In September 2026, the precision metal parts manufacturing industry received two landmark industry signals. Ten government departments jointly issued the “15th Five-Year Plan for Pharmaceutical Industry Development,” explicitly calling for accelerated industrialization of core components for high-end medical devices. Meanwhile, Tesla’s team landed in Ningbo to launch mass-production audits for the Optimus humanoid robot and has issued approximately 5,000 mass-production orders to supply chain enterprises. Demand for precision machining is releasing clear positive signals from both the policy and market sides. For enterprises with custom precision metal parts manufacturing capabilities, this represents a strategic window that deserves serious attention.
On September 18, the Ministry of Industry and Information Technology and nine other departments jointly issued the “15th Five-Year Plan for Pharmaceutical Industry Development” (MIIT Joint Regulation [2026] No. 210), which explicitly states that “a batch of high-end pharmaceutical excipients, reagent consumables, medical device raw materials, and core components shall achieve breakthroughs,” with significant improvement in supply chain resilience and security levels listed as a key goal for the “15th Five-Year” period.
In the medical device sector, the Plan prioritizes the development of high-end CT, MRI, and multimodal AI pathology systems as well as key components for AI-assisted diagnostic products, and promotes the industrialization of core components such as online analyzers. This means that over the next five years, demand for custom precision metal parts in high-end medical imaging equipment, precision diagnostic instruments, and minimally invasive surgical devices will continue to expand.
Notably, industry research points out that micro-scale machining process gaps and the risk of micro precision component supply disruptions are precisely the core bottlenecks facing domestic medical device manufacturers. Ultra-precision machine tool spindle bearings have been called the “Achilles’ heel” of domestic medical equipment, while medical-grade PEEK injection molds are regarded as the new “soft gold”. These pain points point directly to the core value of custom precision metal parts manufacturing enterprises. For related industry analysis, refer to 21st Century Business Herald’s industry research.
From a market perspective, China’s medical device market has exceeded 1.2 trillion yuan, with domestic substitution continuing to accelerate — over 80% of secondary product categories have achieved localization rates above 50%. As domestic substitution penetrates from mature categories to high-end categories, demand for custom medical device precision components will enter an accelerated release phase.
On September 16, Tesla’s team landed in Ningbo and on September 17 launched a new round of mass-production audits for its robotics business. According to reports, this round of audits will substantively lead to Optimus mass production, and Tesla has already issued approximately 5,000 new orders to supply chain enterprises — the first thousand-unit-level mass-production order following the previous hundreds of trial-production orders. For more supply chain developments, see 36Kr’s robotics industry tracking report.
According to the plan, Tesla will roll out approximately 50,000 Optimus robots in 2026 and deploy them to Tesla Gigafactories worldwide. The audit scope covers integrated joint modules, precision components, and final assembly consistency verification, including integration capabilities for motors, reducers, controllers, and encoders, as well as repeatable processing capabilities for planetary roller screws, dexterous hand sensors, and torque sensors.
From a market space perspective, precision reducers — the core component of robot joints — offer enormous incremental potential. It is estimated that China’s precision reducer market in the robotics sector will grow from approximately 3.5 billion yuan in 2025 to 23.1 billion yuan in 2030, with a CAGR of 45.9%. Among these, the harmonic reducer market is expected to grow from 1.3 billion yuan to 13.4 billion yuan, and the planetary reducer market from 600 million yuan to 6.2 billion yuan. The humanoid robot reducer market is showing explosive growth, with the global market projected to surge to 166.03 billion yuan by 2032, at a CAGR of 82.9%.
The mass-production demand for humanoid robot precision transmission components is shifting from the “engineering prototype” stage to the “replicable manufacturing” stage, placing extremely high demands on upstream precision machining enterprises in terms of process stability, batch consistency, and delivery capability.
Behind these two major industry signals lies a profound transformation in the demand structure of the precision machining industry.
According to professional institutional data, the global precision metal parts market exceeded 180 billion USD in 2025. China’s market reached 287.6 billion yuan in 2025, up 9.3% year-on-year, and is projected to reach 314.2 billion yuan in 2026. The demand structure is undergoing significant changes — growth in emerging sectors such as semiconductor equipment, new energy equipment, medical devices, and humanoid robots continues to outpace traditional consumer electronics, becoming the core growth engines of the industry.
At the same time, the capability requirements for suppliers are also escalating. High-end products require micron-level dimensional tolerances, high airtightness, and material stability, and leading customers generally require synchronous R&D and one-stop assembly delivery. The global custom machining services market is projected to reach 39.45 billion USD by 2032, with a CAGR of 5.65%. Industry trends indicate that downstream customers no longer purchase scattered parts individually but tend to choose precision structural parts enterprises capable of providing synchronous design, machining, and testing one-stop services, and enterprises with full-process delivery capabilities are capturing more outsourcing orders.
For build-to-print custom manufacturing enterprises, the key to competition is shifting from “quoting capability” to “capability match” — whether they can meet the composite requirements of high-end customers for micron-level machining precision, batch consistency, and rapid response delivery is becoming the dividing line for entering top-tier supply chains.
Facing clear positive signals on the demand side of precision machining, enterprises with deep process expertise and full-process control capabilities will be the first to benefit. Shenzhen Yujiaxin Technology Co., Ltd., founded in 1998, has been deeply engaged in the custom precision metal parts manufacturing field for over 20 years, accumulating rich custom machining experience in high-end sectors such as medical devices, military, and industrial manufacturing, making it a quality partner connecting policy dividends with market demand.
In terms of process capabilities, Yujiaxin possesses a diversified process system including metal injection molding (MIM), precision CNC machining, and precision gear forming, capable of meeting diverse customization needs from micro precision transmission components to high-precision irregular structural parts. The company recently passed the GJB9001C-2017 military certification, marking that its quality management in complex structural hardware processing has reached industry-leading standards, providing a quality system foundation for serving high-end medical device and humanoid robot supply chains.
In terms of delivery capabilities, Yujiaxin has established full-process capabilities from design to finished product inspection, enabling rapid response to customers’ customization needs for complex structural hardware. In the processing of complex thin-wall parts such as turbocharger impellers and bearing housings, the company has effectively improved material utilization and product consistency through innovative process optimization, forming multi-scenario custom machining capability coverage from micro gearboxes to joint bearings, from ultrasonic scalpel tips to laparoscopic surgical instrument graspers.
In terms of strategic layout, Yujiaxin plans to increase complex structural hardware production capacity to 150% of current levels within three years and expand into high-end industrial equipment sectors, aligning highly with the demand direction of the two major incremental markets — medical devices and humanoid robots.
With clear positive signals on the precision machining demand side, custom machining enterprises can take the following directions:
First, proactively align with medical device domestic substitution demand. With the implementation of the “15th Five-Year Plan for Pharmaceutical Industry Development,” demand for custom precision metal parts in high-end medical imaging equipment and minimally invasive surgical devices will accelerate. We recommend proactively engaging medical device OEMs and research institutions to understand their precision requirements and material standards for key components, demonstrating process capabilities in custom medical device precision parts manufacturing.
Second, actively follow humanoid robot supply chain opportunities. Tesla’s Optimus mass-production audits have begun, and China’s humanoid robot industry chain is rapidly taking shape. The precision machining requirements for core components such as precision reducers, planetary roller screws, and dexterous hand structural parts align highly with Yujiaxin’s MIM, CNC, and gear forming processes, making it worth proactively pursuing relevant supply chain opportunities.
Third, strengthen the differentiated advantage of full-process delivery capabilities. Industry trends indicate that downstream customers increasingly prefer suppliers capable of providing one-stop synchronous design, machining, and testing services. Custom machining enterprises should continuously improve full-process capabilities from process development to finished product delivery, using rapid response capabilities and full-process quality control as core competitive barriers.
Fourth, monitor industry qualification certification thresholds. Whether in medical devices or military sectors, qualification certification is a hard entry threshold for supply chains. The acquisition of GJB9001C-2017 certification provides an important access foundation for Yujiaxin to expand custom machining business in high-end manufacturing sectors.
The precision machining industry stands at an intersection of multiple positive demand-side signals. The policy push for domestic substitution of medical device core components, combined with the market pull from humanoid robot mass production, is jointly opening new growth space for custom precision metal parts manufacturing enterprises. In this round of industrial upgrading, custom machining enterprises capable of serving high-end customers with stable quality, rapid response, and deep technical expertise will become irreplaceable key links in the supply chain. Shenzhen Yujiaxin Technology Co., Ltd. is ready to work with global partners to seize this strategic opportunity and provide solid support for high-end manufacturing with exceptional build-to-print custom manufacturing capabilities.
Learn more about precision metal components build-to-print manufacturing services: https://www.szyujiaxin.com