Fulai New Material(SH:605488) 第一财经·2025-06-06 01:39Core Viewpoint - The article discusses the advancements in flexible tactile sensors, referred to as "electronic skin," developed by Fulei New Materials (福莱新材) and their potential impact on robotics, emphasizing the importance of cost, integration, and algorithm development for practical applications [1][4]. Group 1: Product Development and Technology - Fulei New Materials has introduced a second-generation flexible tactile sensor that mimics human skin, enhancing robots' ability to perceive force and temperature [1]. - The new sensor technology allows for multi-dimensional signal input, which could lead to smarter decision-making and operations in robots [1][4]. - The development of the sensor involved a flexible film preparation process, ensuring it can conform to various complex surfaces, which is crucial for effective application [3]. Group 2: Market Demand and Future Projections - According to GGII, the global demand for flexible tactile sensors in humanoid robots is projected to reach 1.525 million square meters by 2030, with a market size of 27.4 billion yuan [4]. Group 3: Cost and Industry Challenges - The high cost of tactile sensors is a significant barrier to widespread adoption, with some sensors priced around 100,000 yuan per unit, making bulk procurement challenging for developers [6]. - The industry emphasizes the need for affordable solutions to facilitate further research and development in embodied intelligence hardware [6]. - Fulei New Materials has chosen a resistive technology for their sensors, which balances manufacturing difficulty, cost, and scalability, providing a competitive edge [7].