{"city":"Suzhou","name":"Leaderdrive","slug":"leaderdrive","facts":[{"date":"2026-07-03","type":"partnership","value":"Forming a China-based venture with SKF for humanoid robot transmission components","source":"The AI Insider"},{"date":"2026-07-01","type":"revenue_band","value":"[object Object]","source":"Market Supporter AI (Japanese)"},{"date":null,"type":"judged_commercial","value":"1","source":""},{"date":null,"type":"judged_leverage","value":"6","source":""},{"date":null,"type":"judged_progress","value":"6","source":""},{"date":null,"type":"judged_production","value":"6","source":""}],"peers":[],"stage":"Public","state":"Jiangsu","aliases":["绿的谐波"],"country":"China","domains":[{"why":"Leaderdrive supplies harmonic drives, a core robotic actuation and transmission component. Its partnership with SKF also targets transmission components for robotic systems.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":83,"domain":"Robotics","scores":{"gate_ne":["technology","firepower"],"leverage":8,"position":8,"progress":10,"firepower":8,"commercial":6,"deployment":8,"production":10,"technology":8},"edition":null,"segment":null},{"why":"Leaderdrive supplies harmonic drives to an estimated 60%–70% of humanoid manufacturers and is forming a China-based venture with SKF for humanoid robot transmission components.","list":"Humanoids 100","rank":13,"tier":"member","layer":"Components","total":83,"domain":"Humanoids","scores":{"gate_ne":["firepower"],"leverage":8,"position":8,"progress":10,"firepower":8,"commercial":6,"deployment":8,"production":10,"technology":8},"edition":"November 2026","segment":"Actuation"}],"founded":null,"signals":[{"date":"2026-09-10","header":"Leaderdrive supplies harmonic drives to an estimated 60%–70% of humanoid manufacturers.","outlet":"humanoid.guide"},{"date":"2026-07-03","header":"SKF and Leaderdrive are forming a China-based venture for humanoid robot transmission components.","outlet":"The AI Insider"},{"date":"2026-04-27","header":"Leaderdrive’s founders reached approximately billionaire status through their stakes in the company.","outlet":"humanoid.guide"},{"date":"2026-04-27","header":"Leaderdrive holds 30% to 40% of China’s harmonic-reducer market and supplies Agibot and UBTech Robotics.","outlet":"humanoid.guide"},{"date":"2026-04-27","header":"Leaderdrive more than doubled net profit to 124.4 million yuan in 2025 as revenue reached 570.7 million yuan.","outlet":"humanoid.guide"},{"date":"2026-04-27","header":"Leader Harmonious Drive Systems shares rose 40% in the past year as humanoid robotics demand lifted its valuation.","outlet":"humanoid.guide"}],"website":"leaderdrive.com","category":"Robotics · Components","categories":[{"name":"Actuation","domain":"Humanoids","parent":"Humanoids · Components"},{"name":"Actuation","domain":"Robotics","parent":"Robotics · Components"}],"last_round":null,"updated_at":"2026-10-25T23:17:49.578217+00:00","facts_total":12,"positioning":"Leaderdrive is China's harmonic-reducer volume leader (STAR-listed) with 2025 revenue of RMB 570.7M (~$79M, +47%) and net profit of RMB 124.4M (more than doubled), pricing aggressively against Harmonic Drive Systems. It is the price-disruption side of the reducer duopoly-in-formation, with capacity of 790,000 reducers a year (plus a new project adding 1M more), a 30-40% Chinese harmonic share per J.P. Morgan, and customers across the Agibot, UBTech, and Tesla Optimus supply chains. Its industrial and humanoid joint demand is the driver.","sub_category":"Actuation","signals_total":7,"url":"https://www.frontiertechintelligence.com/companies/leaderdrive","title":"Leaderdrive · robotics, Suzhou, Jiangsu, China · scores, facts and signals · Frontier Tech Intelligence","description":"Leaderdrive supplies harmonic drives, a core robotic actuation and transmission component. Its partnership with SKF also targets transmission components for robotic systems. Robotics watchlist (score 83) 7 signals and 12 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}