Unitree Price War Forces Harmonic Drive Suppliers Out of Comfort Zone: Robot Cost Squeeze Reshapes Supply Chain as Leaderdrive and Competitors Diversify

Chinese humanoid robot makers are slashing prices, raising shipment hopes but intensifying pressure on upstream suppliers.

Leaderdrive, Shuanghuan Drivetrain, and Zhaowei Electromechanical are broadening into bearings, harmonic reducers, and dexterous hands to defend margins.

Unitree and other leading makers are also moving more production in-house, with tighter cost control and stronger self-developed components.

The price war may speed up volume growth, but it is reshaping China’s robotics supply chain and squeezing supplier profitability.