Summary of Exoskeleton Robot Industry Conference Call Industry Overview - The exoskeleton robot industry is moving towards maturity with significant market potential, particularly in military and medical rehabilitation applications. However, high costs have limited consumer access [1][2][3]. Key Insights - **Cost Reduction and AI Development**: The decline in costs of motors and reducers, along with advancements in AI technology, is making exoskeleton robots more commercially viable. This trend is expected to enhance their intelligence and reduce costs, bringing them closer to mass-market adoption [2][3][19]. - **Market Size Predictions**: The global exoskeleton market is projected to reach $15 billion by 2030, with current penetration rates being very low. For instance, only 16,000 units are expected to be sold globally in 2024, with China accounting for just 2,000 units [4][16]. - **2025 Demand Surge**: 2025 is anticipated to be a pivotal year for exoskeleton robot demand, driven by their integration of robotic technology and AI, which will cater to various applications such as assistance, enhancement, and rehabilitation training [6][22]. Application Areas - **Military**: Initially used to enhance soldiers' speed and load-carrying capacity [7][24]. - **Medical Rehabilitation**: Aids in walking for patients, requiring high precision in sensor performance [8][24]. - **Industrial and Consumer**: Expanding into industrial applications to improve worker efficiency and reduce labor costs, as well as consumer applications like hiking [8][25]. Technical Aspects - **Active vs. Passive Exoskeletons**: Active exoskeletons are more complex and costly, integrating sensors and motors for real-time assistance, while passive exoskeletons rely on mechanical structures and are less expensive [10][26]. - **Core Modules of Active Exoskeletons**: Comprised of five main modules: mechanical structure, drive, sensing, control, and energy [21][29]. - **Technical Barriers**: High technical barriers exist in areas such as structural design, strap design, power endurance, gait detection, and human-machine collaboration, with gait detection and collaboration being critical [5][22][36]. Market Dynamics - **Business Model Characteristics**: The business model is characterized by scenario differentiation, evolving from military applications to medical, industrial, and consumer markets, supported by advanced technology [20][39]. - **Supply Chain Insights**: Key suppliers include those providing sensors, computers, and reducers, with companies like Huayi Technology and Sequoia Technology being notable players [18][40]. Risks and Challenges - **Development Risks**: Potential risks include slower-than-expected product development and declining profit expectations due to cost control challenges [42]. - **Market Penetration**: Despite the promising outlook, the current market penetration remains low, indicating significant room for growth as technology and costs improve [4][16][39]. Conclusion - The exoskeleton robot industry is on the brink of significant growth, driven by technological advancements and cost reductions. The anticipated demand surge in 2025 presents a critical opportunity for companies involved in this sector, particularly those specializing in sensors, reducers, and binding technologies [2][42].

外骨骼机器人深度汇报 20250506 摘要 • 外骨骼机器人成本降低和 AI 技术进步推动其应用场景从军事、医疗康复扩 展到工业和消费领域，预计 2030 年全球市场规模将达 150 亿美元，但目 前市场渗透率仍然很低，2024 年中国工业外骨骼销量仅 2000 套。 • 有源外骨骼机器人由机械结构、驱动系统、传感器系统、控制系统和能源 系统五大模块构成，通过 AI 算法分析人体运动数据并进行智能辅助，而无 源外骨骼则依赖机械结构提供支撑力，成本较低但功能有限。 • 深度报告预测 2025 年将成为外骨骼机器人需求高企的元年，无源外骨骼 因壁垒较低短期盈利性较高，但长期可能被拉低，有源外骨骼因高壁垒将 成为未来几年内的重要发展方向。 • 外骨骼机器人主要应用于康复医疗、军工、工业和民用四大场景，解决提 升士兵负重能力、提高行走能力、锁定工人姿态、提供徒步助力等痛点问 题。 • 无源外骨骼未来发展方向是轻量化设计和机械结构优化，适用于低端场景； 有源外骨骼则需融合 AI、突破能源瓶颈、实现柔性和轻量化驱动，以提升 用户体验。 Q&A 外骨骼机器人市场为何在当前时点开始爆发？ 外骨骼机器人市场的爆发主要有以下几 ...