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 Insights - The article emphasizes the rapid growth of the humanoid robot industry, highlighting the significant role of force sensors in enhancing robot perception and interaction capabilities [1][4][5]. Industry Overview - The humanoid robot sector has seen explosive growth, with approximately 160 global humanoid robot companies, over 40% of which are based in China, leading the world [4]. - 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 [4]. Market Dynamics - The demand for core components, particularly sensors, is increasing, with sensors making up 25.8% of the total cost in the humanoid robot supply chain [4]. - The annual shipment growth rate for humanoid robot force sensors is projected to be between 200% and 300% starting in 2023, driven by increased market activity and R&D investments from domestic manufacturers [5][9]. Company Spotlight: 蓝点触控 (Blue Dot Touch) - 蓝点触控 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 international competitors in key performance metrics [7][18]. - The company has developed new six-dimensional force sensors (LA35 and LA77) tailored for humanoid robots, with LA35 designed for compact applications and LA77 for higher load capacities [12][14]. Strategic Partnerships - 蓝点触控 has established deep collaborations with leading humanoid robot manufacturers, including 智元, 小米, and 优必选, capturing 70% to 80% of the market share for six-dimensional force sensors in 2024 [9][18]. Technological Advancements - The company has achieved 100% self-research and control over its core products, enhancing its competitive edge in the market [7][18]. - The R&D team for force sensors has grown to nearly 100 members, enabling rapid customization and development of products to meet client needs [17]. Future Outlook - The force sensor market is expected to see a significant increase in shipment volumes, particularly in the humanoid robot sector, where six-dimensional force control is becoming a standard trend [18]. - 蓝点触控's international strategy is evolving, with a shift towards a dual-driven market structure and innovative service models tailored for overseas clients [17].