展会实探：人形机器人量产“卡”在哪？

Core Insights - The IROS 2025 conference showcased advancements in intelligent robotics, highlighting China's growing strength in "hard technology" on the international stage [1] - The low-cost, high-intelligence humanoid robot sector presents unprecedented opportunities for Chinese companies, driven by strong engineering capabilities and industrial support systems [1] Industry Developments - A new bionic tactile sensor, designed to mimic human fingertips, was unveiled, achieving a thickness that is half of similar products, enhancing robot flexibility [3] - The sensor utilizes a built-in high-definition camera to capture minute deformations of elastic materials, allowing robots to perform precise tasks like sorting and assembly [5] - The domestic market for dexterous hands is projected to exceed 2 billion yuan by 2025, with a year-on-year growth of 67%, while the market for perception sensors is growing at 83%, making it one of the fastest-growing segments in the robotics industry [10] Challenges in the Industry - The industry faces three main challenges: achieving closed-loop collaboration between perception and operation, overcoming cost barriers for large-scale applications, and breaking the "island dilemma" in ecosystem collaboration [12][13] - A lack of unified standards for data interfaces between companies leads to high debugging costs, which can account for over 30% of total project investments [12] - The reliance on imported materials for precision components contributes to high production costs, hindering large-scale adoption of advanced robotic solutions [12] Future Outlook - The integration of deep learning and large model technologies is expected to significantly enhance the perception capabilities of robots, reshaping their operational boundaries [13] - In the next 3-5 years, significant breakthroughs are anticipated in three areas: improved human-robot collaboration, advancements in tactile sensing technology, and the integration of mobility and operation [14]