[EDITORIAL ANALYSIS]COVER STORY
Unitree's price collapse is a supply-chain story, not a robotics one
Between 2023 and 2026 the entry price of a Chinese humanoid fell 71%. The mechanical design barely changed. What changed sits three tiers down the bill of materials — rare-earth magnets, planetary gearsets and a domestic encoder line that finally hit yield.
BY L. WEN · 06 SEP 2026READ →