机器人丝杠的终局是磨床

Core Insights - The demand for precision transmission components, specifically ball screws and planetary roller screws, is experiencing exponential growth due to advancements in humanoid robots and semiconductor equipment [1][2] - The manufacturing of planetary roller screws faces significant technical barriers, particularly in thread processing, which is becoming a core bottleneck in the industry [2][3] Group 1: Industry Demand and Growth - Humanoid robots require 14-17 planetary roller screws and 30 micro screws per unit, with Tesla's Optimus Gen3 aiming for 50,000 units by 2026, leading to a demand for over 700,000 screws [1] - The semiconductor sector demands higher precision screws (C0-C5 grade), further increasing the need for high-precision grinding machines [1] - The global market for grinding equipment is expected to see an additional demand exceeding 10 billion due to the anticipated production of one million humanoid robots [1] Group 2: Technical Challenges - The complexity of multi-thread and spline tooth processing presents significant challenges, with traditional single-thread designs unable to meet high load requirements [3] - The introduction of double-thread structures increases load capacity by 60%-70%, but also complicates the grinding process, requiring precise control of grinding parameters [3] - The manufacturing cycle for a single piece can take up to 4 hours, necessitating advanced seven-axis CNC machines, of which domestic availability is less than 5% of the global total [3] Group 3: Innovations and Solutions - Companies are exploring online measurement compensation technologies to address precision issues in grinding processes, although these require significant investment in measurement systems [5] - Domestic manufacturers are innovating with new processing techniques, such as the "car instead of grind" method, which has reduced processing costs by 47% [4] - The development of high-precision equipment by companies like THK and Schaeffler is setting new standards in the industry, with precision levels reaching as low as 0.3μm [6] Group 4: Domestic Market Dynamics - Domestic grinding machine manufacturers are leveraging price advantages and rapid response capabilities to capture market share from international giants [7] - Companies like Qin Chuan Machine Tool and Zhehai De Man are achieving significant breakthroughs in precision levels and production capacity, with plans to scale up to 300,000 units [8] - The collaboration between domestic tool manufacturers and machine builders is enhancing processing efficiency by over 30%, indicating a shift towards a more integrated domestic supply chain [9]