最新报告 | TrendForce 人形机器人产业研究--3Q25季度报告出刊

Core Insights - The humanoid robot industry is gaining global attention, with significant advancements in technology, capital, and application scenarios expected to accelerate commercialization by Q3 2025 [1] Group 1: Major Manufacturer Dynamics - Manufacturers are focusing on the application value of humanoid robots, aiming for versions that can perform complex tasks, are easy to deploy, and can adapt to factory and household environments [2] - Key players such as Tesla, Boston Dynamics, Agility Robotics, Hexagon, Figure AI, Fourier Intelligence, and Lajuj Robot are continuously upgrading their hardware and software [2] Group 2: Key Component Analysis - The cost breakdown of humanoid robots shows that the motion layer accounts for 55% of the BOM cost, the cognitive layer for 23%, the sensing layer for 15%, and the power layer for 7% [3] - Different manufacturers and suppliers are exploring various application solutions and technological routes, particularly in embedded large language models (LLM) and machine vision [3] Group 3: Quarterly Trend Outlook - The current trend in humanoid robot development emphasizes software advancements leading hardware improvements, with a focus on LLM and simulation training platforms expected to be highlighted in the second half of 2025 [4]