具身智能撬动千亿“感知市场”，传感器打响国产替代与技术突围战丨机器人新视界

Group 1 - The core viewpoint of the article emphasizes that the emerging market for embodied intelligent robots is driving significant growth in the domestic sensor market, creating new downstream applications beyond traditional sectors like consumer electronics and automotive electronics [1][6]. - The sensor market in China is projected to exceed 400 billion yuan in 2024, reaching 406.12 billion yuan with a year-on-year growth of 11.4%, and is expected to reach 579.34 billion yuan by 2027 [6]. - The demand from the humanoid robot industry is acting as a new engine for the growth of the sensor market, with the cost of sensor systems in robots accounting for approximately 20% of their total cost [6]. Group 2 - The article highlights the advancements in humanoid robots, such as the "Tiangong" robot, which won a gold medal in a 100-meter race, showcasing its superior perception capabilities through the use of inertial sensors [3][4]. - Traditional industrial robots have simpler sensor requirements, while embodied intelligent robots need enhanced sensory capabilities, including vision, touch, and environmental awareness, which raises the demand for advanced sensors [4]. - Domestic sensor manufacturers are gradually breaking the technological dominance of foreign companies, with examples like Daimeng Robotics developing the world's first mass-producible millimeter-thick tactile sensors [6][8]. Group 3 - The article notes that the domestic market for six-dimensional force sensors is experiencing a significant increase, with a reported 1100% year-on-year growth in shipments for humanoid robots, and the domestic production rate rising from 19% to 57.8% over four years [8]. - Despite the growth, domestic sensor manufacturers face challenges such as insufficient manufacturing capabilities and the need to overcome established customer barriers set by foreign competitors [8].