SIASUN(300024)2024-12-09 01:29Summary of Conference Call Notes Industry and Company Involved - The discussion primarily revolves around the humanoid robotics industry and specifically focuses on the 6D force sensor technology used in humanoid robots. Core Points and Arguments 1. The current market is believed to be in a bull market, with technology being a strong theme within this market [1] 2. The 6D force sensor is identified as a critical component in humanoid robots, acting as their "nervous system" [2][3] 3. The value of the 6D force sensor in a humanoid robot is estimated to be between 4,000 to 8,000 yuan per unit, indicating a high added value [3] 4. The 6D force sensor measures forces in three dimensions (X, Y, Z) and also measures torque around these axes, making it more complex than traditional 3D sensors [4] 5. The sensitivity of the 6D force sensor is highlighted as a significant challenge in its design and implementation, requiring advanced algorithms to manage the coupling of forces [11][12] 6. The market for 6D force sensors in China is still small, with only 8,000 units sold in 2022, but it is expected to grow rapidly, with a projected growth rate of 40-50% in 2023 [18] 7. The total market size for humanoid robots incorporating these sensors could reach around 100 billion yuan, given the potential for cost reductions and increased production efficiency [19] 8. Kunlun Technology is noted as the largest player in this niche market, with ATI being a notable competitor globally [20] 9. The complexity of the sensor's design and the need for high consistency in production are emphasized as barriers to entry and scalability in the market [15][16] 10. The application of 6D force sensors is crucial for tasks requiring precision and stability, such as in surgical robots and collaborative robots [21] Other Important but Possibly Overlooked Content 1. The manufacturing process for these sensors is labor-intensive, requiring manual assembly under a microscope, which limits efficiency [19] 2. The development of algorithms to improve the sensor's performance and reduce non-linearity issues is a key area of focus for future advancements [15][16] 3. The collaboration with major tech companies like Huawei for testing and potential integration of 6D sensors into their robotics projects is mentioned as a promising avenue for growth [22] 4. The high technical barriers and the need for significant R&D investment in the 6D force sensor technology are noted as factors that could influence market dynamics [23]