Core Insights - The robotics industry is witnessing a transformation where "intermediary roles" are redefining the traditional supply chain centered around core components and end applications [1][2] - New participants such as data collectors, simulation system providers, visual solution providers, system integrators, sales agents, and investors are emerging to fill the gaps between core components, manufacturers, and end applications [1] Industry Trends - The emergence of a second growth curve in the robotics sector is driven by companies with existing technological expertise entering the market to capitalize on lucrative opportunities [3] - UDEXREAL, a company that transitioned into robotics, reported that its revenue from robotics-related products surpassed its original business within just six months of entry [3] Product Development - UDEXREAL's new product, a glove equipped with flexible sensors for data collection and measurement, demonstrates minimal modifications from its previous applications in gaming and virtual environments [3] - The company emphasizes a cost-effective approach, offering products at approximately 30% lower prices than competitors due to its unique supply chain and technology [3] Market Dynamics - The demand for affordable hardware in the embodied intelligence sector is crucial for encouraging developers to experiment and provide real market feedback for product iteration [4] - Companies like Xsens are also contributing to the market with their low-latency inertial motion capture technology, indicating a trend towards mixed solutions based on cost, precision, and application scenarios [4] Simulation and Data Solutions - High-precision real data is essential for robot training, but simulation data is increasingly becoming a core method for training robots, especially in the absence of extensive real-world data [8] - Companies like Guanglun Intelligent are focusing on creating high-efficiency, generalized, and physically realistic simulation data to bridge the "Sim to Real" gap [8] Emerging Roles - The role of "health check service providers" is gaining traction, offering detailed assessments of robot performance through advanced motion capture systems [9] - These assessments help development teams make targeted adjustments to enhance robot capabilities [9] Ecosystem Growth - The robotics ecosystem is rapidly expanding, with a notable increase in the number of players in the market, particularly in the core component sector [14] - Companies like Henggong Precision have reported significant revenue contributions from core components, indicating a positive trend in this segment [14] Investment Opportunities - Investors see substantial growth potential in various segments of the robotics supply chain, particularly in software layers like operating and simulation platforms [14] - The emergence of integrators and sales agents is expected to further enrich the ecosystem, as they facilitate connections between manufacturers and end-users [15]