Hyundai Mobis vs NSK: Actuation compared

November 2026 edition · assessment by Frontier Tech Intelligence

NSK ranks 14 on the Humanoids 100 with a score of 83; Hyundai Mobis ranks 26 with 75. NSK is ahead on deployment, commercials and progress. Level on production, technology, positioning, firepower and leverage. Hyundai Mobis is based in Seoul, South Korea, NSK in Tokyo, Japan. Hyundai Mobis: Public, founded 1977. NSK: Established. Hyundai Mobis is named in 8 signals and NSK in 17.

Hyundai Mobis →

Seoul, Seoul, South Korea · Humanoids · Components / Actuation · Public · founded 1977 · www.mobis.com

Hyundai Mobis is supplying actuators for Boston Dynamics’ next-generation Atlas humanoid and has launched new actuators specifically for robot applications.

Humanoids 100 · rank 26 · score 75Robotics · watchlist · score 51

Scores, Humanoids (of 10)

Deployment4
Production8
Commercials4
Progress8
Technology8
Positioning8
Firepower10
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

Hyundai Mobis is a KRX-listed Hyundai-group automotive tier-1 entering humanoid actuation, having agreed at CES 2026 to supply actuators for Boston Dynamics' next-generation Atlas, its first robotics customer. It is the Korean answer to Schaeffler, leveraging its automotive actuator design and mass-production base to supply the joints for Hyundai Motor Group's plan to deploy tens of thousands of robots (part of a $26B US investment); by its own framing, actuators are more than 60% of humanoid material cost. Robotics revenue is not broken out.

Latest signals

  • Boston Dynamics is preparing a Korean supplier network for Atlas production at a reported 10,000-robot scaleHumanoids Daily
  • Global Technology began its first mass production of automotive semiconductors with Hyundai Mobis.The Elec
  • RideFlux signed an MOU with KG Mobility and Hyundai Mobis to commercialize autonomous-driving and SDV vehicles.Robot News

8 signals name Hyundai Mobis.

Facts, with sources

  • New actuators for robot applicationswww.irobotnews.com — 2026-09-10
  • Two new actuators for robot applicationswww.irobotnews.com — 2026-09-10
  • Public (KRX 012330)nasdaq.com

17 facts on file.

NSK →

Tokyo, Tokyo, Japan · Humanoids · Components / Actuation · Established · nsk.com

NSK is contributing its precision-parts technology to the joint development and testing of humanoid robot components with Atom, including components relevant to robotic motion and actuation.

Humanoids 100 · rank 14 · score 83Robotics · watchlist · score 42

Scores, Humanoids (of 10)

Deployment6
Production8
Commercials10
Progress10
Technology8
Positioning8
Firepower10
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

NSK is a Japanese bearing and actuation maker (TSE:6471) that established a Robotics Business Division in March 2026 and announced miniaturized rotary and linear actuators for humanoids, plus a February 2026 design win supplying a third-generation smart joint bearing module (with integrated torque and temperature sensing) to a leading North American humanoid robot company. Its agreed merger with NTN will create the world's largest bearing maker (~$11.1B combined revenue, closing 2027), with both companies naming physical-AI robots as the priority battleground, and it signed a Delta Electronics MOU (May 2026) for joint actuator modules. With more than 70 bearings per humanoid, this is a components-scale play against JTEKT, SKF, and IKO.

Latest signals

  • NSK and Atom signed a strategic partnership agreement for domestic humanoid AI robot development and deployment.Automation News Japan
  • NSK and Atom will collect physical AI data using Atom robots in NSK manufacturing facilities.Automation News Japan
  • Atom and NSK will collect physical AI data from humanoid robots operating at NSK manufacturing sites.The AI Insider

17 signals name NSK.

Facts, with sources

  • [object Object]Automation News Japan
  • NSK and Atom signed a strategic partnership agreement for domestic humanoid AI robot development and deployment.Automation News Japan
  • NSK and Atom signed a basic agreement for strategic partnership on development and implementation of domestic humanoid AI robots, combining NSK precision parts technology with Atom's physical AI technology to establish integrated development and robot industry baseAutomation News Japan

14 facts on file.

More comparisons

Questions this page answers

Hyundai Mobis or NSK: which is ahead in humanoids?

NSK ranks 14 on the Humanoids 100 with a score of 83; Hyundai Mobis ranks 26 with 75. NSK is ahead on deployment, commercials and progress. Level on production, technology, positioning, firepower and leverage. Hyundai Mobis is based in Seoul, South Korea, NSK in Tokyo, Japan. Hyundai Mobis: Public, founded 1977. NSK: Established. Hyundai Mobis is named in 8 signals and NSK in 17.

How do Hyundai Mobis and NSK compare?

NSK ranks 14 on the Humanoids 100 with a score of 83; Hyundai Mobis ranks 26 with 75. NSK is ahead on deployment, commercials and progress. Level on production, technology, positioning, firepower and leverage. Hyundai Mobis is based in Seoul, South Korea, NSK in Tokyo, Japan. Hyundai Mobis: Public, founded 1977. NSK: Established. Hyundai Mobis is named in 8 signals and NSK in 17. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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