According to a Korea Economic Daily (KED Global) report published on October 27, 2026, citing industry sources, Boston Dynamics has finalized the supplier lineup for Atlas, its humanoid robot, and asked the selected companies to prepare for purchase orders covering 10,000 units. The orders themselves have reportedly not been issued yet: the report says they are expected soon and that component makers already plan to expand their production lines.
Under the reported split, Hyundai Mobis would supply the joint actuators and hand grippers — items that, according to the report, account for more than half of a robot's cost — as well as the headlamps and main cameras, alongside Namuga, IEL and other suppliers. The 21 mm cylindrical batteries would come from Samsung SDI and LG Energy Solution; BH EVS would handle charging solutions and CTR, the control arms. The stated exception is Nvidia's chipset, described as the robot's “brain”.
With this supply chain, Boston Dynamics would set up a production system capable of making 30,000 robots a year from 2028, including Atlas. The first robots produced would go to Hyundai Motor Group's Metaplant America (HMGMA) in Georgia, United States, for tasks such as parts sorting — Atlas is already said to be training at a robotics center in the same region.
The move fits Hyundai's own context: the group, which controls Boston Dynamics, has been mobilizing its supplier base for humanoid robotics and, in October, unveiled Atlas's new four-finger hand with 13 degrees of freedom, aimed at tool use. The almost entirely Korean supply chain is also presented by the report as a way to control costs, protect technology and reduce dependence on China.
Classification: REPORT — the supplier, volume and schedule details come from a KED Global report based on industry sources, not from an official Boston Dynamics statement reproduced in this article. Purchase orders are described by the source as expected, not already issued, and large-scale production is presented as a plan, not an accomplished fact.
Image credit: Atlas hand, by Boston Dynamics (via KED Global).
Sources: KED Global (report on the Atlas supply chain), Biggo Finance (coverage of the report)
Transparency: this article was produced with the help of artificial intelligence, based on cross-checking public posts on X and sources on the internet. We recommend consulting the original sources for more details.
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