# Who are Harmonic Drive Systems's customers? Who does Harmonic Drive Systems earn revenue from?
Canonical: https://valuechain.wiki/harmonic-drive · Facet: customers · Updated: 2026-07-12T04:00:29.519238+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Harmonic Drive Systems's confirmed revenue counterparties include Tesla, UBTech, Yaskawa Electric plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 5 revenue edges, backed by 6 dated sources, 1 of them primary filings (as of 2026-07-12).

### 휴머노이드·산업/협동로봇 OEM (감속기) (high)
- metric: Market share market leader · 2025 · strain-wave reducer leader
- note: Harmonic reducers to humanoid, industrial and collaborative-robot OEMs.
- [confirms] Valuates (EN, research, published 2026-01-01) https://reports.valuates.com/market-reports/QYRE-Auto-4V12992/global-harmonic-reducer-for-humanoid-robot: "Humanoid harmonic-reducer market $2.2B by 2032 (82% CAGR)."
- [confirms] Harmonic Drive/TSE (JA, filing, published 2025-05-15) https://www.hds.co.jp/english/ir/: "Humanoid harmonic-reducer market 82% CAGR."

### Tesla (high)  → /tesla.md
- note: Supplies harmonic reducers for Tesla Optimus joints — a humanoid needs many reducers per unit, so Optimus production scale is the single biggest variable for this node's humanoid demand.
- [confirms] eWeek (EN, news, published 2026-01-01) https://www.eweek.com/robotics/tesla-optimus-robot-launch-timeline/: "Supplies harmonic reducers to Tesla Optimus."

### UBTech (high)  → /ubtech.md
- note: Supplies harmonic reducers for UBTech's Walker humanoids — a flagship customer for Chinese humanoid commercialization and a gauge of the robotics demand leg.
- [confirms] PR Newswire (EN, news, published 2025-11-01) https://www.prnewswire.com/news-releases/ubtech-humanoid-robot-walker-s2-begins-mass-production-and-delivery-with-orders-exceeding-800-million-yuan-302616924.html: "Supplies harmonic reducers to UBTech Walker humanoids."

### Yaskawa Electric (mid)  → /yaskawa.md
- note: Supplies harmonic reducers for Yaskawa's Motoman robots — even an industrial-robot leader leans on an outside supplier (Harmonic Drive) for the precision joint component.
- [confirms] Morningstar (EN, research, published 2026-01-01) https://www.morningstar.com/company-reports/1259190-yaskawa-electric-earnings-expecting-strong-growth-in-2025-driven-by-servo-and-robotic-recovery: "Supplies harmonic reducers to Motoman robots."

### FANUC (mid)  → /fanuc.md
- note: Supplies harmonic reducers for FANUC's industrial/collaborative robot joints — a robot OEM that does not make precision reducers in-house depends on Harmonic Drive.
- [confirms] Intel Market Research (EN, research, published 2026-01-01) https://www.intelmarketresearch.com/industrial-robot-reducer-market: "Supplies harmonic reducers to FANUC robots."

Reverse side: https://valuechain.wiki/harmonic-drive/suppliers.md · Ripple: https://valuechain.wiki/harmonic-drive/ripple.md

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