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, vision 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] - Humanoid robots are expected to enter mass production by 2024, with commercialization anticipated by 2025, leading to a rapid expansion of the market [11][16] - The sensor market is expected to benefit from the scaling effects of humanoid robot production, with the market size projected to reach 450 billion yuan by 2030 [11][16] Sensor Market Potential - Force sensors, electronic skin, vision 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 [13][14] - The value of sensors in humanoid robots is significant, accounting for 17%-26% of the total cost, with six-dimensional torque sensors being particularly valuable [12][13] Humanoid Robot Market Impact - The humanoid robot market is expected to drive the growth of the sensor market, with the sensor market projected to exceed 54 billion yuan by 2030 [5][16] - The humanoid robot market is expected to reach a production capacity of 5-6 million units by 2030, with a market size exceeding 450 billion yuan [11] - The commercialization of humanoid robots is expected to begin in 2025, with significant cost reductions anticipated before mass production [11][16] Sensor Market Growth Drivers - The growth of the sensor market is primarily driven by the humanoid robot market, with mass production expected to lead to rapid market expansion [15][16] - The demand for sensors in humanoid robots is expected to remain strong, with the market benefiting from the scaling effects of mass production [16] Characteristics of Leading Sensor Companies - Leading sensor companies are characterized by rigorous R&D logic, professional R&D teams, rich downstream resources, and strong financial capabilities [6][17][19] - These companies have a clear roadmap for future technology iterations and can adapt to market changes, ensuring continuous product innovation [19] - They possess strong technical capabilities and can attract top talent, enabling them to maintain a competitive edge in the market [19] Recent Developments in Humanoid Robots - Recent developments in the humanoid robot market include the release of new models and platforms by companies such as NVIDIA, Ubtech, Xiaomi, and Unitree [7][8][10] - The establishment of the Yangtze River Delta Humanoid Robot Alliance and the launch of Huawei's PanGu embodied intelligence model are significant milestones in the industry [10]