China's Coreless Motor Suppliers
The dexterous-hand motor supply base in depth.
A humanoid is mostly actuators, and actuators are mostly motors. Two motor families define the whole machine — frameless torque motors for the big joints, coreless motors for the hands. For decades Swiss and American incumbents owned both. Here is how China's challengers closed the gap on orders, price and performance.
A humanoid repeats the same motor architecture dozens of times. Two frameless torque motors per leg, per arm; roughly 20 coreless motors inside a single dexterous hand, times two hands. The cost may be "only" ~12% of BOM, but performance here sets the robot's whole ceiling: torque density decides how heavy it can carry, cogging torque decides how smooth it pours tea, and dynamic response decides whether it can recover from a stumble. That is why this is the most contested component after reducers.
| Family | Where it sits | Benchmark Western maker | Chinese challengers |
|---|---|---|---|
| Frameless torque motor | Hip, shoulder, knee, elbow — big joints | Kollmorgen TBM series (US), Parker / RoboDrive | Kinco 步科, Leisai 雷赛, Haozhi 昊志, Huichuan 汇川 |
| Coreless / hollow-cup motor | Dexterous fingers, wrist, small joints (~20 per hand) | Maxon (Switzerland), Faulhaber | Moons' 鸣志, Dingzhi 鼎智, ZhaoWei 兆威 |
| Servo / integrated joint | Integrated actuator modules | Maxon HEJ, Kollmorgen | Sanhua 三花, Tuopu 拓普, Leaderdrive 绿的/来福 |
Maxon (Switzerland) is the coreless-motor benchmark: self-supporting hollow-cup rotors eliminate cogging, deliver ~90% efficiency, millisecond response, and have flown in Mars rovers and surgical robots. At Hannover Messe 2026 it showed its HEJ (High Efficiency Joint) series — integrated joint modules from the HEJ 70 (62 N·m) and HEJ 90 (140 N·m) to a "Hercules" variant above 250 N·m, IP67-sealed, EtherCAT CiA 402. Kollmorgen (US) leads frameless direct drive with its TBM series, designed to embed straight into a joint and minimize inertia. These are the motors Chinese engineers design against — and increasingly, design around on price.
| Dimension | Maxon / Kollmorgen | Chinese makers |
|---|---|---|
| Torque density & response | Benchmark, extreme precision, aerospace proven | Reaches ~80–95% for humanoid-grade use; catching fast |
| Price | Premium | ~50–70% of Western equivalent |
| Order momentum | Steady, premium niche | Moons' ~RMB 4.2B, Kinco ~RMB 3.3B backlog; lines full |
| Where they still win | Aerospace, deep space, surgical, ultra-high precision | Volume humanoid programs, local design-in, fast iteration |
The gap is now best described as "performance close, price decisive." Chinese frameless and coreless motors meet humanoid-grade specs at a fraction of the cost, and — critically — they iterate with Chinese humanoid makers on monthly cycles rather than annual Western sales cycles. Maxon and Kollmorgen retain the highest-precision, regulated niches (surgery, aerospace, Mars); Moons' and Kinco are winning the volume market that actually builds robots by the thousand.
Two families: frameless torque motors (rotor + stator only, no housing) for large hip/shoulder/knee joints, and coreless (hollow-cup) motors for dexterous hands and small joints. A single dexterous hand needs about 20 coreless motors.
Maxon (Switzerland) is the historical benchmark for coreless motors, and Kollmorgen (US) for frameless torque motors via its TBM series. Chinese makers Moons' Electric (coreless, #1 in China, top-3 globally) and Kinco (frameless torque, Q1 2026 unit sales +246%) are the fast challengers.
Motors are roughly 12% of a humanoid's hardware BOM — second only to actuators/reducers. Chinese motors typically cost 50–70% of Maxon/Kollmorgen equivalents while reaching a large share of performance.
For volume humanoid programs, increasingly yes. Moons' supplies coreless motors globally (including Tesla's supply chain) and holds ~RMB 4.2B in orders; Kinco holds ~RMB 3.3B in frameless orders. Western leaders still hold the extreme-precision, aerospace and deep-space niches.
The dexterous-hand motor supply base in depth.
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