Industry Overview - The global MEMS inertial sensor market is projected to grow from 15.55 billion by 2029, with a CAGR of 23% [2] - China's MEMS inertial sensor market size increased from RMB 11.85 billion in 2020 to RMB 17.88 billion in 2023, with a CAGR of 14.7% [2] - The global humanoid robot market is expected to grow from 15.142 billion by 2030, with a CAGR of 56.85% [27] Key Companies and Products - Tesla plans to start small-scale production of Optimus in 2025, with mass production and delivery to other customers expected in 2026 [8] - Figure AI launched its second-generation humanoid robot, Figure 02, in August 2024, with applications in industrial and household settings [8] - Ubtech's Walker S1 uses a four-camera vision system combined with four RGBD sensors, while DAR adopts a comprehensive solution including 3D depth cameras, RGB monocular cameras, TOF cameras, and LiDAR [78] Technology and Components - MEMS sensors are crucial for measuring acceleration, angular velocity, magnetic fields, and light, aiding in robot positioning, navigation, and object recognition [9] - The global MEMS sensor market is expected to grow from 20 billion by 2028, with a CAGR of 6.1% [83] - CIS (CMOS Image Sensors) are core components of visual sensors, with the global market projected to grow from 28.6 billion by 2029, with a CAGR of 4.6% [80] Market Trends and Growth - The global power device market is expected to grow from 26.2 billion by 2026, with a CAGR of 7.3% [62] - The global IGBT market is projected to grow from 8.4 billion by 2026, with a CAGR of 6.3% [63] - The global MCU market size was approximately 2.16 billion in 2023 to $2.64 billion by 2027, with a CAGR of 5% [100]
半导体行业·人形机器人篇：半导体需求攀升，人形机器人驱动行业新拐点
国元证券·2024-12-31 10:34