Core Viewpoint - Tactile sensors are a critical bottleneck in the hardware side of general humanoid robots, with significant growth potential as they can permeate from hands to the entire body, leading to a vast market opportunity in the future [1][2]. Group 1: Market Potential - The global tactile sensor market is projected to grow from $15.33 billion in 2024 to $35.59 billion by 2031, with a CAGR of 12.8% [2]. - The market for tactile sensors could reach approximately 1 trillion yuan when humanoid robot production reaches 100 million units, indicating a massive blue ocean opportunity [1][2]. Group 2: Technology Landscape - The main technical routes for tactile sensors include piezoresistive (37% market share) and capacitive (28% market share) technologies, with various players in the market yet to go public [2]. - The tactile sensor industry is characterized by multiple technology routes, with a need for integration of materials, manufacturing, and algorithms to produce flexible tactile sensors suitable for robots [1][2]. Group 3: Industry Dynamics - The current stage of humanoid robots is at L3 and below, akin to the capabilities of a 4-7 year old child, with tactile sensing primarily focused on dexterous hands [2]. - As the complexity of tasks and application scenarios expand, tactile sensing is expected to extend from hands to arms, legs, torso, and face, indicating substantial growth potential [2].