Core Insights - The report highlights the advancements in tactile sensing technology in China, indicating that the domestic industry has made significant progress in material design, thinning processes, calibration technology, and deep learning models, with a minimal gap compared to overseas counterparts. However, there is still a need for time to catch up in high-end optical materials and international brand recognition [1][4]. Group 1: Tactile Sensing Technology - Tactile sensors are crucial for Tesla's Optimus humanoid robot, with the development of dexterous hands being a key focus area, as noted by Elon Musk, who stated that the engineering effort for this component accounts for half of the overall development [2]. - The core principle of tactile sensing technology involves capturing microscopic deformations when elastic materials contact objects, converting this into high-resolution tactile information, which is essential for robots to operate in unmarked and complex environments [2]. - Tactile sensing can perceive multiple dimensions of information, including normal force, shear force, relative sliding, object pose, texture, and hardness, closely mimicking human tactile capabilities, thus enhancing robots' interaction with their environment [2]. Group 2: Cost and Integration - GelSight's tactile sensors are priced at $350 each, significantly lower than six-dimensional force sensors, and can be quickly integrated and redeveloped within five minutes, making them compatible with various robotic platforms and operating systems [3]. - The optical signals used in these sensors are resistant to temperature, magnetic fields, and electromagnetic interference, allowing stable operation in extreme environments such as metallurgy, low-temperature storage, and dynamic factory settings [3]. Group 3: Domestic Companies and Collaboration - Domestic companies are leveraging local supply chain advantages and practical applications to accelerate their development in tactile sensing technology, with notable collaborations and investments from established firms [4][5]. - Companies like 隆盛科技 (Longsheng Technology) and others are forming strategic partnerships to enhance their capabilities in tactile sensing and robotics, with Longsheng Technology already utilizing self-developed dexterous hands in factory production lines [5]. - Other notable companies include 帕西尼感知 (Paxini Technology), 一目科技 (Yimu Technology), and 戴盟机器人 (Daimeng Robotics), each focusing on various aspects of tactile sensing and robotics, contributing to the overall growth of the industry [5].