SIASUN(300024)2025-03-18 01:38Summary of Humanoid Robot Perception System Conference Call Industry Overview - The humanoid robot industry is in its early development stage with significant potential to transform human production and lifestyle. According to GGII, global humanoid robot sales are expected to reach 26,000 units by 2025 and 606,000 units by 2030, corresponding to a market scale of approximately 56.1% [3][19]. Key Components of Humanoid Robot Perception System - The perception system consists of vision, force, touch, and hearing. Vision is responsible for real-time 3D environment modeling, force assists in actions and balance, touch perceives physical quantities, and hearing is used for sound recognition. The perception system accounts for about 15% of the total cost and is crucial for interaction with the external environment [3][4][5]. Vision System - 3D vision technology is central to humanoid robots' interaction with their environment. The Chinese machine vision market is projected to grow from 4.687 billion yuan in 2016 to 39.529 billion yuan by 2028, with the 3D vision market expected to increase from 115 million yuan to 7.998 billion yuan [6][3]. Force Sensors - Force sensors include traditional force sensing and inertial sensing. The global humanoid robot force sensing market is expected to grow from 179 million yuan in 2024 to 32.806 billion yuan by 2030, with six-axis force sensors gaining significant market share [8][3]. Inertial Measurement Unit (IMU) - IMU is essential for maintaining the balance of humanoid robots, measuring posture angles and acceleration. The IMU developed by Maikobo uses bulk silicon technology, making it compact and lightweight, ideal for humanoid robots [12][3]. Electronic Skin - Electronic skin utilizes new materials (e.g., PDMS, PVP, PVDF) and structural innovations to enhance sensitivity and flexibility, simulating human skin for multi-modal information detection. The global electronic skin market is expected to reach 13.2 billion USD by 2025 [15][16]. Market Dynamics and Competitive Landscape - Overseas giants have a first-mover advantage in the 3D vision field, while domestic companies like Orbbec are actively developing their technology. In the six-axis force sensor market, companies such as Rainforest Instruments, Blue Dot Touch, and Kunwei Technology have a combined market share of nearly 70% [9][10][3]. Risks and Challenges - The humanoid robot industry faces several risks: - Technical Development Delays: Slow technological advancements may hinder the maturity of AI resources and limit application expansion [19]. - Market Acceptance: The lack of large-scale application and uncertain downstream acceptance may affect market penetration [19]. - Domestic Sensor Industry Development: If domestic companies cannot meet demand or reduce costs effectively, they may be constrained by foreign technologies [19]. Notable Companies in the Humanoid Robot Sector - Key companies to watch include Orbbec, New Hongji Real Estate (Haozhi Electromechanical), and Hanwei Technology. Orbbec is a significant player in the domestic 3D vision field, while Haozhi Electromechanical has successfully applied six-axis sensors in massage machines [17][11][3].