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 these capabilities through hardware and software [1] - The emerging consensus in the industry is that the embodied intelligent robot market is driving 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 - Domestic sensor companies are showcasing strong technological capabilities, with examples like Daimeng Robotics developing the world's first millimeter-thick tactile sensor with independent intellectual property rights [4] - The "Tiangong" humanoid robot, developed by the Beijing Humanoid Robot Innovation Center, achieved a record time of 21.5 seconds in a 100-meter race, demonstrating advanced sensory capabilities through the use of inertial sensors [2][3] Market Trends - 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 sensors in the humanoid robot field has risen from 19% four years ago to 57.8% [6] - Despite these advancements, domestic sensor manufacturers face challenges in breaking into the high-end market, including insufficient manufacturing capabilities and established customer barriers from foreign competitors [6]