Institutions are reevaluating the growth trajectory of Boston Dynamics' humanoid robot business, with actuator capacity emerging as a critical factor. According to IBK Research, the supply chain for the Atlas robot involves companies like Hwashin, LG Energy, Hyundai AutoEver, and Hyundai Mobis. While IBK forecasts Atlas shipments to reach 11,290 units by 2028, Serenity suggests a more aggressive S-curve growth, predicting up to 20,000 units in 2028 and up to 140,000 units by 2030. Boston Dynamics aims for an annual production capacity of 30,000 units by 2028, amid a competitive landscape featuring U.S. firms like Tesla and Agility Robotics, and Chinese companies such as Unitree Robotics. Actuator production capacity is highlighted as a key indicator for scaling production, with each Atlas robot requiring 31 actuators. The actuator cost is projected to account for 23% to 28% of the robot's selling price, emphasizing its importance in the industry's expansion plans.