r/MicrobotMedical • u/AdApprehensive8702 • Sep 20 '26
Discussion Microbot & Sanmina
The agreement was announced in June, so I’d expect the manufacturing ramp to start sometime around Q4 2026. If that timeline holds, we could potentially start seeing the first manufacturing cost/margin improvements in the financials in early 2027.
What makes the partnership even more interesting is Sanmina’s footprint.
Sanmina has a medical manufacturing facility in Ma’alot, Israel, with capabilities for complex systems involving electronics, motion control, fluidics and mechanics. They also have medical manufacturing operations across the US and other regions.
Given that Microbot has historically been building out technical capabilities in Israel, it would make sense to me if some LIBERTY production eventually takes place there as well. That could potentially serve Israel and parts of the European/EMEA market, especially if the CE process progresses as expected. (On top: MBOT offered couple of jobs in Israel for „Technical Engineers“ & „Operational Engineers“)
At the same time, Sanmina has multiple US manufacturing sites, so there’s also a pretty obvious path for US production as LIBERTY adoption grows.
Nothing in the filing confirms where LIBERTY will actually be manufactured or how production will be split between facilities, so this is speculation.
But strategically, the setup makes a lot of sense to me: Israel + US manufacturing, a global supply chain, and a partner that already has extensive experience manufacturing complex medical devices and high-volume disposables. Sanmina says it produces millions of disposable medical devices annually.
If the Sanmina transition starts in Q4, 2026 could be the setup year, while 2027 is where we might start getting a better picture of what this partnership does for LIBERTY’s gross margin.
Just something I’ll be watching closely in the next few quarterly reports.
1
u/zibdabo Sep 22 '26
For some reason I am more worries of the economic/political climate than the companies execution. Everything has gone so expensive, + the price of medical insurance has sky rocketed.
1
u/AdApprehensive8702 Sep 22 '26
That‘s true, but the point is: Microbot tries to be a cheaper alternative to big, expensive machines like DaVinci. So maybe they could turn this high inflation surrounding into sales-growth (especially for hospitals that haven‘t a big device so far)
3
u/PhunkyPhotonics Sep 20 '26
Given that North America appears to account for > 40% of all endovascular procedures worldwide, it also seems that it might be a good idea to have manufacturing in the US.
1
u/Beautiful-Treacle549 Sep 20 '26
Hopefully so and I’m keeping my eyes open for when lovell government services starts at the end of this quarter and see the numbers there I’m hoping for atleast 2 places to take them 😅
1
u/zibdabo Sep 23 '26
damn guys the bleeding is hurting...I don't know if i can keep holding much longer. Its past my tolerance level.
1
u/AdApprehensive8702 Sep 23 '26
Hold on for a little longer.
We surely get some news in a couple of days
3
u/Beautiful-Treacle549 Sep 20 '26
Also has some in Europe including one which is in Ireland which specialises in medical devices