行星滚柱丝杠（ PRS ）是一种精密、低摩擦的丝杠式执行器，可将旋转运动转换为直线运动。它通过位于丝杠和螺母之间 的多个呈行星（轨道）运动的螺纹滚柱传递负载，通常比滚珠丝杠具有更高的负载能力和更长的使用寿命，但结构更复 杂、成本更高。 行星滚柱丝杠行业目前现状分析 QYResearch调研中心 01 行星滚柱丝杠市场正从小众高端技术走向规模化应用阶段，其发展由 "电动化替代液压 + 机器人与高端装备需求 + 高可靠 场景扩展"三大因素共同推动。 | 发展现状 | 描述 | | --- | --- | | 市场仍属 "小众高端"，但进入加 速成长期 | 行星滚柱丝杠目前仍是滚动直线传动中的小众高端产品，整体市场规模远小于滚珠丝杠，但 在高载、高刚度、高可靠性应用中的渗透率持续提升，市场正从 "技术导入期"进入"加速增长 | | | 期"。 | | 技术迭代聚焦在承载、寿命与紧 | 当前技术演进主要集中在提高动态载荷能力、疲劳寿命、抗冲击性能，以及通过材料与结构 | | 凑化 | 优化实现更高功率密度和更紧凑尺寸。 | | 机器人与高端装备成为需求增量 | 工业机器人、人形机器人、重载协作机器人以及半导体与航空航 ...

Industry Overview - The planetary roller screw is a high-precision transmission device widely used in aerospace, robotics, medical devices, and precision instruments, with increasing demand driven by rapid development in these sectors [1][14] - The global market size for planetary roller screws is projected to reach $4.4 billion in 2024, representing a year-on-year growth of 91.30% [1][14] - Domestic companies have achieved significant breakthroughs in technology, with leading manufacturers like Nanjing Technology and Qinchuan Machine Tool overcoming challenges in material heat treatment and precision grinding [1][14] Industry Development History - The industry has evolved through four main stages, starting from its inception in the 1950s to 1970s, followed by a technology exploration phase from the 1980s to 2010, an initial industrialization phase from 2010 to 2015, and a rapid development phase from 2016 to present [5][6] - The rapid development phase has seen the adoption of planetary roller screws in Tesla's Optimus robot, with each unit using 14 screws, significantly boosting market demand [6][12] Industry Supply Chain - The supply chain includes upstream raw materials (alloy steel, stainless steel), components (screws, nuts, rollers), and production equipment (grinding machines, heat treatment equipment) [9] - The downstream applications encompass humanoid robots, aerospace, new energy equipment, industrial automation, and automotive industries [9] Market Size - The demand for planetary roller screws is particularly high in the humanoid robot sector, where precision, load capacity, and reliability are critical [1][14] - The production of humanoid robots in China is expected to reach 1,940 units in 2024, marking a year-on-year increase of 139.51% [12] Key Companies' Performance - The competitive landscape is characterized by international giants dominating the high-end market, while domestic manufacturers are rapidly catching up in the mid-to-low-end segments [16] - Companies like Nanjing Technology and Qinchuan Machine Tool are making strides in precision and production capacity, with Nanjing Technology achieving G3-level precision and Qinchuan Machine Tool entering Tesla's supply chain [16][18] Industry Development Trends 1. **Technological Breakthroughs**: The industry is experiencing rapid advancements in material science and processing technology, with domestic companies achieving product lifespans exceeding 50 million cycles [22] 2. **Application Explosion**: The humanoid robot sector is a key driver of demand, with projections indicating that global humanoid robot production could reach 5 million units by 2030 [23] 3. **Industry Integration and Globalization**: Companies are enhancing competitiveness through vertical integration and global expansion, with notable mergers and acquisitions expected to accelerate the entry of domestic firms into high-end markets [25]