> which would make them insanely competitive vs a human or a custom automation (which is easily over 100k€).

But the humanoids are not competing with custom automation.

Judging by some of the footage from BMW and the humanoid manufacturers themselves, they very frequently boil down to pick n place tasks, which is a field where lower to low cost automation solutions have been available for a while. Often times with significantly higher throughput as well.

Its been a while since I was dealing with shopfloor stuff and I am not an expert, but I do not see these humanoids anywhere near as compelling as many people pretend they are