Tesla(US:TSLA) 中金点睛·2026-01-14 00:08Core Viewpoint - The article emphasizes the critical role of dexterous hands in humanoid robots, highlighting their importance in transitioning from "walking" to "working" robots, and outlines the current state and challenges in the development of dexterous hands, particularly in transmission, drive, and perception systems [5][9][10]. Summary by Sections Market Potential - The global market for robotic dexterous hands is expected to exceed $3 billion by 2030, with a projected capacity of 141.21 million units by 2030 [5][12]. Transmission Development - Composite transmission solutions are becoming mainstream, with a notable increase in the penetration of micro ball screws due to their cost-effectiveness and mature design [5][29]. - Tendon transmission is favored for lightweight dexterous hands, significantly reducing fingertip inertia and supporting higher degrees of freedom [10][32]. Drive System - The trend towards cost reduction in brushless DC motors is significant, with Tesla leading the way in exploring these technologies [5][20]. - Brushless DC motors, hollow cup motors, and frameless torque motors are the primary drive solutions, each with distinct advantages and applications [20][21][26]. Perception System - Dexterous hands are evolving from single force perception to multi-modal perception, integrating visual and tactile feedback, with electronic skin emerging as a standard carrier for this technology [6][37]. - Current challenges in electronic skin include reliability, cost, and scalability in manufacturing [6][39]. Engineering Challenges - Dexterous hands face multiple engineering bottlenecks, including heat management, reliability, and the need for coordinated perception, drive, and execution systems [10][11]. - The integration of various technologies in the drive, transmission, and perception systems is still in progress, with ongoing exploration of different technical routes [15][17]. Industry Dynamics - The dexterous hand market is characterized by diverse technical solutions, with leading manufacturers adopting five-finger structures that cater to a wide range of industrial and service applications [18]. - The competition landscape includes third-party dexterous hand manufacturers and robot body companies, each leveraging their strengths in specific application scenarios [18][19]. Future Trends - The evolution of dexterous hands is marked by trends towards lightweight designs, high degrees of freedom, and enhanced perception capabilities [45][48]. - The integration of advanced materials and structural optimization is crucial for achieving the desired balance between weight, stiffness, and functionality in dexterous hands [47].