灵巧手方案深度交流

Summary of Tesla's Dexterous Hand Technology Conference Call Industry and Company - The conference call focuses on Tesla's dexterous hand technology, which utilizes tendon-driven mechanisms for robotic applications. Core Points and Arguments - Tendon-Driven Mechanism: Tesla's dexterous hand employs a tendon-driven design with motors located in the wrist, offering advantages such as compact size, high motor count, and good impact resistance, suitable for flexible and high-speed applications. However, it faces challenges like tendon fatigue, precision degradation, and wire wear issues. The current design has reached mass production levels [1][5][4]. - Design Specifications: The dexterous hand features an n+1 design with 17 active degrees of freedom, requiring 22-24 tendons, each approximately 30-40 cm long. High molecular polyethylene is the mainstream choice for tendon material due to its creep resistance, cost, and longevity [1][6][7]. - Cost Analysis: The sensor value for a single dexterous hand is at least 5 meters, with a price range of 300-400 yuan per meter, leading to a one-time construction cost of approximately 2000 yuan. Over a 5-year usage cycle, the tendon cost per hand is about 6000 yuan [1][12][15]. - Component Value Distribution: In the dexterous hand, the motor holds the highest value at around 30%, followed by micro lead screws and tendons, each accounting for about 20% [1][18]. - Motor Specifications: Small-sized brushless motors are costly due to manufacturing complexity, with bulk purchase prices around 200-300 yuan each. Their lifespan ranges from 1500 to 2000 hours [1][20][19]. - Material Considerations: High molecular polyethylene is preferred over tungsten wire due to its superior properties. The manufacturing process for high molecular materials has matured, enhancing their competitiveness [7][8][9]. - Production Challenges: Optimizing winding methods and routing paths is crucial to reduce tendon creep, while shortening tendon length has limited effectiveness [10][11]. - Market Dynamics: The micro lead screw market is maturing, with various types available, including ball screws, trapezoidal screws, and planetary ball screws. Tesla's choice of ball screws is based on cost-effectiveness [3][21][23]. - Supplier Landscape: Domestic suppliers for ball screws include Sanhua, Kawasaki, and Dingzhi Technology. Tesla's preference for ball screws over more expensive options is due to their better cost-performance ratio [23]. - Electronic Skin Technology: Tesla has been using electronic skin technology since 2022, employing pressure-sensitive resistors to sense force signals. While current suppliers are primarily foreign, domestic companies are expected to enter Tesla's supply chain due to cost and process advantages [24][25][31]. - Potential Suppliers: In the high molecular materials sector, companies like Bluestar Medical show promise, with established processes and testing capabilities [26]. Other Important Content - Maintenance and Lifecycle: The average lifespan of robots is typically 2-3 years, but advancements may extend this to 5-10 years, with parts needing replacement 2-3 times annually [14]. - Cost Implications: The high cost of high-end fitness equipment is attributed to additional processing steps required after purchasing raw materials, which increases overall costs [17]. - Future Directions: Tesla is likely to continue using high molecular polyethylene due to its advantages over steel wire, despite the latter's structural benefits [35]. - Competitive Landscape: Companies like Roche leverage their experience in prosthetics to enhance their robotics products, showcasing a competitive edge in the market [33]. - Technological Barriers: The quality control of raw materials, especially regarding creep resistance and wear resistance, is a significant barrier in the high molecular materials market [27][28]. This summary encapsulates the key insights from the conference call regarding Tesla's dexterous hand technology, its components, market dynamics, and future directions.