SIASUN(SZ:300024)2025-09-10 14:35Summary of Conference Call on Humanoid Robot Sensors Industry Overview - The humanoid robot market is optimistic, with sensors representing a high-value and high-barrier segment, accounting for over 20% of the total value. The global market size is expected to reach 85 billion yuan by 2035, with a compound annual growth rate (CAGR) of approximately 47% from 2025 to 2035, driven by intelligent upgrades of sensors [1][3]. Key Points and Arguments - Main Sensor Configurations: The primary sensor configurations in humanoid robots include force sensors, tactile sensors, IMUs (Inertial Measurement Units), and visual sensors. For instance, Tesla's humanoid robot requires 28 one-dimensional force sensors and 4 six-dimensional force sensors, with a total sensor value of approximately 90,000 yuan per unit [5]. - Force Sensors: Force sensors are categorized from one-dimensional to six-dimensional. Humanoid robots are expected to become the largest downstream application for six-dimensional force sensors. Cost control is crucial, with Tesla's target price for the complete robot set at 20,000 to 30,000 USD, implying a price cap of about 2,000 to 3,000 USD for the six-dimensional force sensors [6]. - Market Potential for Tactile Sensors: The tactile sensor market is projected to undergo a technological upgrade from rigid to flexible sensors, with a market size expected to reach 13.4 billion yuan by 2035 and a CAGR of about 60% from 2025 to 2035 [4][11]. - IMU Market Growth: The IMU market for humanoid robots is anticipated to reach 7.5 billion yuan by 2035, with a CAGR of approximately 65% from 2025 to 2035. IMUs are critical for posture control and have broad downstream applications [4][13]. - Visual Sensors: The visual sensor market, particularly 3D vision, is expected to grow significantly as humanoid robots become more widely adopted. The 3D vision market is projected to reach 13.4 billion yuan by 2035, with a CAGR of about 65% from 2025 to 2035 [14]. Additional Important Insights - Technical Barriers: The main technical barriers for six-dimensional force sensors include algorithms, calibration, and manual assembly. These barriers require significant investment and long-term experience to overcome [9]. - Cost Reduction Strategies: One potential path for reducing the cost of six-dimensional force sensors is the use of silicon strain gauge sensors, which can facilitate mass production and lower costs. Domestic company Anpeilong is currently developing this technology [10]. - Key Players in Sensor Market: Recommended companies with advantages in various sensor fields include Anpeilong and Keli for six-dimensional force sensors, Hanwei Technology and Fulaixin Material for tactile sensors, Xindong Lianke for IMUs, and Aopu Zhongguang and Aopute for visual sensors. These companies are positioned to benefit from industry growth and the acceleration of domestic replacements [15].