SIASUN(SZ:300024) Huan Qiu Wang·2025-08-12 04:36Core Insights - The 2025 World Robot Conference (WRC) in Beijing highlights the critical transition of the robotics industry towards intelligence and human-robot collaboration, with high-precision force sensing capabilities becoming essential infrastructure [1][2] - Chinese company Landian Touch is positioning itself as a key player in the global competition to provide robots with "real touch" through its comprehensive six-dimensional force and joint force sensor products [1][2] Company Overview - Landian Touch is a leader in the field of robotic force sensors in China, showcasing a complete solution for robotic force perception capabilities at the WRC [2][3] - The company's core product lineup addresses industry pain points, including specialized six-dimensional force sensors for humanoid robots designed for dynamic walking and precise operations, enhancing their flexibility [2][3] Technological Advancements - Landian Touch has achieved significant breakthroughs in four key technologies: innovative elastomer design, high-response embedded hardware circuits, complex six-dimensional information decoupling algorithms, and precise six-dimensional synchronous calibration technology, resulting in 100% domestically produced high-performance sensors [3] - The company has reported that its six-dimensional force sensors have reached or surpassed the performance of international leading brands in terms of crosstalk suppression and sensitivity [3] Market Position and Growth - In 2024, Landian Touch is expected to capture over 70% of the market share in the humanoid robot six-dimensional force sensor sector, with significant sales volumes projected for 2025 [3][4] - The company has achieved a 95% market share in the joint torque sensor sector in China, with over 70,000 units shipped in the first half of 2025 [3] Industry Outlook - The demand for humanoid robot components is anticipated to be predominantly met by Chinese manufacturers, driven by strong domestic consumption needs, supply chain advantages, and a conducive innovation environment [4][5] - The global robotics industry is undergoing a paradigm shift from "vision-dominated" to "force perception integration," with the market for humanoid robot force sensors expected to reach a scale of hundreds of billions [5]