材料汇·2025-07-12 15:54Core Viewpoint - Lightweight design is essential for the commercialization of humanoid robots, addressing key industry pain points such as endurance, heat dissipation, component performance, and flexibility [2][12]. PART1: Lightweight Design - Lightweight design can enhance endurance by reducing gravitational potential energy and inertia, leading to lower static and dynamic power consumption [12]. - It can also lower the requirements for components, reducing the power demand of motors and simplifying drive algorithms [12]. - Flexibility is improved as lighter components allow for more agile control [12]. - Current humanoid robots require two adults for transportation; reducing weight would enable single-person handling, facilitating broader adoption [12]. PART2: Structural Lightweighting - Structural lightweighting involves parameter optimization, topology optimization, and integration to achieve "zero-cost" lightweighting [18][20]. - Parameter optimization is the simplest method, adjusting dimensions and layouts to reduce redundant components [20]. - Topology optimization refines material distribution to maximize structural performance while minimizing material use [24]. - Integration trends, similar to those in the electric vehicle sector, can reduce part counts and simplify production processes [30]. PART3: Material Lightweighting - Magnesium Alloys - Magnesium alloys are lightweight, high-strength materials with good ductility and excellent thermal conductivity, already applied in automotive lightweighting [37]. - The price of magnesium is currently low, making it economically attractive compared to aluminum alloys, with a price ratio of 0.87 [43]. - The use of magnesium alloys in humanoid robots can significantly reduce weight and energy consumption, as demonstrated by the ER4-550-MI industrial robot [46]. PART4: Material Lightweighting - PEEK - PEEK is a high-performance engineering plastic with excellent mechanical properties, heat resistance, and chemical resistance, widely used in aerospace and automotive applications [3][58]. - The price of PEEK is approximately 300,000 yuan/ton, with its main raw material, fluoroketone, costing around 120,000 yuan/ton, making raw material costs a significant factor [3][61]. - The global market for PEEK is projected to grow from 6.1 billion yuan in 2024 to 8.5 billion yuan by 2027, with a CAGR of 11% [3]. PART5: Material Lightweighting - Nylon PA - Nylon PA6 and PA66 are well-established engineering plastics known for their excellent impact resistance and flexibility, with stable demand [5]. - The market for PA6 is fragmented, while PA66 is more concentrated, with the top three companies holding a 75% market share [5]. - Applications include automotive systems, where PA is extensively used in engines and fuel supply systems [5]. PART6: Humanoid Robot Lightweighting - In humanoid robots, the joint modules account for about 40% of the weight, with structural components at 30% and shells at only 10% [6]. - PEEK is preferred for harmonic reducers, while magnesium alloys are suitable for structural components due to their cost-effectiveness and performance [6]. - The market potential for various materials in humanoid robots is estimated at 1 billion yuan for PPS, 2 billion yuan for modified PEEK, 300 million yuan for magnesium alloys, and 300 million yuan for modified nylon [6].