2030年达到68亿美元？人形机器人需求推动电机技术迭代破局

Core Insights - The commercialization of humanoid robots is driving the demand for advanced motor technologies, which are essential for performance, load capacity, and operational efficiency [1][3][15] - The electric motor industry is becoming a critical variable in the speed of commercialization for humanoid robots, with significant competition expected by 2026 [1][3] Electric Motor Market Potential - The global market for frameless torque motors in humanoid robots is projected to reach $2.397 billion by 2030, with the total market exceeding $3.3 billion when including traditional sectors [3] - Hollow cup motors are expected to surpass $1.5 billion in the robot sector by 2030, while harmonic field motors are anticipated to grow rapidly post-2025, reaching $2 billion by 2030 [3] - Electric motors account for 15%-20% of the value chain in humanoid robots, prompting leading manufacturers to vertically integrate and customize their motor solutions [3][6] Performance Requirements - Humanoid robots require motors with high torque density, low torque fluctuation, strong overload capacity, and effective heat dissipation [4][6] - For instance, the A2 Max robot's joint peak torque reaches 450 Nm, necessitating high-density output in a compact space [4] - The design trends are moving towards modular and integrated solutions to enhance flexibility and endurance [4] Competitive Landscape - The current electric motor market features a multi-route approach with frameless torque motors leading for joints, hollow cup motors for dexterous hands, and harmonic field motors exploring future applications [6][7] - The global market is dominated by companies like Kollmorgen and AEROTECH, while domestic firms are rapidly advancing, with significant price advantages [7][10] Market Growth and Trends - The global compound annual growth rate (CAGR) for frameless torque motors is projected to be 25% from 2023 to 2030, with the market expected to exceed $3.3 billion by 2030 [7][10] - Domestic companies are making strides in technology and cost efficiency, with local products priced at 50%-70% of their international counterparts [10][11] Material Innovations - The fourth-generation samarium iron nitrogen (SmFeN) material is emerging as a game-changer in electric motor performance, offering low cost and high performance [11][12] - This material has a Curie temperature of 470°C and is resistant to corrosion, making it suitable for micro-motor applications [12][14] Future Outlook - The humanoid robot wave represents not just a competition among complete systems but also a "power revolution" in core components like electric motors [15][16] - As technology converges and the supply chain integrates, the electric motor industry is expected to become a key driver for the commercialization and popularization of humanoid robots [16]