Core Insights - The year 2024 is anticipated to be a pivotal year for humanoid robots, with expectations for more applications in various sectors, particularly in industrial and commercial settings [1][2][4] - The humanoid robot industry is evolving from basic manufacturing to more specialized and complex applications, aiming to establish a complete humanoid robot industry chain [1][6] Group 1: Industry Trends - Humanoid robots are currently utilized in performance, interaction, and exhibition guide roles, but face challenges in large-scale delivery in industrial settings [1][2] - The integration of embodied intelligence with industrial robots is seen as crucial for addressing challenges in flexible manufacturing and efficiency [2][6] - The industry is moving towards more refined and technically intensive applications, with a focus on enhancing the flexibility and capabilities of robots [6][9] Group 2: Market Opportunities - There is a significant opportunity for Chinese robot companies to expand internationally, leveraging their manufacturing and scenario advantages [6][4] - The development of autonomous logistics vehicles is expected to address last-mile delivery challenges, although they face hurdles in accurately processing a large number of SKUs [4][6] - Small humanoid robots are gaining traction in entertainment and education, with potential factory applications within five years [4][6] Group 3: Technological Challenges - The large-scale delivery of humanoid robots is hindered by the need for a complete closed-loop control system that includes perception, decision-making, and execution [6][9] - Current challenges include the need for improved performance parameters and mass production capabilities in emerging fields like tactile sensors [6][9] - The transition from traditional automation to intelligent partners requires significant advancements in software algorithms and integration of ecosystem resources [9][10]

10月21日，全球感知驱动的AI计算领导者一目科技，携其自主研发的全球最薄可商用仿生视触觉传感 器亮相全球机器人顶会IROS 2025。该款传感器尺寸逼近人类指尖，厚度仅为同类产品的一半，为机器 人实现精细化操作提供了关键的技术支撑。 本届IROS大会于10月21日至23日在杭州国际博览中心举行。这是继2006年后，IROS近二十年来首次重 返中国大陆，共吸引全球6000余名顶尖专家、学者与企业代表齐聚杭州，共议机器人技术前沿趋势。 触觉感知的技术突破 一目科技此次展示的仿生视触觉传感器，旨在解决机器人在物理世界交互中的关键瓶颈。该传感器采用 仿人体指腹形态接触面，尺寸和厚度均逼近人类指尖，厚度仅为行业同类产品的一半。 此外，一目科技在光学设计中采用了自主研发的全栈仿真工作流 ，缩小了Sim-to-Real差距。该技术使 传感器能够在虚拟环境中完成大量测试和调优，显著加速产品迭代进程，并有效降低开发成本。 触觉增强的产业未来 李智强博士在近期行业论坛中指出："与文本、视觉类大模型相比，具身智能在物理世界感知方面上仍 存在明显短板——温度、材质、光滑度等关键触觉数据的缺失，正成为制约其突破的重要瓶颈"。 基于这 ...

Core Insights - The 2025 International Conference on Intelligent Robots and Systems (IROS2025) is being held in Hangzhou, attracting thousands of global experts, scholars, and industry representatives to discuss cutting-edge trends in robotics [1] - The event showcases both international giants like ABB and FANUC, as well as local companies such as Yushutech and UBTECH, highlighting the evolving landscape of the global robotics industry [1] Group 1: New Innovations - Nanjing Yimu Intelligent Technology Co., Ltd. unveiled the world's thinnest commercially viable bionic tactile sensor, which is half the thickness of similar products, enabling robots to interact with the physical world more effectively [2] - The laparoscopic robot from Hangzhou Kangji Weijing Medical Robot Co., Ltd. is widely used in various surgical fields, demonstrating the maturity of robotics in the medical sector [2] Group 2: Technological and Ecological Advantages - China leads the world in humanoid robot-related patent applications, with 5,688 filed in the past five years, indicating a robust innovation environment [3] - Over 200 robotics companies in Hangzhou have created a complete ecosystem, supported by a 12,000 square meter pilot base and various application scenarios across industries [3] - The global market for robotics is projected to exceed $20 billion by 2030, with China's market expected to reach around $5 billion, reflecting rapid growth in humanoid robotics [3] Group 3: Policy and Market Synergy - The inclusion of embodied intelligence in the 2025 government work report signifies a strategic focus on advancing core technologies in robotics [4] - The hosting of IROS2025 is seen as a milestone for China's robotics industry, marking a shift from "technology follower" to "ecosystem leader" [4]

Core Insights - The IROS 2025 conference showcased advancements in intelligent robotics, highlighting China's growing strength in "hard technology" on the international stage [1] - The low-cost, high-intelligence humanoid robot sector presents unprecedented opportunities for Chinese companies, driven by strong engineering capabilities and industrial support systems [1] Industry Developments - A new bionic tactile sensor, designed to mimic human fingertips, was unveiled, achieving a thickness that is half of similar products, enhancing robot flexibility [3] - The sensor utilizes a built-in high-definition camera to capture minute deformations of elastic materials, allowing robots to perform precise tasks like sorting and assembly [5] - The domestic market for dexterous hands is projected to exceed 2 billion yuan by 2025, with a year-on-year growth of 67%, while the market for perception sensors is growing at 83%, making it one of the fastest-growing segments in the robotics industry [10] Challenges in the Industry - The industry faces three main challenges: achieving closed-loop collaboration between perception and operation, overcoming cost barriers for large-scale applications, and breaking the "island dilemma" in ecosystem collaboration [12][13] - A lack of unified standards for data interfaces between companies leads to high debugging costs, which can account for over 30% of total project investments [12] - The reliance on imported materials for precision components contributes to high production costs, hindering large-scale adoption of advanced robotic solutions [12] Future Outlook - The integration of deep learning and large model technologies is expected to significantly enhance the perception capabilities of robots, reshaping their operational boundaries [13] - In the next 3-5 years, significant breakthroughs are anticipated in three areas: improved human-robot collaboration, advancements in tactile sensing technology, and the integration of mobility and operation [14]

Core Insights - The International Conference on Intelligent Robots and Systems (IROS 2025) was held in Hangzhou from October 19 to 25, showcasing leading domestic robotics companies such as Yushu Technology, Zhiyuan Robotics, and UBTECH [1] - Nanjing Yimu Intelligent Technology, a global leader in AI computing driven by perception, unveiled its ultra-thin commercial bionic tactile sensor, aimed at addressing key interaction bottlenecks for robots in the physical world [1] - The bionic tactile sensor is designed to mimic the human fingertip, being half the thickness of similar products in the industry, providing critical technical support for robots to perform fine operations [1][2] Company Technology and Performance - The sensor features a contact surface designed to resemble the human fingertip, enhancing compatibility with mainstream dexterous hands and laying the foundation for humanoid-level dexterous operations [1][2] - In terms of engineering reliability, Yimu Technology has optimized the wear-resistant soft elastomer and marker point technology, ensuring the sensor's mechanical performance withstands rigorous real-world applications [2] - The sensor boasts micron-level deformation resolution, a force resolution of 0.005N, and a maximum output frame rate of 120fps, enabling robots to detect minute pressure changes and provide timely, accurate tactile feedback for fine operations [2] Market Position and Vision - Yimu Technology has commercialized its sensory systems across various fields, including instrument intelligence, electrical intelligence, and embodied intelligence, achieving a solid revenue and profit base [3] - The company aims to enhance robots' capabilities to resemble humans more closely, with the newly launched bionic tactile sensor offering superior perception compared to traditional sensors, which only detect single pressure [3] - The high-fidelity tactile information allows robots to accurately identify object characteristics, enabling them to perform various fine operations akin to human capabilities [3]