On September 26, 2025, Beijing-based Motorevo announced the completion of back-to-back Pre-A+ and Series A financing rounds totaling several hundred million RMB, led by Lightspeed Harmony and the Beijing Robotics Industry Development Fund. This capital surge arrives as the humanoid robotics industry shifts from laboratory prototypes to industrial-scale deployment, identifying integrated joint modules—the core units responsible for torque, precision, and stability—as the primary hardware bottleneck. By achieving a peak torque density of 210Nm/kg with its flagship PA series, Motorevo has already secured over RMB 100 million in 2025 orders from major clients like Tencent RoboticsX and Leju Robotics, positioning itself as a critical enabler in the global embodied AI supply chain.
To address the surging demand for high-performance motion units, Motorevo is scaling its annual production capacity to 200,000 units, offering a versatile product range spanning $2\text{Nm}$ to $400\text{Nm}$ for humanoids, quadrupeds, and exoskeletons. This expansion aligns with broader market projections from Gongyan Research, which forecasts a RMB 68.9 billion market for joint modules within the next five years. As the industry moves toward mass-market manufacturing, Motorevo’s ability to deliver high-yield, production-ready systems allows it to anchor the hardware foundation for the next generation of general-purpose intelligent terminals.
Broader Industry Landscape
The joint module segment is drawing a diverse set of players — from listed industrial heavyweights to emerging innovators:
• Zhongda Leader: Full product line in precision reducers and servo motors, widely deployed in humanoid joints. Known for high-precision planetary reducers used in torso and leg joints.
• Leader Harmonic: Market leader in harmonic reducers, valued for precision, reliability, and cost-performance. Key supplier to multiple humanoid robot firms.
• Estun: Industrial robot giant with full-stack humanoid R&D. Its Codroid humanoids integrate self-developed modular joints with dual-control architectures for higher task success rates.
• Haozhi Electromechanical: Specializes in spindle motors and high-torque servos, powering head and hand joints for fine humanoid movements.
• Junpu Intelligence: Partnered with HCT Robot to co-develop linear joints and dexterous hands, balancing cost, volume, and precision.
• Shuanglin: Invested RMB 995 million in planetary roller screws and linear joint production, aiming for 1 million units annually.
• Jiangsu Beiren: Tesla Optimus supplier, providing high-precision welding systems for humanoid torsos and joints.
Other innovators, such as IFUNA Transmission and Tianlian Robotics, are advancing lightweight, compact integrated designs with improved torque density and durability — critical for humanoids and exoskeletons.
Market Outlook
According to Gongyan Research, demand for joint modules will reach 4.82 million units within five years, with a market size projected to exceed RMB 68.9 billion. For humanoid robots — the flagship platform of embodied AI — integrated joints are not merely components but strategic enablers. Without scalable, high-yield joint production, humanoids cannot transition from demonstration units to cost-effective mass deployment.
As humanoids evolve into general-purpose intelligent terminals, companies that combine deep R&D capability, scalable engineering, and rapid iteration will define the supply chain hierarchy — and ultimately anchor the hardware foundation of the embodied AI era
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