Abstract:Humanoid robots are "expected to become a disruptive product after computers, smart phones, and new energy vehicles", and it is expected that the industrialization process of humanoid robots will accelerate with the entry of domestic and foreign giants into the game.
1.Overview of the humanoid robotics industry
Humanoid robots refer to intelligent robots with human appearance characteristics and mobility capabilities, which can walk on two legs, complete some functions through the coordination of arms and bodies, and interact with humans through voice. From the perspective of application, humanoid robots are more similar to service robots, but humanoid robots are more versatile and can be used in a variety of scenarios.
Humanoid robots are also the best carriers of AI embodied intelligence. Embodied AI refers to artificial intelligence with a body, which is the carrier for AI to enter the physical world and interact. Current multimodal AI models can process text, images, audio, etc., but cannot enter the real physical world, and humanoid machines are the best carrier for AI to enter the physical world.
New forces are accelerating their entry into the layout of humanoid robots. Before the release of Tesla's products, there were also a variety of full-size humanoid robots, but they were mainly used in science and education, research, entertainment, and other fields, and the functions that could be realized were relatively few and the price was high. At present, new robot companies such as Tesla, Xiaomi Group, Xiaopeng Motors, Kepler, Dreame, Mindminds, and Fourier will also play a positive role in promoting robot models, manufacturing, and cost reduction.
3.Humanoid robot industry chain
The upstream is the core components and software systems: the core components include reducers (reducers account for the largest proportion), servo motors, controllers, sensors, and compared with traditional robots, semiconductor chips that reflect the level of computing power and panel glass for human-computer interaction are also added. The software part includes machine vision, human-computer interaction, machine Xi, system control, etc. The upgrading of robot perception, decision-making, control, and interaction capabilities has increased the proportion of software systems and supporting technical support in the industrial chain.
Midstream is the ontology manufacturing: domestic manufacturers include UBTECH, Beijing Iron and Steel Technology, etc.;Foreign countries include Boston Dynamics, Agile Robotics in the United States, Toyota, Honda, Tesla, etc.
Terminal application fields: At present, there is no mature commercial application, and the possible application scenarios include welcome reception, exhibition hall guidance, university scientific research, medical assistance, entertainment and leisure, security inspection, etc.
4.The market for humanoid machines may exceed 100 billion
The humanoid robot market space is expected to exceed 350 billion yuan by 2030. The rapid development of artificial intelligence solves the two core difficulties of robots are not intelligent and have no scenes, and the layout of the domestic industrial chain is conducive to rapid cost reduction, so as to lay the foundation for the popularization of humanoid robots, and the average selling price of humanoid robots will increase from 45 in 203090,000 to 1620,000, a decrease of 65%;The sales volume reached 2.16 million units, with a total market size of 350.6 billion yuan.
5.Humanoid robot investment logic and ** combing
Humanoid robots are "expected to become a disruptive product after computers, smartphones, and new energy vehicles". Raising the level of attention: a new highland of scientific and technological competition. Core components play a vital role in humanoid robots and are critical components necessary for robots to run and perform tasks.
Recently, the humanoid robot sector has been catalyzed, and core component manufacturers are expected to be the first to benefit. In terms of the domestic robot industry, on November 17, Shenzhen Kaihong and Leju Robot announced the launch of the first KaihongOS humanoid robot based on open source Hongmeng, from the official introduction and release of the content, it has 17 degrees of freedom, equipped with dual cameras and STM32, RK3568 dual computing system, suitable for smart medical, smart home, smart factory and other scenarios;On November 29, Unitree Technology released the universal humanoid robot H1 20 Upgrade**, showing the humanoid robot over obstacles, walking with weights, etc. (priced less than $90,000, weighing 47 kg, maximum torque 360N.)m), which is a significant improvement over the first version released in August. In terms of foreign robot industry, Tesla Optimus walking test results are about to be released, which is a key link before small-batch mass production, indicating that the mass production standard of Tesla humanoid robots is approaching, and related component manufacturers are expected to take the lead in benefiting.
Related**: Tesla**Chain: Sanhua Intelligent Control, Tuopu Group, Mingzhi Electric;
Lead screw parts: Best, Qinchuan machine tool, Hengli hydraulics;
Reducer parts: green harmonics, double-ring transmission, Fengli intelligence.
Frameless torque motor: Buke shares.
Reference Material**:
1.2023-6-21Zhongtai**—AI empowers humanoid robots and opens a new track in the blue ocean.
2.2023-12-3Pacific** - The humanoid robot sector continues to catalyze, giving priority to the core components.
3.2023-12-3Huachuang**—Singularity moment, the future has come.
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