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The bank says supply, not demand, limits the pace, puts humanoid costs near labor parity and favors component suppliers such as Timken, ROBOTIS and Orbbec.
Moving beyond experimental pilots, South Korean logistics giant CJ Logistics has integrated two ROBOTIS semi-humanoids into an active e-commerce packing workflow to feed its Physical AI foundation models.
Legacy actuator manufacturer ROBOTIS has unveiled AI Sapiens, a fully open-source 1.3-meter humanoid powered by new Quasi-Direct Drive actuators, targeting the growing market for reproducible "Physical AI" research.
