单品破万台，灵巧手的技术路线是否在收敛？

Core Insights - The article highlights the significant challenges in the robotics field, particularly in developing dexterous hands, which are considered more difficult to master than basic locomotion [1] - By 2025, the market for dexterous hands is expected to see a substantial increase, with sales surpassing 10,000 units and a market size that has grown several times year-on-year due to strong capital inflow and investment [1] Group 1: Technology Routes - Three main technical routes have been explored to achieve human-like dexterity in robots: direct drive, linkage drive, and tendon-driven systems, each with its own advantages [2] - The direct drive solution features high precision and fast response, with finger bending taking only 0.3 seconds and achieving sub-millimeter precision [3] - Leading companies in the direct drive sector include Zhaowei Electromechanical, which has innovated with a micro hollow cup motor, and X-Dawn Era, which has developed a fully direct drive dexterous hand with 12 degrees of freedom [7][8] Group 2: Challenges in Dexterous Hand Development - The development of dexterous hands faces three major challenges: data acquisition, material durability, and heat dissipation [17] - The intelligence of dexterous hands relies heavily on vast amounts of real-world operational data, with companies like Linkerbot and Lingxin Qiaoshou actively working to build extensive datasets [21] - Material durability is a critical issue, with companies like Qingdao High Measurement and Shandong Daye making breakthroughs in developing long-lasting materials for tendon systems [23] - Heat dissipation is a significant concern as high-power density motors generate heat that can affect performance; companies are developing integrated thermal management solutions to address this [24] Group 3: Market Dynamics and Future Outlook - As of March 2025, the number of dexterous hand companies in China has exceeded 40, indicating a dominant position in the global market [25] - The industry is moving towards a convergence of technology routes, focusing on performance, cost, and reliability, while still allowing for differentiated solutions in specific applications [26] - The upcoming FAIR plus 2026 event in Shenzhen will showcase advancements in dexterous hand technology and provide a platform for industry collaboration [28][29]