人形机器人产业链分析报告

Investment Rating - The report does not explicitly state an investment rating for the humanoid robot industry Core Insights - The humanoid robot industry is composed of three main segments: upstream components, midstream manufacturing, and downstream applications, with a complex supply chain involving numerous parts and systems [2][3] - The upstream segment is critical, with the motion and execution system being the most significant, accounting for 60% of the total cost, while the perception system covers a wide range of sensors [4][5] - The market for key components like linear actuators and harmonic reducers is expected to grow significantly, with projections indicating a market size of 100 billion yuan for screw rods when humanoid robot sales reach 1 million units [13][18] Summary by Sections Industry Chain Overview - The humanoid robot industry chain consists of upstream components (sensors, actuators), midstream manufacturing (robot body production), and downstream applications (logistics, manufacturing, home services) [2][3] Upstream Components - The motion and execution system is the core of the humanoid robot, with linear actuators being the most expensive component, comprising 39% of the total cost [4][5] - The perception system, which includes various sensors, accounts for 28% of the cost and is essential for interaction with the environment [4][5] Actuators - Two main types of actuators are prevalent: linear and rotary, with screw rods and reducers being critical components [6][11] - The report highlights the importance of linear actuators in production costs and discusses the two main solutions for linear motion: reducer + linkage and planetary screw rods [10][11] Key Components - The report details the types of reducers used in humanoid robots, including harmonic, RV, and precision planetary reducers, each with specific applications and advantages [18] - The market for harmonic reducers is projected to exceed 10 billion yuan by 2030, driven by the demand for precise control in humanoid robots [18] Power Sources - The primary power source for humanoid robots is the brushless DC motor, with a focus on torque density and efficiency [22][23] Dexterous Hands - Dexterous hands are crucial for fine manipulation tasks, with various transmission methods evaluated for their advantages and disadvantages [25][26] Sensors - The humanoid robot's perception capabilities rely heavily on sensors, including visual, tactile, and auditory sensors, with visual sensors being the most critical for interaction [31][32] Control Systems - The control system acts as the "brain" of the humanoid robot, coordinating movement and processing sensory information [41][42] Decision-Making Systems - The decision-making system integrates sensory data to enable intelligent responses and task execution, with ongoing developments in AI models to enhance capabilities [43][44] Future Trends - The report anticipates advancements in hardware, broader applications in service sectors, and increased collaboration among industry players to optimize the supply chain [48][49]