CHOKEPOINT LENS
DOSSIER
ROLE
Optimus — the demand engine of the entire chokepoint map. ~28 body actuators, 14 roller screws, a custom Arm-based AI5 brain, and a ~$20K target price that sets the cost bar for every supplier.
CHOKE POSITION
Demand proxy, not the trade: Tesla's architecture choices (roller screws, vision-only, QDD-vs-high-reduction) decide which chokepoints appear in the BOM at all. Chinese brokerage research claims ~70% Chinese share of Gen-3 Optimus components.
Key readouts, what makes the choke pay, what breaks it, and the catalysts on the watch — for every instrument on the board.
PERFORMANCE
No market data available for this instrument.
RELATED SIGNALS
FULL FEED →Leaderdrive (绿的谐波) secures Tesla Optimus harmonic reducer qualification
Leaderdrive completes 18-month qualification for strain-wave reducers on Optimus Gen-2. Volume shipments expected Q4 2025. Pricing reportedly 40-60% below Harmonic Drive Systems.
South Korea robot density hits 1,012 per 10k workers — world record
IFR World Robotics 2025 report: South Korea maintains #1 position at 1,012 robots per 10,000 workers. China rises to 470. Japan holds at 631. US at 285. Density correlates with automation-mature supply chains.
Keli Sensing (柯力传感) Tesla F/T sensor validation — China force/torque breakthrough
Keli Sensing receives Tesla validation for 6-axis force/torque sensors on Optimus dexterous hands. First Chinese F/T maker to pass automotive-grade qualification for humanoid use.
NOTES
Demand proxy
Market intelligence, not financial advice.