SIASUN(SZ:300024)2025-08-11 14:06Summary of Key Points from the Conference Call Industry Overview - The conference focused on the humanoid robot industry, highlighting ongoing technological iterations and the trend towards lightweight materials such as PEEK and magnesium alloys to replace traditional steel, enhancing energy efficiency [1][4]. Core Insights and Arguments - Technological Innovations: The humanoid robot industry is experiencing significant technological advancements, particularly in lightweight design, which is being applied to key components like lead screws and reducers. This trend is expected to expand to motors and structural components in the future [3]. - Motor Developments: Two major innovations in the motor sector include structural optimization to reduce size and enhance integration, and upgrades in magnetic materials and winding techniques to improve power density while maintaining or reducing volume. Axial motors are emerging as a key development direction, although supply chain issues and high costs remain challenges [5]. - Lead Screw Pricing: The price of lead screws has significantly decreased, dropping from the thousand-yuan range to the hundred-yuan range, with micro ball lead screws priced around 500 yuan each. This price reduction is attributed to domestic technological breakthroughs in processing efficiency [6]. - Reducer Advancements: New cycloidal reducers are being applied in high-load areas of humanoid robots, boasting a lifespan two to three times that of traditional harmonic reducers. The use of PEEK materials in reducers can reduce weight by 50%, although they are priced 10%-15% higher than traditional products [7][8]. - Balancing Performance and Cost: Future humanoid robots must balance lifespan, performance, and cost. Current mainstream solutions include link structures, cable structures, and direct drive structures, with various advantages and disadvantages [9]. Market Dynamics - Domestic vs. International Demand: The domestic market predominantly features low-degree-of-freedom dexterous hands, while the international market favors high-degree-of-freedom options. The price of dexterous hands in the domestic market is declining, influenced by the competitive landscape [10]. - Future Focus Areas for Dexterous Hands: Key areas of focus for the future development of dexterous hands include algorithm capabilities, core components, and data collection abilities. The demand for dexterous hands is expected to grow, particularly as orders from leading companies increase [11]. Sensor Technology - Tactile Sensor Market: Tactile sensors are viewed as a promising growth area, with new entrants focusing on pressure-based technology. A83 Technology holds a significant market share in capacitive tactile sensors, while Shanghai Weitai specializes in visual-tactile solutions [12]. - 3D Vision Sensors: 3D vision technology is gaining traction, with domestic manufacturers showing a high acceptance of solutions from companies like Orbbec, which offers excellent depth performance. The pricing for 3D vision sensors can vary significantly based on purchase volume [14]. Special Robot Innovations - Exhibitor Highlights: The conference showcased numerous local manufacturers, including UB, which presented five humanoid robots and demonstrated group intelligence technology. Other companies displayed advancements in industrial applications, indicating progress in both technological breakthroughs and practical implementations [15]. Supply Chain Insights - Zhisheng Technology's Market Position: Zhisheng Technology has a substantial market share in the supply of robotic dogs, catering to sensitive sectors that require special qualifications for suppliers [16][17]. This summary encapsulates the key points discussed during the conference, providing insights into the humanoid robot industry's current trends, technological advancements, market dynamics, and future directions.