SIASUN(SZ:300024) Chan Ye Xin Xi Wang·2025-11-25 01:37Core Insights - The Chinese bionic three-dimensional electronic skin industry is at a critical turning point from technological breakthroughs to industrialization, with significant advancements expected by 2024 [1][8] - The market size for this industry is projected to grow from 1.28 million yuan in 2024 to 20.95 million yuan by 2028, reflecting a robust growth rate of 103% [1][8] Industry Overview - Human tactile capabilities rely on the skin's ability to perceive multimodal mechanical stimuli, which is facilitated by mechanoreceptors that convert applied forces into electrical signals [2] - Current electronic skin technologies have not yet perfectly mimicked the three-dimensional distribution of mechanoreceptors, posing challenges in achieving high-precision force and strain measurements [2] Technological Advancements - The bionic three-dimensional electronic skin (3DAE-Skin) features a three-layer structure that mimics human skin, achieving a pressure resolution of approximately 0.1 mm, close to that of real skin [3][4] - The design incorporates a rigid polymer base for the epidermis, a sensor array for the dermis, and an arch structure for the subcutaneous layer, with elastic moduli corresponding to human skin layers [3][4] Industry Chain - The upstream of the bionic three-dimensional electronic skin industry includes various materials such as polyimide (PI), polyethylene terephthalate (PET), and silicone, while the downstream applications span humanoid robots, healthcare, consumer electronics, and industrial automation [5] Market Size - The market for bionic three-dimensional electronic skin is expected to reach 1.28 million yuan in 2024 and grow to 20.95 million yuan by 2028, indicating a strong growth trajectory [1][8] Key Institutions and R&D Progress - The Tsinghua University team led by Zhang Yihui published groundbreaking research in 2024, achieving simultaneous decoupling of pressure, shear force, and strain perception [8][9] - The Zhejiang Tsinghua Flexible Electronics Technology Research Institute is set to release the first commercial bionic three-dimensional electronic skin in 2025, integrating 240 metal sensors in a fingertip area [8][9] Industry Development Trends 1. The industry is moving towards achieving micro and nano-level resolution, with advancements in micro-nano fabrication and AI algorithms expected to drive a revolution in sensing precision [10][11] 2. The evolution from single-point force sensing to comprehensive "tactile-temperature-chemical" perception is anticipated, enhancing robotic environmental understanding [12] 3. The integration of biodegradable materials and self-healing systems is expected to open new avenues for medical-grade applications in bionic electronic skin [13]