对话中科硅纪王鹏：人形机器人需增量市场，行业“泡沫”推动国产供应链崛起

Core Insights - The conversation highlights the advancements in the supply chain for humanoid robots, particularly focusing on the development of tendon ropes, which are crucial for the dexterity of robotic hands [4][10] - The company Zhongke Silicon Valley has made significant progress in domestic supply chains, achieving a 100% localization rate for core components of their robotic hands [5][23] - The market for dexterous robotic hands has gained traction, with increased investor interest and recognition of their importance in the functionality of humanoid robots [5][9] Industry Overview - The cost of motors used in robotic hands has decreased from approximately 2,000 yuan to under 500 yuan over the past six to seven years, indicating a trend of cost reduction in key components [4][23] - The dexterous hand is seen as a critical competitive point in the humanoid robot sector, with the industry recognizing that the "last mile" of automation relies heavily on the capabilities of robotic hands [4][5] - The company anticipates rapid development and deployment of upper limb capabilities in humanoid robots, which will drive overall industry growth [5][15] Market Dynamics - The interest in dexterous hands has surged since the second half of last year, with many investors now actively seeking engagement with companies in this space [5][9] - Despite the hype around humanoid robots, there are concerns regarding the clarity of commercialization paths, as highlighted by investor Zhu Xiaohu's withdrawal from the sector [6][10] - The industry faces challenges with product homogeneity, as many new entrants produce similar offerings without distinct features, raising concerns about long-term sustainability [7][11] Company Positioning - Zhongke Silicon Valley has launched the Casia Hand series, which can perform complex tasks such as screwing and grasping fragile items, although large-scale delivery is still pending [5][16] - The company aims to target niche industry users and is focused on validating applications in specific scenarios, such as industrial settings where robots can assist with tasks like loading and sorting [16][20] - The company plans to scale production and promote its products in specific applications next year, with a revenue target in the millions [17][16]