Analysis of market status and development trends of China's humanoid robot industry in 2023. The application market will break through from segmented fields to general-purpose

Major listed companies in the humanoid robot industry: (01810.HK);(002472.SZ);(688160.SH);(603728.SH);(300660.SZ);(300969.SZ );(688017.SH);(002896.SZ);(300124.SZ);Qinchuan Machine Tool(000837.SZ);(300718.SZ);(002338.SZ);(002747.SZ) etc.

Core data of this article: China's humanoid industry industry chain, China's humanoid core parts value distribution, China's humanoid robot core parts localization space

The quasi-direct drive solution is expected to become the first choice for some joints

The current solution uses a traditional rigid actuator structure, which is characterized by high accuracy, but the power density cannot reach the level of biological muscles, the impact resistance is average, and it is not suitable for complex geographical environments. In addition to rigid actuators, there are also elastic actuators, quasi-direct drive and other solutions. The control algorithm will be complex and the accuracy is average, but the safety and efficiency are significantly improved. Among them, the quasi-direct drive solution is used more frequently in some four-legged dog and humanoid robot solutions. many.

Compared with the rigid drive solution (frameless torque motor reducer, force sensor encoder), the quasi-direct drive solution mostly uses a planetary reducer magnetic encoder with a low reduction ratio of the direct drive motor, which does not require an expensive force sensor. The ring directly realizes force control, so it is suitable for occasions with high requirements for force control accuracy, fast response and impact resistance. At present, the foreign UCLA robot Artemis has independently developed four quasi-direct drive modules for hip joints.

Dexterous hands are expected to improve dexterity through improved transmission and drive methods

Tesla’s dexterous hand currently uses a worm gear under-drive solution, but the dexterous hand has a richer configuration plan. According to the driving method, it covers the full-driven and under-driven scheme. The under-driven scheme is commonly used. The number of motors is less than the joint degrees of freedom. The system is small in size, light in weight, low in cost, and has the advantages of flexibility to resist external impacts; according to mechanical transmission In terms of mode, it can also be divided into connecting rod, worm gear, ball screw, and belt drive.

Innovation and progress in chip technology promote the development of humanoid robots

Humanoid robots need to integrate a variety of sensors, actuators, computer vision, speech recognition and control systems and other equipment, and need to design complex motion planning and control algorithms. These devices and algorithms require chips with strong computing power, low power consumption, small size, and high integration. Therefore, as the core component of a humanoid robot, the chip directly determines the performance and functionality of the robot. In addition, the chip can also improve the performance and efficiency of the robot through hardware acceleration, neural network calculations, etc., and achieve higher-level functions, such as face recognition, voice translation, emotional analysis, etc. Therefore, innovation and progress in chip technology will promote the development of the humanoid robot industry.

Frameless torque motors, reducers and force sensors will maintain high value quantities

According to data from Tesla AI Day, taking Tesla Optimus as an example, the top three core components of humanoid robots in value in 2023 are frameless torque motors, reducers and force sensors; and in 2030, frameless torque motors The value share of force sensors and reducers has decreased, while the value share of force sensors and reducers has increased. Force sensors will surpass reducers and rank second, and the combined share of the three will still exceed 50%.

The humanoid robot application market will break through from niche areas to general purpose

Referring to autonomous driving, it took more than 5 years to iterate from L1 to L3, and it will still take time for fully autonomous driving to L5. The maturity of humanoid robots is also gradual. They can be commercialized first in market segments, such as factory production, security inspections, logistics distribution, service industry guidance, rescue, military, etc. They have a single function in the initial stage, and then gradually mature into general-purpose robots. , converted from Tob to Toc, entering markets such as housekeeping; in the further future, humanoid robots are expected to be used in the aerospace field.

For more detailed research and analysis on this industry, please see the Qianzhan Industry Research Institute.

At the same time, Qianzhan Industry Research Institute also provides solutions such as consulting, consulting, etc. Quoting the content of this article in any public information disclosure such as prospectuses and company annual reports requires formal authorization from the Qianzhan Industry Research Institute.

More in-depth industry analysis is available in [Forward-looking Economist APP], and you can also communicate and interact with 500 economists/senior industry researchers.

The above is the detailed content of Analysis of market status and development trends of China's humanoid robot industry in 2023. The application market will break through from segmented fields to general-purpose. For more information, please follow other related articles on the PHP Chinese website!