SIASUN(SZ:300024)2024-12-03 03:29Summary of the Conference Call on Humanoid Robotics Sector Industry Overview - The humanoid robotics sector is entering a new phase characterized by product application validation and market performance improvements [1] - Recent developments indicate a shift from focusing on T-chain to H-chain concepts, suggesting a dynamic market environment [1] Key Insights and Arguments - The demonstration of the Lin Qiaoshou structure highlighted design changes in wrist structures, reflecting innovations in elevator positioning and transmission methods [2] - The performance of remote object manipulation was positively noted, indicating a degree of end-to-end control capability [3] - The upcoming NVIDIA event in Shanghai on December 7-8 is expected to showcase advancements in the ROS system, which is crucial for the robotics ecosystem [3][4] - The GTC conference is anticipated to focus on middleware optimizations for robotic communication, which could enhance the capabilities of robots [5] - Companies like Zhiyuan Robotics are making improvements to ROS systems, addressing traditional industrial robot control challenges [6] Market Developments - Tesla's Optimus robot is projected to achieve mass production targets exceeding 1,000 units, with expectations for rapid application once deployed [7] - Companies are aiming for significant production capacity, with plans to reach 10,000 units in three to five years [8] - The introduction of new products like Figure 2 in BMW factories demonstrates advancements in robotic applications, although the speed and efficiency of these applications are still under scrutiny [9] Domestic Market Trends - Domestic companies have begun achieving batch sales of humanoid robots, with reports of successful shipments [10] - The introduction of new models by Zhiyuan Robotics and Ubition indicates a competitive landscape targeting both B2B and B2C applications [11][10] - Huawei's collaboration with multiple enterprises to establish a smart innovation center reflects a growing trend towards platform-based solutions in the robotics sector [12][13] Technical Innovations - The demand for industrial robot sensors is projected to grow, with a reported need for approximately 669,300 units in 2023, marking a 4.6% increase year-over-year [15] - The potential for humanoid robots to create significant demand in the sensor market is highlighted, with estimates suggesting a vast market opportunity [15] - The trend towards increasing degrees of freedom in robotic joints is evident, with advancements from six to twelve degrees of freedom being reported [19] - The development of 6D sensors is crucial for enhancing robotic capabilities, with domestic manufacturers making strides in reducing costs [22][23] Conclusion - The humanoid robotics sector is poised for growth, driven by technological advancements, market dynamics, and increasing production capabilities. The upcoming events and product launches are expected to further catalyze developments in this field [24]