete dexterous hands. Documented hand designs use geared or screw transmissions, not the model’s tendon.
Nidec documents motors and FLEXWAVE strain-wave reducers, and separately ABLE planetary gearboxes. Match each gear architecture to its actual product; do not treat all reducers as planetary.
The Humanoid partnership supports actuator supply. Separately, Schaeffler disclosed a two-stage planetary humanoid actuator at CES 2026 (linked in the assembly sources). Neither establishes finger or tendon supply.
The verified product page documents harmonic reducers for six-joint robots. Other motor, hand, and sensor links are withheld pending a specific primary source.
The official catalogue lists planetary reducers and geared motors. This is a suitable gearbox-architecture match, without an asserted humanoid customer.
Evidence groupings are not investment ratings. Companies may appear in multiple sectors.
