东北证券：触觉传感器技术演化市场扩容 推荐关注晶华新材

Core Insights - The humanoid robot industry is accelerating, leading to technological upgrades and market expansion for tactile sensors, which are key components [2] - By 2030, the market for electronic skin in humanoid robots is expected to reach 15.5 billion, with the dexterous hand electronic skin market accounting for approximately 5 billion [2][6] Tactile Sensor Types - Tactile sensors are categorized into layered tactile sensors and magnetoelectric/visual tactile sensors. Layered tactile sensors include piezoresistive, piezoelectric, and capacitive sensors, composed of sensitive layers, electrode layers, base layers, packaging layers, and adhesive layers [2] - The sensitive layer is crucial for force-sensitive response and is made from materials like PDMS or carbon nanotubes, while the base layer provides mechanical support [2] Technology Evolution - Piezoresistive and piezoelectric sensors are cost-effective and mature, suitable for non-precision scenarios in humanoid robots, while magnetoelectric and visual tactile sensors are designed for high-precision applications [3] - Magnetoelectric sensors can measure three-dimensional forces and moments but are complex and costly, while visual tactile sensors can detect additional physical information but require high computational power [3] Competitive Barriers - Key competitive barriers in the industry include materials, algorithms, semiconductor-level manufacturing processes, and customer channels [4] Material and Algorithm Insights - The active layer material is critical for the sensitivity of tactile sensors, with mainstream processes involving the incorporation of conductive materials like carbon nanotubes into elastomers like PDMS [5] - Common signal processing algorithms used in tactile sensors include dimensionality reduction, time-frequency analysis, and classification algorithms [5] Market Projections - The market for electronic skin in humanoid robots is projected to reach 15.5 billion by 2030, with the dexterous hand electronic skin market expected to reach 5 billion [6] - As costs decrease, the application range of electronic skin is anticipated to expand beyond current limitations, enhancing market potential [6]