传感器行业人形机器人系列深度报告（二）：感知能力决定机器人落地场景，各类传感器多方面赋能

Investment Rating - The report maintains an "Overweight" rating for the humanoid robot sensor industry, indicating a positive outlook for investment opportunities in this sector [3]. Core Insights - The demand for external perception capabilities in humanoid robots is increasing, with sensors becoming a key focus for development. The humanoid robot industry is rapidly evolving, with companies like Tesla, Figure, and UBTECH enhancing their robot performance, leading to potential mass production [1][14]. - The report highlights that various sensors, including force sensors, tactile sensors, inertial measurement units (IMUs), and visual sensors, are critical for the functionality and commercial viability of humanoid robots [1][2][20]. - The market for force sensors is projected to reach approximately 30.7 billion yuan when humanoid robot shipments reach 1 million units, indicating significant growth potential [1]. - Tactile sensors are essential for enriching the operational scenarios of robots, with a market potential of around 10.4 billion yuan for hand tactile sensors and 3.6 billion yuan for electronic skin when shipments reach 1 million units [1]. - IMUs are crucial for maintaining balance and navigation in humanoid robots, with an expected market size of about 3.1 billion yuan at the same shipment level [1]. - Visual sensors are vital for enabling robots to acquire external image information, with a projected market space of 1.9 billion yuan for 3D visual sensors and 0.2 billion yuan for 2D visual sensors when shipments reach 1 million units [2][12]. Summary by Sections Section 1: Development of Humanoid Robots and Sensor Importance - The humanoid robot market is expanding rapidly, with China leading in industrial robot sales, accounting for over 52.5% of the global market in 2022. The market size is expected to reach 25.1 billion USD by 2024, driven by advancements in AI and high-end manufacturing [14][16]. - Sensors are fundamental for humanoid robots to perceive their environment, enabling them to perform tasks similar to humans through a "detection-processing-execution" workflow [14][20]. Section 2: Force and Torque Sensors - Force sensors are critical for measuring the forces and torques experienced by robots during interactions with their environment. The report emphasizes the importance of six-dimensional force sensors for advanced robotic control [1][27]. - The domestic market for six-dimensional force sensors is expected to grow significantly, with many local manufacturers working on development and production [1][27]. Section 3: Tactile Sensors - Tactile sensors are essential for robots to interact with their environment, providing feedback during tasks such as grasping. The report notes that the demand for tactile sensors will increase as robot shipments rise [1][24]. - The report identifies several companies to watch in the tactile sensor space, including Hanwei Technology and Zhongwu Technology [1][8]. Section 4: Inertial Measurement Units (IMUs) - IMUs are crucial for maintaining balance and navigation in humanoid robots, with a significant market opportunity as the industry grows. The report highlights the potential for domestic manufacturers to capture market share in this area [1][8]. Section 5: Visual Sensors - Visual sensors are key components for enabling robots to recognize and interact with their environment. The report indicates that domestic companies are well-positioned to enter the visual sensor market, which is expected to grow substantially [2][8].