人形机器人传感器

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中金 | 人形机器人传感器:高价值量、高壁垒的感知环节
中金点睛· 2025-06-25 00:12
Core Insights - The core viewpoint of the article is that the sensor market for humanoid robots is expected to reach 11.9 billion yuan by 2030, driven by the gradual increase in humanoid robot deployment and decreasing hardware costs [1][11]. Sensor Types and Market Potential - Force sensors are the most valuable sensor category, crucial for end-effector operations, with a projected penetration rate of over 30% for six-dimensional force sensors in humanoid robots [1][14]. - Electronic skin, primarily using resistive sensors, is expected to expand its coverage on humanoid robots as costs decrease, enhancing multi-modal perception capabilities [2][34]. - Inertial Measurement Units (IMUs) are critical for dynamic balance in humanoid robots, with an anticipated increase in application as the complexity of tasks grows [2][50]. - Visual sensors are currently diverse in application, with a shift towards 3D solutions expected to dominate the market due to their ability to provide spatial information [2][60]. Market Size and Growth Rate - The humanoid robot sensor market is projected to grow at a CAGR of 60% from 2024 to 2030, reaching 11.9 billion yuan by 2030 based on an estimated 350,000 units sold [11][64]. - The force sensor market alone is expected to reach 7.9 billion yuan by 2030, with a significant increase in the adoption of six-dimensional sensors [32][57]. - The electronic skin market for humanoid robots is projected to reach 500 million yuan by 2030, driven by increased adoption as costs decline [47][48]. Sensor Integration and Technology Development - The integration of various sensors, including force, touch, and visual sensors, is essential for enhancing the perception capabilities of humanoid robots, enabling them to operate effectively in dynamic environments [3][35]. - The manufacturing processes for advanced sensors, particularly six-dimensional force sensors and electronic skin, face challenges related to cost and complexity, which need to be addressed for broader adoption [29][41]. Industry Trends and Competitive Landscape - The industry is witnessing a trend towards the miniaturization and smart integration of sensors, with a focus on improving performance metrics such as sensitivity, real-time processing, and environmental adaptability [3][66]. - The competitive landscape is characterized by a concentration of high-end production capabilities among foreign firms, particularly in the electronic skin and IMU markets, indicating a need for domestic players to enhance their technological capabilities [43][52].