Northeast Securities(SZ:000686) 智通财经网·2025-05-12 06:49Core Insights - The report from Northeast Securities highlights the accelerating demand for sensors driven by the intelligent upgrade of humanoid robots, with the perception subsystem being the core starting point for this growth [1][3] - The current low quality of multimodal data fusion is a significant constraint on the development of humanoid robots, but technological iterations and practical applications are propelling rapid growth in the sensor market [1][2] Sensor Market Growth - The global robot sensor market is experiencing rapid growth, with specific segments like 3D vision, six-dimensional torque sensors, and flexible tactile sensors showing high growth trends [1][3] - The 3D vision perception market was approximately $8.2 billion in 2022, driven by the demand from humanoid robots and autonomous driving [3] - The six-dimensional torque sensor market is projected to reach 14.33 billion yuan by 2030, while the flexible tactile sensor market was around $1.53 billion in 2022, with a future CAGR close to 20% over the next eight years [3] Sensor Types and Applications - Sensors are categorized into internal and external types, with internal sensors providing kinematic and dynamic feedback and external sensors helping robots understand their environment [2] - Key internal sensors include Inertial Measurement Units (IMUs), joint/wheel speed encoders, and force/torque sensors, while external sensors encompass visual imaging devices, various types of radar, tactile sensors, and microphone arrays [2] - The mainstream approaches for multimodal data fusion are classified into three paradigms: data-level (early fusion), feature-level (deep fusion), and decision-level (late fusion) [2] Humanoid Robot Design Considerations - Humanoid robots are complex mechatronic systems, necessitating an integrated design approach that considers mechanical structure, computational systems, and algorithms tailored to specific application scenarios [4]