Nikkei xTECH Interviews Harmonic Drive Systems on AI Robot Components

On October 30, 2026, Nikkei xTECH published an interview with Harmonic Drive Systems titled “Booming AI Robot Components: Sales to Grow Sevenfold in Five Years.”

Our previous coverage has separately addressed Harmonic Drive Systems’ sales target for robot components and the parts that make up robots, including precision reducers. To assess the scale of its component business, it is necessary to distinguish the products covered, production capacity and actual shipment trends, in addition to the sales target.

What can be confirmed this time is that an interview article about Harmonic Drive Systems was published; we cannot reconstruct the interview’s specific comments or development plans. Please refer to the original article from Nikkei xTECH for details. In connection with our previous coverage, Nikkei xTECH reported that the company aims to increase sales of robot components sevenfold in fiscal 2030 compared with fiscal 2025 Harmonic Drive to Increase AI Robot Component Sales Sevenfold in Five Years, Expand Production in the U.S.. That report was published before the latest interview. Therefore, the latest article cannot be regarded as the first occasion on which the sales target or production expansion plan was presented. The excerpts provided do not make clear whether the latest article contains anything different. On the role of components, Kabutan News listed precision reducers, motors, bearings, sensors and cables in an article about stocks related to robot components Kabutan Features Physical AI and Six Robot Component Stocks. Coverage of actuators for humanoid robots has also highlighted initiatives by NSK and THK NSK and THK Draw Attention in the Humanoid Robot Actuator Market. Taken together, this coverage shows that reporting has focused not only on robot production but also on the supply of components and actuators that enable movement. However, the information here does not allow for a comparison of product specifications, supply relationships or market shares among the companies. What remains to be confirmed is which products and calculation scope are covered by the company’s sales target, and how specific its plans are for the production capacity and investment needed to achieve it. A sales target alone does not show shipment volumes, profitability, product mix by application or progress toward mass production. Please consult the original article for details.