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Why robotic hands could make or break the humanoid industry

Advanced humanoid robot hardware is approaching commercial readiness, but major hurdles remain before mass deployment becomes economically viable.

According to Roland Berger’s “Humanoid robots 2026” report, core systems now function reliably in demonstrations and pilot projects. Yet, widespread adoption depends on reducing component costs by 50-90 per cent while improving durability and scaling supply chains.

Also Read: The humanoid robot economy is no longer science fiction

The industry expects hardware designs to stabilise around 2028-29, with supply chains maturing gradually after that. Unlike many digital industries where software matures first, humanoid robotics faces the reverse challenge: mechanical systems are advancing faster than the AI, data infrastructure, and operational ecosystems needed to use them effectively.

Actuators: the largest cost driver

Actuators, which combine motors, gears, sensors, electronics, and thermal management, are the most expensive and performance-critical components in a robot. Roland Berger estimates the actuator market could reach US$26-79 billion by 2035. humanoid robots typically require 25 to 35 actuators, each of which needs precise coordination to achieve fluid movement.

The industry is shifting from harmonic drive reducers to axial-flux motors paired with cycloidal reducers, promising higher torque density and greater energy efficiency. However, this transition still requires one to three years of validation before reaching industrial maturity. Although actuator costs have already fallen roughly 50 per cent through design optimisation and early volume manufacturing, another 50-90 per cent reduction is needed for large-scale commercial deployment.

Technical challenges extend beyond cost. Humanoid robots must coordinate 30-50 degrees of freedom in real time while balancing safety, noise reduction, and energy efficiency. Long-term durability remains uncertain because continuous industrial use places very different demands on bearings and joints than laboratory testing.

Southeast Asia is well-positioned to participate in this supply chain. Thailand’s automotive parts industry already has expertise in electric motors and precision gearing, while Singapore’s aerospace manufacturing sector brings advanced precision engineering capabilities that can transfer into robotics production.

The challenge of robotic hands

Dexterous robotic hands remain one of the industry’s toughest engineering problems. Human hands have around 27 degrees of freedom and thousands of sensory receptors, allowing fine motor control and adaptability that machines still struggle to replicate. Roland Berger projects the market for robotic hands and end-effectors at US$9 billion to US$26 billion by 2035.

Current robotic hands can demonstrate early dexterity but lack industrial robustness. Many have lifespans under one year in heavy-use environments, making frequent replacements too costly for large-scale adoption. Engineers face constant trade-offs between dexterity, which requires more sensors and actuators, and durability, which favours simpler designs.

Tactile sensing is another limitation. Human hands rely on thousands of receptors for feedback on grip strength, texture, and object stability. Replicating this requires more than 100 sensors per robotic hand, along with advanced signal-processing systems.

Also Read: The real battle in humanoid robotics is about data, not hardware

Despite these challenges, robotic hands are strategically important because they enable robots to interact with environments designed for humans, including tools, keyboards, switches, and doors, without requiring expensive modifications to workplaces.

Power systems and the race for longer runtimes

Battery systems directly influence robot productivity. Current humanoid robots operate for two to eight hours per charge, while the industry aims for 16-hour runtimes by 2028 to enable multi-shift operations. Roland Berger estimates the market for energy and charging systems at US$6 billion to US$18 billion by 2035.

Most humanoids are expected to use lithium-ion batteries similar to electric vehicles, potentially exceeding 10 kilowatt-hours in capacity. Battery management systems play a critical role by monitoring temperatures, balancing charge, and coordinating energy consumption across workloads.

Fast charging introduces another trade-off. While rapid charging improves operational flexibility, it accelerates battery degradation through increased thermal stress. Cooling systems are also difficult to integrate because they add weight, consume power, and increase complexity.

Southeast Asia again holds advantages. Malaysia’s electronics sector already has strong capabilities in battery management systems and power electronics, while Singapore’s advanced manufacturing ecosystem supports battery-related innovation.

Structural components and manufacturing scale

Humanoid robot structures must balance lightweight design with strength and affordability. Frames, linkages, and joint housings currently rely heavily on aluminium, steel, and advanced materials such as PEEK, a high-performance polymer widely used in aerospace and medical applications. However, PEEK remains significantly more expensive than standard industrial plastics, limiting its use in mass production.

Manufacturers are increasingly adopting automotive-style production methods, including reducing part counts, integrating multiple functions into a single component, and standardising interfaces to simplify assembly and reduce costs. Additive manufacturing remains valuable for prototyping and low-volume parts, but high-volume production will eventually favour traditional methods such as casting, moulding, and stamping.

Durability is still largely unproven. Early deployments will serve as live test grounds, generating real-world failure data to refine future generations of hardware.

A critical three-year industrialisation window

The industry faces three major barriers before humanoid robots can achieve large-scale deployment: dramatic cost reductions, proven long-term durability, and successful transitions to next-generation component technologies.

Also Read: Rise of the machines: 20 robotics startups shaping Southeast Asia’s future

Industry consensus suggests that by 2028-29, hardware designs across major subsystems will stabilise, meaning they have been validated through field use and supported by scalable supply chains.

For Southeast Asian manufacturers, this period represents a major strategic opportunity. Companies that participate early, helping refine production processes, materials, and component designs, could secure valuable long-term positions in the global humanoid robotics supply chain. Those who wait until specifications fully mature risk being pushed into lower-margin commodity-supplier roles.

The post Why robotic hands could make or break the humanoid industry appeared first on e27.

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