人形机器人“感官”，国产替代蓄势待发 | 投研报告

Core Insights - The sensor industry is identified as a crucial sector, serving as a bridge between the physical and virtual worlds, essential for AI development and robotics [2][3] - The global sensor market is projected to reach approximately $226.9 billion in 2023, with a future annual growth rate of about 8%, while China's sensor market is expected to reach around 364.5 billion yuan, growing at an annual rate of approximately 15% [1][2] Group 1: Market Overview - The sensor market is considered one of the three pillars of modern information technology, alongside communication and computing [2] - The high profit margins of sensor products, particularly in robotics, are highlighted, with manufacturers typically achieving gross margins of 30-50%, compared to 20-30% for ordinary components [2] Group 2: Opportunities for Domestic Manufacturers - Despite the dominance of foreign manufacturers, there are significant opportunities for domestic companies, especially in emerging sectors like robotics, where there is potential for rapid advancement and market share capture [3] - The automotive industry has shown a clear trend of domestic substitution, indicating a favorable environment for local manufacturers in the sensor market [3] Group 3: Technical Considerations - The industry faces challenges related to the diversity of sensor types and the uncertainty in technology paths, but there is potential to focus on areas with shared foundational technologies [4]