O-ID, a Techstars-backed startup founded in Tokyo in 2025, builds fully modular humanoid robots aimed at continuous, field-serviceable operation in industrial settings. Rather than building its own factories, the company is leaning on Japan's established automotive and industrial supply chain to reach scale, with a current bill of materials that is already around 85% Japanese by weight.
To dive deeper into O-ID's hardware architecture, supply chain strategy, and deployment roadmap, Humanoid Press interviewed Co-Founder and CTO Simon Gormuzov. Below is the full interview detailing the company's origin story, modular design, manufacturing plans, and path to commercial deployment.
1. Origin
Humanoid Press: What led you and Stian to start O-ID, and how does your background in industrial robotics and his in cyber defense shape the way you've approached the problem?
Simon Gormuzov: When I was working at FANUC and Tokyo Robotics, I experienced two extremes of robotics. On one side, industrial robots are extremely efficient and reliable, but also very rigid. On the other, humanoids are amazing machines, but they are generally too complicated to be practical.
That made me think: why not apply the lessons that make industrial robots successful to humanoids, and build one that is easy to deploy, maintain and mass produce?
When Stian and I met at Waseda, we realized our backgrounds complemented each other well. My experience was mainly in mechanical engineering and industrial robotics, while Stian came from cyber defense and brought a strong systems perspective around resilience, modularity and secure infrastructure. That combination became a big part of how we approached O-ID from the beginning.
Today, most humanoid architectures are still very difficult to mass produce and maintain. Many companies are building their own factories, which can take years, while still depending heavily on globally fragmented supply chains. Maintenance is also a major problem: if a critical part fails or wears out, the entire robot often has to be sent back to the manufacturer, creating significant downtime.
O-ID tackles both problems. Through our deep connections with the Japanese automotive and industrial supply chain, we do not need to build our own factories from scratch. We can work with established manufacturing partners in Japan to produce robots at competitive cost and scale.
Our modular architecture also changes how maintenance works. Instead of shipping the whole robot back, our predictive maintenance system detects irregular performance, and a replacement module can be sent directly to the site. Local staff can swap it in within minutes. That is what keeps the robot practical and economical to operate at scale.
2. Hardware Architecture
Humanoid Press: Can you walk us through the mechanical and electrical design that makes your modules field-replaceable, and how your communication and digital-twin systems keep control accurate?
Simon Gormuzov: We have developed a unique modular architecture, currently under provisional patent, that combines the mechanical, electrical and software interfaces required for seamless module replacement.
The mechanical interface is designed as a rigid, load-bearing connection, while the electrical interface handles power and communication separately. This allows the module to remain structurally part of the robot while still being easy to replace.
From the worker's perspective, the process is simple: they unlock the module, replace it, and the robot takes care of calibration and the more complex steps in the background.
We use high-performance industrial communication standards such as EtherCAT to maintain reliable, deterministic and safe communication across the robot. Our custom software stack allows us to run communication across the system at over 1,000 Hz. Each actuator also has its own digital twin, which models nonlinear characteristics such as joint friction, temperature and other performance factors. This allows us to control the joints more accurately, reduce the sim-to-real gap and build a more sensitive, higher-performance robot.
3. Supply Chain & BOM
Humanoid Press: You've said your bill of materials is already around 85% Japanese by weight. What's the strategic logic behind sourcing so heavily from Japan rather than global suppliers, and how does that support your target of 100,000 robots a year by 2030?
Simon Gormuzov: Our current BOM is already around 85% Japanese by weight, and we have a pipeline to bring the remaining major components into domestic Japanese production, including the sensor, actuator and electronics stacks.
Our strategy is to use the existing and often underutilized capacity of Japanese industrial manufacturers rather than building every part of the manufacturing infrastructure ourselves. This is what allows us to plan for production capacity of 100,000 robots per year by 2030 at a fraction of the capital cost required by companies building their own factories.
At low volume, sourcing globally can sometimes make individual components cheaper. But at humanoid scale, the main cost driver is volume. We believe the larger advantage comes from having tightly integrated suppliers, existing manufacturing capacity and avoiding the capital cost of building an entirely new production system ourselves.
Without giving away too much, at the volumes we are targeting, we expect our robots to be cost-competitive with human labor.
4. Deployment
Humanoid Press: Why start with industrial deployment in Japan specifically, and what does the path from an LOI like the one with Sumitomo Electric look like on the way to real factory floors?
Simon Gormuzov: We plan to start with industrial, human-centered tasks in Japan and move into global exports soon after.
Japan is an ideal starting point because there is already a major labor shortage, particularly in manufacturing. There are more than 200,000 manufacturing establishments in Japan, and the country as a whole is projected to face a labor shortage of around 11 million workers by 2040.
We are targeting work that is currently performed by people but increasingly difficult to staff. That includes machine tending, assembly, inspection and logistics.
The important part is that our robots are designed to work inside existing industrial environments, using existing task profiles. We don't want customers to redesign their factories around the robot. The robot should adapt to the factory and the job that already exists.
With Sumitomo Electric, we have signed an LOI to explore the potential application of their technologies to humanoid robot wire harnesses.
Our next major milestone is unveiling our next-generation, deployment-ready robot at CES 2027. Shortly after that, we plan to begin on-site industrial deployments, with the initial focus on validating uptime, reliability, and task performance in real factory environments. From there, the goal is to move into broader commercial deployments and scale production.
5. Industry Events
Humanoid Press: What should the industry expect to see from O-ID at CES 2027, and is there anything to share around IROS?
Simon Gormuzov: We will be unveiling our next-generation, deployment-ready robot at CES 2027. Once the robot is publicly unveiled, we plan to move shortly afterward into on-site deployments with industrial partners. CES 2027 is confirmed. We do not currently have anything to announce around IROS.
Key Takeaways for Industry Leaders & Developers
- Field-Serviceable by Design: A rigid, load-bearing mechanical interface paired with a separate electrical interface lets local staff swap a module in minutes, guided by predictive maintenance rather than shipping the whole robot back to the manufacturer.
- Capital-Light Manufacturing: Instead of building its own factories, O-ID taps underutilized capacity across Japan's automotive and industrial supply chain, targeting 100,000 units a year by 2030 at a fraction of the capital cost of vertically integrated rivals.
- Deep Japanese Sourcing: An ~85%-by-weight Japanese BOM, with sensors, actuators and electronics moving further in-country, underpins both cost competitiveness at scale and supply chain security.
- Labor-Gap-First Deployment: With Japan facing a projected shortfall of roughly 11 million workers by 2040, O-ID is targeting machine tending, assembly, inspection and logistics roles that already exist — fitting the robot to the factory, not the other way around.
