Core Insights - The current actuator transmission solutions for humanoid robots have not fully converged, with significant cost reduction potential in hardware as technology evolves and scales up [1][2] - The linear and rotary actuators exhibit complementary and substitutive relationships, influenced by application scenarios and cost factors, with a potential increase in linear actuator usage as costs decrease [2] - The processing routes for lead screws have not converged, while reducer and bearing technologies are relatively mature, indicating that future cost reductions will primarily rely on scaling and structural design [3] Industry Analysis - The processing technologies for transmission system components such as lead screws, reducers, and bearings share similar underlying technical genes, allowing for cross-industry participation [4] - The current landscape of industry participants is diverse, and companies with multiple competitive advantages in technology, customer base, and capital are likely to emerge as leaders [4] - The evolution of the competitive landscape will be influenced by new technological developments in transmission system processing routes [4]