具身智能撬动千亿“感知市场”传感器打响国产替代与技术突围战

Core Insights - The application value of general-purpose robots largely depends on their upper limb operational capabilities, which are tied to their sensory abilities and the enhancement of sensory hardware and software [1] - The emerging consensus in the industry is that the embodied intelligent robot market is driving significant growth in China's sensor market, creating new downstream applications beyond traditional consumer and automotive electronics [1] - The rise of the Chinese robotics industry is accelerating the growth and technological breakthroughs of domestic sensor manufacturers [1] Sensor Market Dynamics - The humanoid robot industry is becoming a new engine for the growth of the sensor market, with sensors accounting for approximately 20% of the cost in robotic systems [4] - China's sensor market is projected to exceed 406.12 billion yuan in 2024, with a year-on-year growth of 11.4%, and is expected to reach 579.34 billion yuan by 2027 [4] - The high-end sensor market has been dominated by international giants, with the top five foreign manufacturers holding 88% of the market share in IMU sensors [4] Technological Advancements - The "Tiangong" humanoid robot, developed by the Beijing Humanoid Robot Innovation Center, won the 100-meter race at the World Humanoid Robot Games, showcasing its advanced sensory capabilities [2] - The robot's performance is attributed to its use of inertial sensors that provide real-time motion data, enabling it to maintain balance and navigate complex environments [2] - Domestic companies are demonstrating strong technological capabilities, with examples like Daimeng Robotics creating the world's first mass-producible millimeter-thick tactile sensors [4] Domestic Sensor Industry Growth - The demand from the humanoid robot industry is driving an increase in the market share of domestic sensor products, with a reported 1100% year-on-year increase in the shipment of six-dimensional force sensors in the humanoid robot sector [6] - The domestic localization rate of these sensors has risen from 19% four years ago to 57.8% [6] - However, challenges remain for domestic manufacturers, including insufficient chip manufacturing capabilities and the need to overcome established customer barriers set by foreign competitors [6]