人形机器人大规模商业化的关键是什么？福莱新材首席科学家陈书厅认为是这两种能力

Core Insights - The year 2025 is defined as the "mass production year" for humanoid robots, with expectations for accelerated commercialization due to close collaboration among upstream and downstream enterprises in the industry chain [1] - Enhancing the perception and interaction capabilities of humanoid robots is crucial for their large-scale commercialization, as emphasized by industry leaders [1][5] - The development of flexible tactile sensors, referred to as the "electronic skin" of humanoid robots, is vital for achieving natural human-robot interaction and complex operations [1] Industry Trends - The humanoid robot market is rapidly evolving, with an increase in consumer orders despite some professionals holding a conservative view on commercialization [5] - There is ongoing debate within the industry regarding the technical direction and application scenarios for humanoid robots, with a suggestion to prioritize vertical products for large enterprises to ensure quicker deployment [5][6] - The demand for flexible tactile sensors in the humanoid robot sector is projected to reach 1.525 million square meters by 2030, with a market size of 27.4 billion yuan [7] Technological Challenges - The core bottleneck for humanoid robots lies in algorithms, which are essential for solving underlying application scenarios [6][7] - The current performance of domestic flexible tactile sensors lags behind international standards in key areas such as sensitivity and durability, presenting significant challenges [7] - The second-generation flexible tactile sensors developed by the company can detect force vectors in three dimensions, enhancing the robot's ability to perform complex operations and self-adjust based on rich force information [7][8]