Apex Dynamics, the top precision gear reducer maker in Taiwan, thinks it will take some time for the technology to advance, even if the market is excitedly anticipating the arrival of humanoid robots. But putting humanoid robots aside for the moment, there is a lot of room for expansion in other robotic applications. With the successful delivery of internal mobile robots and seven-axis robots to Amazon's most recent logistics warehouses, Apex Dynamics has already made inroads into the more established logistics robot business.

Gear reducers, which act as the "screws" of the industry, are essential parts of robotics and automation machinery. They have uses in many different industries and are crucial for precise positioning and control. Apex Dynamics has been able to diversify its portfolio and lessen the impact of an uneven economic recovery on any one industry because to this broad applicability. Even though there hasn't been much of a recovery in the machinery industry, Apex Dynamics has done remarkably well.

Apex Dynamics reported consolidated revenue of NT$269 million for July, which represented a month-over-month increase of 14.86% and an annual increase of 20.92%. The total income for the first seven months of the year was NT$1.787 billion, a 9.92% increase from the previous year. In the second quarter of 2024, the company's main line of business retained a strong gross margin of 50.6%.

Apex Dynamics CEO Arthur Kuo notes that there are still many obstacles and constraints in the creation of humanoid robots, despite the expectation of some that the company will dominate the robotic supply chain. The company is still in the "dream phase," meaning that more time is needed for the technology to evolve before these robots become a substantial source of revenue.

Gear reducers are often needed for all types of robots; humanoid robots alone are anticipated to require up to 40 joint modules, which will increase demand for these parts. Furthermore, the size limits on the joints of humanoid robots stem from their design to resemble people, which emphasizes the importance of the gear reducer.

Disregarding humanoid robots, Apex Dynamics has already made a name for itself in the more developed logistics robot sector, particularly by taking over a new logistics facility for a significant US customer. The business provides semi-humanoid and mobile autonomous robots for internal use.

With the end of the first phase of the collaboration with this significant client anticipated by mid-2025, two batches of gear reducer goods are scheduled to be sent in the first half of 2024. The client's proactive efforts in locating Apex Dynamics and touring their Taiwan-based plant present a significant possibility for gaining cooperation agreements for the second and third phases.

The client has been identified by industry insiders as the massive US e-commerce and logistics company, Amazon. Reject rates have reached 90% at a few of Amazon's West Coast warehouses, which are overcapacity. Amazon has an urgent need to expand its warehouses, which is causing a rush throughout its supply chain.

Apex Dynamics has announced that it intends to increase production at its third factory in central Taiwan because its main unit is now operating at maximum capacity. There is currently more than 30% of the third plant's floor space not being used, which leaves room for growth. Additionally, this plant will be essential to the manufacturing of newly developed products.