机器人系列深度报告之十八：六维力传感器：机器人高壁垒+高价值量+增量方向

Industry Overview - The six-axis force sensor is the highest dimension force sensor, capable of calibrating forces at any point in space, with the widest applicability, initially developed for the aerospace industry and later expanded to automotive and robotics industries [2] - Multiple technical routes are currently developing in parallel, including strain gauge (silicon strain and metal foil), capacitive, photoelectric, piezoelectric, and resistive types [3] - The six-axis force sensor has high technical barriers, with nonlinear mechanical characteristics, requiring consideration of temperature drift, creep, cross-interference, and real-time data processing, making production complex [3] Technical Barriers and Market Analysis - The six-axis force sensor has significant technical barriers, including structural decoupling design, calibration and detection technology, drift error control, and complex production processes [3] - The current market size is small, with many mature players, and domestic manufacturers are mainly startups catching up with overseas companies [4] - In 2023, ATI, Yuli Instrument, Epson, Bluepoint Touch, and Kunwei Technology accounted for 22.4%, 12.2%, 6.4%, 4.8%, and 4.7% of the market share, respectively, with the top 10 manufacturers occupying nearly 70% of the market [4] Application and Future Prospects - The six-axis force sensor is a core component in humanoid robots, with high barriers, high value, and incremental potential [5] - With companies like Tesla, NVIDIA, and Google entering the humanoid robot industry, the sector is rapidly developing, and some listed companies have started R&D and production of six-axis force sensors [5] - The future evolution of technology is uncertain, depending on technological development and application scenarios, with potential changes in cost, application scenarios, and algorithm levels [8] Competitive Landscape - The six-axis force sensor market is highly concentrated, with domestic manufacturers continuously increasing their market share [54] - In 2023, ATI and Yuli Instrument accounted for 22.4% and 12.2% of the market share, respectively, with the top 10 manufacturers occupying nearly 70% of the market [54] - Domestic brands are expected to further leverage their advantages in performance, cost-effectiveness, service, and response speed as humanoid robots mature and achieve commercial scale production [54] Key Companies - ATI: A world-leading six-axis force sensor company with a global presence, offering a wide range of products with high sensitivity and stability [57][59] - Yuli Instrument: A company with deep experience in force sensors, offering a rich product portfolio and competitive pricing [61][62] - Kunwei Technology: A fast-growing company focusing on high-precision force sensors for robotics, with a strong technical team and extensive product range [64][65] - Bluepoint Touch: A young company with rapid development, offering a comprehensive range of products and solutions in the force sensor market [66][67]