这款机器人核心零部件价格将腰斩
第一财经·2025-12-22 10:12

Core Viewpoint - The article discusses the ongoing competition around cost and efficiency in the robotics industry, particularly focusing on the significant price reductions in core components like six-dimensional force sensors, which are essential for humanoid robots [3][10]. Group 1: Price Reduction of Core Components - Fourier, a Shanghai-based robotics company, has announced a six-dimensional force sensor priced below 5000 yuan, a significant drop from the current market price of over 10,000 yuan [3]. - Since the beginning of 2025, domestic sensors, reducers, and dexterous hands have seen price reductions exceeding 50% for some components, driven by changes in manufacturing processes and increased competition [3][10]. - The shift towards lower component costs is aimed at facilitating the large-scale application of humanoid robots by removing financial barriers [3][10]. Group 2: Manufacturing Process Changes - The traditional manufacturing process for six-dimensional force sensors relies heavily on manual calibration, which is time-consuming and labor-intensive [4][5]. - Fourier's new optical-based six-dimensional force sensor design reduces reliance on manual calibration, allowing for automated calibration processes that can significantly lower production costs by over 50% [8][10]. - The transition to automated calibration is expected to enhance production consistency and yield, thereby improving delivery stability for complete robotic systems [10]. Group 3: Market Dynamics and Future Trends - Major orders in the humanoid robot sector are increasing, with companies like Songyan Power and Youbixuan securing significant contracts, indicating a clear trend towards scaling production [10][11]. - The reduction in core component prices is seen as a strategic move by manufacturers to lower overall production costs and enhance competitiveness in the market [11][14]. - The article suggests that the ability to maintain stable delivery and continuous iteration while reducing prices will be crucial for the competitiveness of leading companies in the robotics industry [14].