South Korean humanoid supply chains will be crucial.
For the upcoming humanoid production ramp.GS forecasts that 30% of humanoid components will come from South Korea by 2035.Due to their automotive industry expertise translating over into producing humanoid parts like actuators.Just for a quick tldr on actuators:- they essentially mimic human muscles/joints- actuators currently make up ~50% of the BOM for a humanoid.- Korea has an advantage in actuator production since they're similar to auto parts tech e.g. power steering, braking systems and autonomous vehicle tech.And "several Korean auto parts makers have already leveraged this know-how to gain a position among the leading non-Chinese suppliers of critical actuators for robotics." (GS)So for upstream humanoid exposure...It does seem like South Korea will have a massive role in being the key supplier for non-China humanoids.On top of their crucial position in AI supply chains with memory from SK hynix and Samsung...
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