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Components and supply

Two sensor suppliers point to humanoid robots in third-quarter results, with few numbers

Vishay Precision Group says it is preparing for a production ramp tied to a customer's schedule. indie Semiconductor cites design wins. Neither gives a robot order size.

Humanoid Current

Vishay Precision Group released third-quarter results on Nov 4, 2026, for the quarter that ended Oct 3, 2026. Its chief executive said, "Regarding humanoid robots, we are preparing for the anticipated production ramp up." He added that the timing is "aligned to our customer's updated production schedule."

The release does not name that customer. It gives no robot order amount, no unit count and no start date. Company-wide orders exceeded $100 million in the quarter, and the release does not split out any robot share.

indie Semiconductor, in an 8-K exhibit filed Nov 5, 2026, said it secured more than 40 vision design wins so far in 2026. The release says the wins include humanoid robots and drones. It names no customers and gives no values.

A design win means a customer has picked a part for a product design. It does not by itself set how many parts will be bought.

The two filings show suppliers talking about humanoid demand. They do not yet show volumes. The customer's updated schedule in the first filing is the item to watch.

Sources

  1. SEC EDGAR, Form 8-K Exhibit 99.1 (Vishay Precision Group, Inc.)Third-quarter 2026 results press release dated Nov 4, 2026
  2. SEC EDGAR, Form 8-K Exhibit 99.1 (indie Semiconductor, Inc.)Third-quarter 2026 results press release filed Nov 5, 2026

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