汉威科技任红军：“AI+具身智能”催生传感器产业大机遇

Core Insights - The development of robots requires advanced sensors to replicate human senses, presenting significant opportunities for the sensor industry, which is expected to surpass the industrial market in scale [2][3]. Industry Overview - The sensor industry is recognized for its growth potential over the next one to two decades, with applications expanding across various sectors including industrial, home, elderly care, and monitoring, as well as robotics [2][3]. - The global smart sensor market is projected to reach $88.6 billion by 2025 and $512.9 billion by 2035, with a compound annual growth rate (CAGR) of 19.2% [4]. Company Strategy - The company has been strategically developing a sensor product matrix since 2013, focusing on the five senses of robots, including tactile, olfactory, and infrared vision sensors [5][6]. - The company employs a dual strategy of consolidating its leading position in traditional markets while fostering new product categories such as ultrasonic, flexible, force, and optical sensors [6]. Technological Development - The company has established two subsidiaries dedicated to the development of flexible tactile sensors, addressing various technical challenges to ensure product reliability and performance [6]. - The company aims to provide comprehensive solutions from perception to analysis, enhancing its role as a sensor solution provider rather than just a manufacturer [6]. Market Trends - The rise of embodied intelligence in robotics is expected to create unprecedented market opportunities for sensors, surpassing those in energy, automotive, and IoT sectors [3][4]. - The sensor industry in China is characterized by a diverse range of products, with a need for advancements in high-end and cutting-edge technologies, as well as upstream materials and processes [7].