Di Yi Cai Jing·2025-06-06 00:06Core Insights - The article discusses the advancements in flexible tactile sensors, referred to as "electronic skin," developed by Fulei New Materials (605488.SH), which enhance the sensory capabilities of robots, allowing them to perceive force and temperature [1][4][5] - The integration of these sensors is seen as a crucial step towards achieving "embodied intelligence" in robotics, although other factors such as algorithms, computing power, system integration, and cost control are also essential for successful implementation [1][4] Group 1: Technological Advancements - Fulei New Materials has launched a second-generation flexible tactile sensor that can be integrated with robotic hardware, enabling robots to make smarter decisions through enhanced sensory input [1][4] - The new sensor utilizes a flexible film manufacturing process, allowing it to conform to various complex surfaces, which is critical for effective tactile sensing [4][7] - The second-generation product can detect force vectors in three dimensions (X, Y, Z), providing a more comprehensive sensory experience for robots [4][5] Group 2: Market Potential - According to GGII, the global demand for flexible tactile sensors in humanoid robots is projected to reach 1.525 million square meters by 2030, with a market size of 27.4 billion yuan [5] - The affordability of these sensors is highlighted as a key factor for widespread adoption and further development in the industry [6] Group 3: Industry Challenges - Current market offerings of tactile sensors have limitations in terms of fit, responsiveness, and price, leading some manufacturers to delay integration until better solutions are available [4][6] - The coupling of hardware and software remains a challenge, necessitating collaboration among developers and entrepreneurs to drive continuous iteration and improvement [6]