2023年中国机器人灵巧手行业概览：人形机器人加速研究进展，灵巧手迎千亿市场

Industry Investment Rating - The report does not explicitly provide an investment rating for the industry [1][2] Core Viewpoints - The dexterous hand market is expected to experience explosive growth, with the market size projected to exceed 80 billion yuan by 2030, driven by the rapid development of humanoid robots and Tesla's Optimus [2][4] - The dexterous hand market is primarily composed of robot companies and research institutions, with international players holding performance advantages, while Chinese players are expected to gain more market share due to price advantages [4][19] - The market space for dexterous hands is significant, with Tesla's Optimus expected to reach mass production in 3-5 years, leading to a potential market size of nearly 88 billion yuan under optimistic scenarios, with a compound annual growth rate of 109.3% [4][20][21] Technical Routes of Dexterous Hands - The structural evolution of dexterous hands is moving towards modular and micro-electromechanical integration, with three main structural forms: external drive, internal drive, and hybrid drive [3][5][7] - The driving methods of dexterous hands include motor, pneumatic/hydraulic, and shape memory alloy drives, with motor drives being the most common, particularly hollow cup motors for their energy efficiency and control stability [3][8][10] - The transmission systems of dexterous hands include linkage, tendon, and gear drives, each with distinct advantages and applications in industrial, prosthetic, and research fields [3][11][13] - Sensor technology in dexterous hands is divided into internal and external sensors, with multi-sensor fusion being a future trend to enhance grasping capabilities and intelligence [3][14][15][16] Market Competition - The dexterous hand market is dominated by robot companies and research institutions, with international players like Shadow Robot and Tesla leading in performance, while Chinese players like InTime Robotics are expected to gain market share due to price advantages [17][18][19] Market Size and Growth - The dexterous hand market is projected to grow significantly, with Tesla's Optimus expected to drive the market to nearly 88 billion yuan under optimistic scenarios by 2030, with a compound annual growth rate of 109.3% [20][21]