六维力传感器专题报告：市场扩容，国产替代加速

Investment Rating - The report rates the industry as "Outperforming the Market" [6] Core Insights - The six-dimensional force sensor is crucial for humanoid robots, enabling them to measure multi-dimensional interaction forces and moments with the environment, which is essential for control planning, posture adjustment, and force perception [1][3] - The market for six-dimensional force sensors is expected to grow significantly, with sales projected to exceed 84,000 units by 2027, driven by the expansion of the robotics industry [3][4] Summary by Sections 1. Six-Dimensional Force Sensors - Six-dimensional force sensors can measure forces along three axes and moments around three axes, making them the most comprehensive type of force sensor available [1][16] - The demand for these sensors originated from aerospace research and has expanded into various fields, including automotive testing and robotics [16] 1.1. Technical Barriers - Key technical challenges include decoupling algorithms, structural decoupling design, and calibration processes [34][35] - The decoupling of sensor signals is critical to accurately determine the true pressure in each direction, as inter-axis coupling can introduce significant measurement errors [34][36] 1.2. Industry Chain - The production of six-dimensional force sensors involves critical steps such as the manufacturing of elastic bodies and strain gauges, with the latter primarily relying on imported materials [2][67] - Domestic manufacturers are increasingly entering the market, with companies like Yuli Instruments and Kunwei Technology gaining market share [4][67] 2. Market Space and Competitive Landscape - In 2022, the Chinese market for six-dimensional force/moment sensors reached a sales volume of 8,360 units, a year-on-year increase of 57.97%, with the robotics sector accounting for 4,840 units sold [3][87] - The market size for six-dimensional force/moment sensors in China was 239 million yuan in 2022, with a projected growth to over 1.5 billion yuan by 2027 [3][87]