机器人行业深度：传感器：人形机器人与外界互动核心零部件

Investment Rating - The report maintains an "Overweight" rating for the robotics industry [1] Core Insights - The key focus is on three sub-segments of humanoid robot sensors: force perception, touch perception, and vision perception. Sensors are critical components for enhancing the perception capabilities of humanoid robots, with a significant cost share in the overall bill of materials (BOM) [3][7] - The BOM cost of Tesla's humanoid robot is approximately $49,719, with sensors accounting for about 33.4% of the total component value [18][20] - The report anticipates rapid growth in the market for six-dimensional force sensors, projecting shipments to reach 1.1954 million units and a market size of 14.331 billion yuan by 2030 [4][56] Summary by Sections 1. Sensors as Core Components - Sensors are essential for humanoid robots to interact with their environment, enabling capabilities such as human-machine interaction, environmental perception, and motion control [14] - The BOM cost analysis indicates that sensors represent a significant portion of the total cost, highlighting their importance in the overall design and functionality of humanoid robots [18][20] 2. Force Control - Force control is crucial for the movement of robots, with force sensors being the core components. The report emphasizes the importance of six-dimensional force sensors for intelligent control in humanoid robots [22][26] - The market for six-dimensional force sensors is expected to grow rapidly, driven by advancements in technology and increased demand from humanoid robot applications [52][56] 3. Touch Perception - Electronic skin technology is highlighted as a key innovation for providing humanoid robots with tactile sensitivity, simulating human touch perception through flexible electronic devices [62][63] - The global market for flexible tactile sensors is currently dominated by foreign brands, but domestic companies are gradually gaining competitiveness [5][7] 4. Vision Perception - 3D vision sensors are identified as the future mainstream solution for humanoid robots, with a projected market size of $15 billion by 2025. The report notes that while foreign manufacturers currently lead the market, domestic firms are making significant progress [6][28]