2024年中国机器人传感器行业研究报告：商业化启航，人形机器人引领传感器行业新飞跃（精简版）

Industry Investment Rating - The report does not explicitly provide an investment rating for the industry [1][2][3] Core Viewpoints - Sensors are crucial for humanoid robots, with force sensors, electronic skin, visual sensors, and inertial sensors being particularly important due to their high value and alignment with the development direction of humanoid robots [3][4] - The humanoid robot market is expected to drive significant growth in the sensor market, with the sensor market projected to exceed 54 billion yuan by 2030, with a compound annual growth rate of 61.6% [3][5][16] - Leading companies in the sensor market share common traits such as rigorous R&D logic, professional teams, strong downstream resources, and robust financial capabilities [6][17][19] Sensor Market Potential - Force sensors, electronic skin, visual sensors, and inertial sensors are identified as having high market potential due to their high value and alignment with the development of humanoid robots [4][13][14] - Traditional sensors, such as current and temperature sensors, have limited growth potential due to their lower value and mature market [14] Humanoid Robot Market Impact - The humanoid robot market is expected to enter mass production by 2024, with commercialization anticipated by 2025, leading to a rapid expansion of the sensor market [11][16] - The sensor market is projected to grow significantly, reaching over 54 billion yuan by 2030, driven by the humanoid robot market [5][15][16] Key Developments in Humanoid Robots - Recent developments include the release of NVIDIA's Project GR00T, the launch of the "Tiangong" humanoid robot platform by Beijing Humanoid Robot Innovation Center, and the introduction of Unitree G1 by Yushu [7][8][10] - Other notable advancements include Boston Dynamics' all-electric Atlas, Tesla's Optimus robot, and the establishment of the Yangtze River Delta Humanoid Robot Alliance [10] Sensor Value in Humanoid Robots - Sensors account for 17%-26% of the total value of humanoid robots, with six-dimensional torque sensors being particularly valuable due to their comprehensive force feedback capabilities [12][13] - The high value of sensors in humanoid robots is expected to drive significant growth in the sensor market [12][13] Leading Companies in the Sensor Market - Companies with strong market positions in the sensor industry share common characteristics, including rigorous R&D logic, professional teams, strong downstream resources, and robust financial capabilities [17][19] - These companies are able to continuously innovate and optimize their products, maintaining a competitive edge in the market [19]