2025人形机器人供应链洞察报告-亿欧智库

Core Insights - The report highlights the rapid growth of the humanoid robot industry, driven by advancements in generative AI and large model technologies, with significant contributions from the AIEV automotive sector [7][25] - By 2025, the goal is to establish an innovative system for humanoid robots, with China leading in patent applications and product launches [7][25] - The humanoid robot supply chain is characterized by diverse participation across various sectors, including technology, automotive, and materials [3][26] Group 1: Technology and Internet Companies - Major tech companies like Baidu, Alibaba, Tencent, and Meituan are positioned to play crucial roles in algorithm development and data analysis for humanoid robots [1][2] - Communication technology firms such as ZTE and China Mobile provide essential support for the connectivity of humanoid robots [1][2] Group 2: Automotive Industry Participation - Numerous automotive manufacturers, including Changan Automobile, FAW-Volkswagen, and Toyota, are leveraging their expertise in mechanical manufacturing and power systems to contribute to humanoid robot hardware [2][3] - The integration of automotive technologies, such as chassis design and power systems, is expected to enhance humanoid robot development [2][3] Group 3: Electronics and Components - Leading battery manufacturers like CATL and LG Energy are crucial for providing energy solutions that directly impact the operational efficiency of humanoid robots [2][3] - Companies specializing in electronic components, such as Topband and Junsheng Electronics, are involved in producing essential parts for humanoid robots [2][3] Group 4: Specialized Robotics Companies - Companies like UBTECH, Datarobot, and Blue Ocean Robotics are directly engaged in the research, production, and sales of humanoid robots, marking them as core players in the industry [2][3] - Chip manufacturers such as NVIDIA and Qualcomm are vital for supplying high-performance chips that enhance the intelligence and computational capabilities of humanoid robots [2][3] Group 5: Future Trends and Projections - The humanoid robot industry is expected to see significant growth, with projections estimating a market size of 3 trillion yuan by 2040, driven by applications in industrial, commercial, and household sectors [7][25] - The integration of AIEV automotive technologies into humanoid robots is anticipated to accelerate performance improvements and cost reductions, reshaping the competitive landscape [7][25]