Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The electronic skin industry in China is projected to grow significantly, with market size estimates reaching 4.6 billion RMB in 2024 and increasing to 90.48 billion RMB by 2030, reflecting a compound annual growth rate (CAGR) of approximately 60.5% [17][23] - The humanoid robot market is also expected to expand, with a market size forecast of 115.1 billion RMB in 2024, growing to 4,524 billion RMB by 2030, indicating a robust growth trajectory [17][23] - The value proportion of electronic skin in humanoid robots is anticipated to decline from 4% in 2024 to 2% by 2030, as production costs decrease and the technology matures [25][27] Market Size Estimates - Electronic skin market size (in billion RMB): - 2024E: 4.6 - 2025E: 10.22 - 2026E: 15.57 - 2027E: 24.17 - 2028E: 38.67 - 2029E: 58.53 - 2030E: 90.48 [17] - Humanoid robot market size (in billion RMB): - 2024E: 115.1 - 2025E: 276.2 - 2026E: 471.79 - 2027E: 805.8 - 2028E: 1,432.25 - 2029E: 2,544.84 - 2030E: 4,524 [17][23] Production Estimates - Humanoid robot production estimates (in thousands): - 2024E: 5 - 2025E: 20 - 2026E: 39.48 - 2027E: 77.93 - 2028E: 153.84 - 2029E: 303.68 - 2030E: 600 [19][23] Value Estimates - Humanoid robot overall value estimates (in ten thousand RMB): - 2024E: 23.02 - 2025E: 13.81 - 2026E: 11.95 - 2027E: 10.34 - 2028E: 9.31 - 2029E: 8.38 - 2030E: 7.54 [21][23]
中国电子皮肤行业市场规模测算逻辑模型 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-06-21 12:00