市占率超70%领跑人形机器人赛道！国产六维力传感器突围 获智元/小米等头部客户批量应用

Core Viewpoint - The article emphasizes the critical role of force sensors in humanoid robots, highlighting their function as the "nerve endings" for perception and interaction, enabling robots to convert tactile sensations into quantifiable data streams [1]. Industry Overview - The humanoid robot industry is experiencing explosive growth, with approximately 160 global humanoid robot companies, over 40% of which are based in China [3]. - In 2024, the number of new humanoid robot releases is expected to exceed 106, with China accounting for 86 of these, representing 81% of the global total [3]. Market Dynamics - The demand for force sensors is surging, driven by the increasing commercialization and R&D investments in humanoid robots [4]. - The cost of sensors in the humanoid robot industry constitutes 25.8% of the total cost, making it a key area for technological breakthroughs and cost reduction [3]. Company Spotlight: Blue Dot Touch - Blue Dot Touch has rapidly ascended to the forefront of the six-dimensional force sensor market since entering in 2019, achieving significant growth in shipment volumes and surpassing European and American brands in core performance metrics [6]. - The company has established partnerships with leading humanoid robot manufacturers, including Xiaomi and UBTECH, and is also penetrating high-value sectors such as new energy vehicles and healthcare [7]. Product Development - Blue Dot Touch launched two new six-dimensional force sensors, LA35 and LA77, designed for compact applications and high-load capabilities, respectively [11][13]. - The company also introduced two models of joint torque sensors, LC and LD, which are compact and lightweight, enhancing robot performance without increasing joint size [14][16][18]. Market Position and Future Outlook - Blue Dot Touch is projected to capture 70%-80% of the market share for six-dimensional force sensors in humanoid robots in 2024 [9]. - The company has a dedicated R&D team of nearly 100 people focused on customizable sensor solutions, positioning itself as a core supplier in the global market [19]. - The company has achieved over 100% growth in cash flow, profit levels, and revenue growth in 2024, indicating strong operational performance [20].