Tesla(US:TSLA) 量子位·2025-12-17 10:00Core Viewpoint - The dexterous hand is a core component of embodied intelligence, capable of independent application in real-world scenarios without relying on humanoid robots, and represents a high-barrier soft-hard integrated platform [7][12][13]. Group 1 - The dexterous hand is not merely an accessory to humanoid robots but serves as the central execution platform for embodied intelligence [3][7]. - A good dexterous hand must possess high degrees of freedom, durability, cost-effectiveness, and multi-modal perception, along with tailored solutions for various scenarios [5][31]. - The global dexterous hand market features three main technical routes: tendon-driven, rigid-link, and direct-drive transmission, with the company having solutions in all three areas [16][32]. Group 2 - The company emphasizes that a truly effective dexterous hand should mimic human hand capabilities, including high freedom of movement and the ability to interact with various tools [18][20]. - The current market for dexterous hands has seen prices drop to below 10,000 yuan, making them competitive with traditional two-finger grippers [23]. - The company is focused on developing both the hardware and the necessary algorithms to ensure the dexterous hand can perform a wide range of tasks in real-world applications [24][55]. Group 3 - The company has developed several models of dexterous hands, including the Linker Hand O6, which is lightweight and capable of significant force, and the Linker Hand L20, known for its speed and efficiency in industrial environments [44][46]. - The Linker Hand L30, based on a tendon-driven structure, is set to commercialize in November 2024, showcasing advanced flexibility and responsiveness [52][53]. - The company is committed to self-research for key components like tactile sensors, motors, and reducers, ensuring high durability and performance [55].