Humanoid parts cost is falling faster than capability: BofA puts a Chinese humanoid's bill of materials at $35,000 in 2025 and under $17,000 by 2030, so the robot layer's binding constraint is unsupervised reliability, not price.

Evidence 1 passage

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  A Chinese-manufactured humanoid carried a bill-of-materials cost of $35,000 in 2025; BofA projects that falls below $17,000 by 2030.

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