电子：从柔性传感到人形机器人触觉革命

Investment Rating - The report maintains a positive investment rating for the electronic skin industry, indicating a favorable outlook for growth and investment opportunities [3]. Core Insights - The electronic skin market is rapidly expanding, driven by applications in humanoid robots, medical health monitoring, smart wearable devices, and smart prosthetics. The report highlights the potential growth in demand for related components such as flexible sensors, flexible substrates, packaging materials, and electronic skin fillers [4]. - Flexible sensors are identified as the core component of electronic skin, essential for providing robots with tactile sensing capabilities. The report analyzes five mainstream sensor technology routes and outlines five common sensor manufacturing processes, with resistive technology being the most feasible at present [5]. - The report emphasizes the importance of focusing on high-feasibility technology routes and companies at the forefront of industrialization, specifically mentioning companies like Fule New Materials and Hanwei Technology as key players in the electronic skin supply chain [6]. Summary by Sections 1. Electronic Skin and Humanoid Robots - Electronic skin is defined as a critical component that transforms machines into humanoid forms, enhancing their appearance and sensory capabilities for better human interaction [11]. - The humanoid robot market is projected to grow significantly, with sales expected to reach approximately 610,000 units annually by 2030. The electronic skin market is forecasted to reach around $6.3 billion in 2024, with a compound annual growth rate (CAGR) of over 17% expected over the next decade, potentially exceeding $30 billion by 2034 [16][15]. 2. Flexible Sensors as Core Components - The report details the structure of sensors, which include sensing materials, electrode materials, and flexible substrates. It discusses various sensor types, including resistive, capacitive, piezoelectric, optical, and Hall effect sensors, highlighting their advantages and disadvantages [31][35][41]. - The report notes that the resistive sensor technology is currently the most straightforward and ideal for implementation, while capacitive sensors offer higher spatial resolution and sensitivity [33][34]. 3. Related Companies Overview - Fule New Materials is identified as an integrated supplier of electronic skin, focusing on the production of flexible sensors using resistive technology and etching processes, suitable for large-scale production. The company has developed several patents in the sensor field, establishing a technological edge [51][53]. - Hanwei Technology is described as a comprehensive player in the sensor industry, with a strong foundation in gas sensors and a diverse range of flexible sensor products. The company is positioned to fill gaps in the electronic skin supply chain by potentially acquiring new material companies [56][57]. - Other notable companies include Keli Sensor, which specializes in mechanical sensors, and Magmet, known for its flexible optical fiber sensors, both of which contribute to the evolving landscape of electronic skin technology [58][61].