Core Insights - Electronic skin is crucial for humanoid robots to achieve tactile perception, enhancing interaction capabilities [1] - The global market for electronic skin is projected to reach $756 million by 2030, driven by the demand for humanoid robots [4] - Domestic manufacturers in China are rapidly closing the technology gap with foreign competitors, supported by policy and manufacturing advantages [4] Industry Overview - The global market for flexible tactile sensors is dominated by foreign companies, which hold 57.1% of the market share [4] - The humanoid robot market in China is expected to reach a scale of trillions in the long term, with electronic skin as a core component [4] Technology Landscape - Electronic skin can be categorized into five main technical routes, with resistive, capacitive, and piezoelectric being the most common [2] - The choice of technology involves a trade-off between sensitivity, cost, and reliability, with multiple routes expected to coexist [2] Challenges and Barriers - Material challenges include the need for high sensitivity, durability, and environmental adaptability [3] - Manufacturing complexities and high costs hinder large-scale deployment of electronic skin [3] - Algorithmic challenges involve the need for advanced calibration mechanisms and multi-modal sensing capabilities [3] Key Companies - Fule New Materials (605488.SH): Completed pilot production and is supplying small batches of advanced flexible tactile sensors [5] - Hanwei Technology (300007.SZ): Holds core technologies in flexible sensors and has established partnerships with nearly 30 robotics manufacturers [5] - Keli Sensor (603662.SH): Engaged in strategic investments in the electronic skin sector, with products in development [6] - Shenhao Technology (300853.SZ): Focused on non-contact electronic skin applications for operational safety in robotics [6] - Jinghua New Materials (603683.SH): Developed flexible tactile sensors for precise perception in robotic applications [6] - Audiwei (920491.BJ): Expanding into tactile sensor products for humanoid robot functionalities [6]

Core Viewpoint - The article highlights the successful completion of a new funding round by the startup "YuanSheng Technology," focusing on the development and mass production of robotic tactile technology products, with significant backing from Keli Sensor [1]. Group 1: Company Overview - YuanSheng Technology, established in January 2025, specializes in robotic tactile technology, including multi-dimensional force and torque sensing, multi-dimensional tactile sensing, and electronic skin [1]. - The core team comprises elite talents from top global academic institutions and renowned tech companies, ensuring a blend of cutting-edge research capabilities and practical engineering experience [1]. Group 2: Funding and Strategic Importance - The recent funding round is part of Keli Sensor's strategic layout in multi-dimensional tactile sensing and electronic skin technology [1]. - This marks the third funding round for YuanSheng Technology within four months since its establishment, indicating strong investor confidence and support [1]. Group 3: Product Development - YuanSheng Technology has successfully developed two products: the ultra-thin, high-density "sense-compute integrated" multi-dimensional tactile sensor (MultiDT) and the large-area tactile sensor (HexT), both of which are now in mass production [2]. - MultiDT is designed specifically for robotic dexterous fingertips, overcoming performance limitations of traditional tactile technologies and providing comprehensive intelligent perception solutions for robots [3]. - HexT features an innovative modular edge technology architecture, offering ultra-high resolution and high-speed dynamic acquisition capabilities, significantly enhancing humanoid robots' tactile perception [5]. Group 4: Future Developments - YuanSheng Technology plans to launch the RealTSense tactile modal modeling and visualization toolchain software, aimed at broadening the application of tactile technology in large model training [5]. - The company is also developing the Quadrinity high-interaction humanoid robot platform to achieve a closed-loop system from tactile perception to semantic modeling and interactive decision-making [5].