Here is what stands out from the supply chain angle: Figure's production rate of 55 robots per week creates genuine volume demand for actuator components, whether those are sourced externally or assembled in-house at the NEO Factory. At that scale, consistent torque performance, thermal management, and encoder accuracy matter at every unit, not just in prototypes. Unitree's $4,290 price point creates a different pressure: it forces component suppliers to ask whether they can deliver actuator performance at a cost structure that fits inside a sub-$5,000 robot. These two pressures, volume reliability and cost-per-unit compression, are the defining supply chain tensions in the actuator market right now. Companies that can serve both will have an advantage. Companies that are optimized for only one face strategic exposure as the market continues to bifurcate.