Zheng Quan Shi Bao·2025-10-23 00:41Core Insights - The sensor market is experiencing significant growth driven by the rise of embodied intelligent robots, which are creating new downstream applications for the sensor industry beyond traditional consumer and automotive electronics [1][4]. Group 1: Market Dynamics - The embodied intelligent robot market is recognized as a "new engine" for the sensor market, potentially expanding the domestic sensor market to a scale of over 400 billion yuan by 2024, with a projected growth rate of 11.4% [4]. - By 2027, the sensor market in China is expected to reach approximately 579.34 billion yuan [4]. Group 2: Technological Advancements - The "Tiangong" humanoid robot, developed by the Beijing Humanoid Robot Innovation Center, showcased advanced perception capabilities, winning a gold medal in a 100-meter race with a time of 21.5 seconds, highlighting the importance of sensors in enhancing robot performance [2]. - The integration of various sensors, including inertial sensors, allows robots to maintain balance and navigate complex environments effectively [2][3]. Group 3: Competitive Landscape - The high-end sensor market has been dominated by international giants, with the top five foreign manufacturers holding 88% of the market share for inertial measurement units (IMUs) [4]. - Domestic companies are beginning to break the technological dominance of foreign firms, with examples such as Daimeng Robotics developing the world's first mass-producible millimeter-thick tactile sensors [4]. Group 4: Domestic Market Growth - The demand from the humanoid robot industry is driving an increase in the market share of domestic sensors, with the shipment volume of six-dimensional force sensors in the humanoid robot sector expected to increase by 1100% year-on-year in 2024 [5]. - The domestic market's penetration rate for six-dimensional force sensors has risen from 19% four years ago to 57.8% [5].