The analyst is considering taking long positions in 1-2 companies involved in actuators for humanoid supply chains, highlighting Harmonic Drive Systems (6324) as an obvious pick based on supply chain overlap.
Actuators are the key battleground for mass production in humanoid supply chains, making companies with actuator parts exposure attractive; Harmonic Drive Systems stands out due to supply chain overlap.
McKinsey humanoid supply chain mapping: Confirms that Actuators are set to be the key battleground for mass production. Coupled with BofA analysis where Actuators = 51% total BOM. A few companies have overlap in different Actuator parts like: -> Harmonic Drive Systems (6324) -> Nabtesco Corp (6268) -> THK (6481) -> Schaeffler I'm close to picking 1-2 names for exposure. HDS are the glaringly obvious pick though, purely from a supply chain overlap POV.
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