专家访谈汇总：中国将接管全球机器人主导权

Group 1: Human-like Robots - Human-like robots are ideal carriers of embodied intelligence due to their high similarity to human form and behavior, enabling collaboration in complex environments [1] - The trend of domestic substitution is becoming increasingly evident, with cost and supply chain advantages expected to manifest, allowing domestic brands to capture a larger share of the global market [1] - The diversification of task requirements will make technologies like dexterous hands and flexible skin key components of robots, enhancing precision and safety in end-user interactions [1] - Continuous upgrades and mass production of domestic robot hardware are leading to rapid cost reductions, giving domestic brands a competitive edge and accelerating the trend of domestic substitution [1] - Currently, vision technology for robots is dominated by American and Japanese manufacturers, but Chinese firms are expected to emerge in this field due to significant cost advantages [1] Group 2: Lithography Machines - Lithography machines, the largest segment of semiconductor equipment, are expected to maintain strong demand, with global spending on 300mm wafer fab equipment projected to reach $123.2 billion, $136.2 billion, and $140.8 billion from 2025 to 2027 [3] - Shanghai Microelectronics is the only domestic company producing high-end front-end lithography machines, having achieved mass production of 90nm lithography machines, with future potential to break through advanced processes and accelerate domestic production [3] - The technology of lithography machines is continuously advancing, particularly in EUV (Extreme Ultraviolet) lithography, with increasing demand and application as chip processes shrink [3] Group 3: Sensor Industry - MEMS sensors integrate micro-mechanical systems, circuits, and controllers, offering advantages such as high sensitivity, fast response, small size, and low cost [3] - The overall trend in the sensor industry is towards multi-dimensional, high-precision, high-integration, and high-extendability developments, with a focus on high-dimensional force and tactile sensors [3] - The sensor industry is characterized by a wide variety of products and low individual sensor value, necessitating a focus on integration and fusion to meet market demands [3] - The global humanoid robot market is projected to reach $1.017 billion in 2024 and grow to $15 billion by 2030, with a CAGR exceeding 56% [3] - The global smart sensor market is expected to reach $52.04 billion in 2024, with China's smart sensor market projected to reach 155.12 billion yuan [3] - China's MEMS sensor industry is entering a critical phase of "scale expansion" to "quality upgrade," with the market expected to reach 259.376 billion yuan by 2031 [3]