HumanoidRobotsAsTeslaSignificant value in the future** with huge market potential. TeslaThe chairman of Elon Musk said at the shareholders' meeting that if the human formRobotsAnd the ratio of people is about 2 to 1, then people are interested inRobotsThe demand could be 10 billion or even 20 billion, far exceeding the number of electric vehicles. It is expected that by 2025, the humanoidRobotsIt is likely to enter the mass production stage, and by 2030, its sales may reach 1 million units. This will be humanoidRobotskey components, especiallyReducerBringing tens of billions of market value.
PrecisionReducerAs a humanoidRobotsOne of the core components for:RobotsThe precision of movement and control plays a key role. It is mainly used to match the appropriate speed and transmit the required torque, preciselyReducerIt can provide higher control accuracy. Current humanoidRobotsThe main ones are:HarmonicsReducerand planetsReducerHarmonicsReducerIt is suitable for small and medium torquesRobotsThe joint has the advantages of large single-stage transmission ratio, small size, light weight and high motion accuracy. PlanetsReducerIt is suitable for joints with higher bearing capacity, and has the advantages of strong load capacity and stiffness, compact size, and wide range of transmission ratios.
HarmonicsReducerIn the market, Japanese companies have dominated the market for a long time. However, in recent years, domestic enterprises have gradually strengthened their competitiveness, and their market share has been rising. According to GGII data, 2022 is in:ReducerIn the industry, the market share of domestic manufacturers has reached nearly 42%. InHarmonicsReducerfield, the domestic market share reached 44%. DomesticHarmonicsReducerLeading manufacturers have successfully overcome the main problems in processing technology, and accelerated the process of domestic substitution by virtue of the advantages of cost and delivery cycle.
PlanetsReducerindustry comparisonHarmonicsReducerMore mature. In 2022, Nidec Transmission has a leading share of 20% in the domestic market. Other major manufacturers include Kefeng Intelligence, Newstdart, and EliteTechnologyetc., the market share is relatively stable.
DomesticReducerChainBusinesses have distinct advantages in terms of cost and efficiency. With the human formRobotsThe continuous growth of the market, the domestic precisionReducerManufacturers are expected to make breakthroughs.
In general, humanoidRobotsThe market potential is huge, humanoidRobotsForReducerThe demand for precision and carrying capacity is constantly increasing, domesticChainBusinesses have advantages in terms of cost and efficiency. Therefore, domesticReducerChainBusinesses are expected to be in human formRobotsMore opportunities and market share in the market.