Unitree Price War Forces Harmonic Drive Suppliers Out of Comfort Zone: Robot Cost Squeeze Reshapes Supply Chain as Leaderdrive and Competitors Diversify

Unitree R1 humanoid drops below 30K yuan, Morgan Stanley raises 2026 forecast to 50K units, as Leaderdrive and Shuanghuan Drivetrain cross into each other turfs and Zhaowei builds dexterous hand plant.