BOM EXPLORER · OPTIMUS REFERENCE

Where the $20K goes

ACTUATOR SYSTEM ≈ 48.8% · 14 ROLLER SCREWS · 14 ROTARY JOINTS

The reference bill of materials for a humanoid at Tesla's ~$20K target price. Actuator percentages are sourced (Western Securities, May 2026); slices marked EST are directional estimates that complete the stack. Click a slice for the chokepoint instruments behind it.

LINEAR ACTUATORS

28.9% OF BOM · ≈ $5,780 AT THE $20K TARGETSOURCED · WESTERN SECURITIES MAY 2026

14 linear actuators on the high-load joints — each one a motor plus a planetary roller screw, the most expensive single part in the robot ($1,350–$2,700 today). The cost-down race on this slice decides whether the $20K robot exists.

INSTRUMENTS IN THIS SLICE

Wuzhou Xinchun (五洲新春) · 603667 →Beite Technology (北特科技) · 603009 →Hangzhou XJ / Xinjian Transmission (新剑传动)Schaeffler · SHA →Tuopu Group (拓普集团) · 601689 →Sanhua Intelligent Controls (三花智控) · 002050 →FILE 0002 →

The cross-cutting layer: NdFeB magnets sit inside every motor in every actuator slice — several kg per robot. The materials chokepoint is embedded in half the stack, which is why it's the China lever. See File 0003.

Market intelligence, not financial advice.