Harmonic Drive Systems to Increase AI Robot Parts Sales Sevenfold in Five Years, Expand U.S. Production

Nikkei Xtech reported on September 1, 2026, that Harmonic Drive Systems plans to expand production capacity in the United States starting in summer 2026 and increase sales of parts for physical AI robots sevenfold in fiscal 2030 compared with fiscal 2025. The company also said it plans to roll out a series of proposal-oriented prototypes for humanoid robots during 2026.

For companies that make parts for humanoid robots and their designers, the specific timing of the production expansion in North America and the planned introduction of proposal-oriented prototypes during 2026 are important. The company also expects sales of parts for physical AI robots in fiscal 2030 to be seven times their fiscal 2025 level, offering a view of its supply plans in anticipation of demand.