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人形机器人带火视触觉传感器赛道,资本涌入,多家公司密集宣布融资
3 6 Ke·2025-08-25 03:34

Core Insights - The rise of humanoid robots is expected to drive a surge in the tactile sensor market, although no clear market leader has emerged yet [1][3][5] - Recent funding activities in the tactile sensor sector indicate a growing interest from major companies like JD.com and Xiaomi, with several startups securing significant investments [1][2][9] Funding Activities - Companies like Weitai Robotics, Daimeng Robotics, and Pashini have recently announced funding rounds, with Weitai Robotics raising nearly 100 million yuan in angel and angel+ rounds led by Xiaomi [1][2] - Pashini completed a multi-billion yuan A++++ round led by JD.com, marking its third A-series financing this year [2] - Daimeng Robotics has raised several hundred million yuan across multiple funding rounds, setting a record for angel round financing in the tactile sensor field [1][2] Market Dynamics - The global sensor market is valued at approximately $52 billion, with a growth rate of around 10% annually, while China's sensor market is about 164 billion yuan, growing at over 15% [3] - Tactile sensing is crucial for the practical application of humanoid robots, with various technical routes such as resistive, capacitive, and vision-based tactile sensors being explored [3][4] Technology and Innovation - Vision-based tactile sensors (VBTS) combine optical imaging with tactile sensing, allowing robots to perceive object characteristics more accurately [4][6] - The potential market size for tactile sensors could reach 1.18 trillion yuan if humanoid robot production reaches 100 million units, with vision-based tactile sensors projected to capture a significant share [4] Industry Trends - The tactile sensor industry is still in its early stages, presenting opportunities for startups to gain a competitive edge [5][6] - Major companies like Xiaomi, JD.com, and Lenovo are actively investing in the sector, indicating a strong belief in the future of humanoid robots and tactile sensing technology [9][10] Collaboration and Partnerships - Companies are forming strategic partnerships to enhance their technological capabilities and market reach, such as Daimeng Robotics collaborating with Lenovo for smart manufacturing [11] - The collaboration between startups and established firms is expected to accelerate the commercialization of tactile sensing technologies [6][11]