605488放大招：开启机器人“触觉智能TPU”新时代

Core Insights - The company, Folei New Materials, launched its third-generation electronic skin product, featuring a Tactile Processing Unit (TPU) that enables edge computing at the fingertip level, enhancing the sensory capabilities of robots [1][9][11]. Product Development - The third-generation electronic skin integrates a chip within the flexible sensor, allowing for deep integration of sensing and processing [11]. - Advanced intelligent algorithms have been incorporated, enabling the sensor to possess deep perception capabilities rather than just simple touch detection [11]. - The effective sensing area has been significantly increased, providing robots with richer and more dimensional tactile information [11]. Market Engagement - Folei New Materials has established collaborations with dozens of domestic and international clients, with some expressing clear demand for bulk orders [3][18]. - The company has made progress in the North American market, achieving small batch orders and establishing a wholly-owned subsidiary, Apex Sensing LLC, in California [18]. Strategic Direction - The company is transitioning from a functional coating material supplier to a provider of intelligent sensing solutions, with electronic skin as the core of this transformation [9]. - Continuous investment in research and development is emphasized, with significant increases in R&D spending, particularly in flexible sensor projects [14]. Collaborative Efforts - Folei New Materials is actively promoting industry-academia collaboration, having established a joint laboratory with Zhejiang Tsinghua Flexible Electronics Technology Research Institute to focus on breakthroughs in flexible chip technology [14][16]. - Strategic partnerships with companies like Tongzhi Technology aim to enhance the integration of AI algorithms and flexible sensing technology [14]. Investor Reception - The launch event attracted significant attention, with over 100 institutions and nearly 300 attendees, indicating strong investor interest in the electronic skin technology [3][19].