Robotics Bottleneck Research机器人瓶颈研究

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Harmonic Drive SystemsHarmonic Drive Systems

Product categories产品类别 Reducers & Gearing减速器与齿轮传动

Strain-wave (wave-generator) gearing, reducers and integrated actuators.

谐波(波发生器)齿轮、减速器与集成执行器。

What it doesStrain-wave (wave-generator) gearing, reducers and integrated actuators.

在干什么谐波(波发生器)齿轮、减速器与集成执行器。

What it makesStrain-wave gearing, reducers, and integrated actuators

CustomersSmall robots, SCARA, cobots, humanoid joints

Why it mattersThe benchmark transmission component for small robots, SCARA, collaborative arms and humanoid joints; ranked 4th on factory qualification priority. Order-book read: for the year ended March 2026, reported 2026-05-13, consolidated order intake was JPY 61,613m (+16.2% year over year), revenue JPY 59,557m (+7.0%) and operating profit JPY 2,567m against JPY 6m the prior year. Q1 FY3/2027, April to June 2026, reported 2026-08-07: revenue JPY 16,681m (+23.6%), operating profit JPY 1,840m, ordinary profit JPY 1,719m and net profit JPY 1,274m, returning to profit, with the operating margin moving from 0.9% to 11.0%. Full-year guidance was raised on 2026-08-07: revenue from JPY 68,000m to JPY 74,500m, operating profit from JPY 6,200m to JPY 8,500m (+37.1%), ordinary profit to JPY 8,200m (+32.3%) and net profit from JPY 4,500m to JPY 6,000m. The critical qualifier: the company's stated reason is increased demand across primary applications including industrial robots and semiconductor manufacturing equipment (humanoids are not cited as a driver), and no order-intake figure was disclosed with the Q1 release.

为何重要小型机器人、SCARA、协作臂与人形关节的传动基准件;工厂资格优先级排名第 4。订单簿读数:截至 2026 年 3 月的财年(2026-05-13 公布),合并订单额 616.13 亿日元(同比 +16.2%),收入 595.57 亿日元(+7.0%),营业利润 25.67 亿日元,上一年度仅 0.06 亿日元。FY3/2027 第一季度(2026 年 4–6 月,2026-08-07 公布):收入 166.81 亿日元(+23.6%),营业利润 18.40 亿日元,经常利润 17.19 亿日元,净利 12.74 亿日元,扭亏为盈;营业利润率从 0.9% 升至 11.0%。2026-08-07 上调全年指引:收入从 680 亿上调至 745 亿日元,营业利润从 62 亿上调至 85 亿日元(+37.1%),经常利润上调至 82 亿日元(+32.3%),净利从 45 亿上调至 60 亿日元。关键限定:公司给出的理由是“包括工业机器人与半导体制造设备在内的主要应用需求增加”,并未将人形机器人列为驱动因素;季报亦未披露订单额。

Bottlenecks瓶颈 P14 Actuators, reducers, encoders执行器、减速器与编码器

Name sheet
Harmonic Drive Systems
Country
JP
Location
Azumino / Hotaka, Japan
Ticker
TSE: 6324
Ownership
public
Ownership note
Public / TSE: 6324
Component
Harmonic reducers and actuators
Systems
muscle
Qualification priority
High
Qualification rank
4
Contact role
Corporate/product inquiry
Contact channel
https://www.hds.co.jp/english/
Confidence note
High
Translated fields
why_it_matters_en · what_it_does_en
Sources
S-FAC-022
Chain position
upstream
Product categories
reducers-gearing