Analysis of the core components of the humanoid robot
1. Reducer
At this stage, most humanoid robot manufacturers use the solution of "servo motor + driver + harmonic reducer or planetary reducer + sensor".
01. Harmonic reducer
Harmonic reducers are mainly used in robot joints with small and medium torques and light load positions such as robot arms, wrists and hands of humanoid robots.
The global market of harmonic reducer is mainly dominated by Japanese companies for a long time.
In the domestic market, with the breakthrough and development of domestic technology, the competitiveness of domestic enterprises has been improved, the market share has gradually risen, the trend of domestic substitution is obvious, domestic enterprises have accelerated domestic substitution by virtue of product cost performance and delivery cycle, and the gap between domestic brands and overseas brands in terms of technology has been significantly narrowed.
Precision planetary reducer
Precision planetary reducer is mainly used in the rotary switch of the lower limb of humanoid robots.
At this stage, domestic humanoid robot manufacturers such as Xiaomi, MindMinds Technology, Zhiyuan, Unitree and foreign humanoid robot manufacturer Tesla mainly use planetary reducers.
In the field of precision planetary reducer, due to its high technical content, complex production process, there are high barriers to entry, the main participants in the market are foreign-funded manufacturers, joint venture manufacturers, and the localization rate of high-end precision planetary reducer is very low.
IIFrameless torque motor
Frameless torque motors are mainly used in rotary switches and linear switches, mainly in large joints such as neck joints, shoulder joints, elbow joints, wrist joints, waist joints, knee joints, and ankle joints, and the application type is mainly DC frameless torque motors.
With the expansion of market capacity, servo-related manufacturers can also cut into the robot frameless motor market, and the high-end market is mainly dominated by foreign manufacturers.
3. Coreless motor
The coreless motor is the core component of the dexterous hand, mainly because the finger space of the dexterous hand is narrow, and the coreless motor has the advantages of small size and small weight, which meets the needs of the dexterous hand.
From the perspective of the global coreless motor market, the market concentration is high, with a market CR5 of 67%, and the top five companies include Faulhaber, Portescap, Allied Motion Technologies, maxon Motor and Nidec Copal Corporation.
From the perspective of the domestic market of coreless motors, the first echelon is dominated by foreign-funded manufacturers, mainly Faulhaber in Germany, maxon in Switzerland, Nidec, etc., and the second echelon is mainly based on domestic manufacturers such as Mingzhi Electric, Jiangsu Leili, Dingzhi Technology, etc., the development started late, and there is still a certain gap with overseas manufacturers.
FourthTorque sensors
Robot sensors mainly include vision sensors and force sensors, among which torque sensors account for a large proportion of the cost of humanoid robots, which is the focus of this product.
China's torque sensor industry is still in the early stage, the competition pattern is more scattered, the technical barriers of multi-dimensional torque sensors are high, the market is dominated by foreign capital, ATI, Yuli Instrument, Kunwei Technology, Xin Jingcheng is in the first echelon.
5. Planetary roller screw
Planetary roller screws are mainly used in the linear switches of humanoid robots, and the follow-up humanoid robots plan to use reverse planetary roller screws to change from drive screws to drive nuts.
In the past, the production capacity of planetary roller screws was mainly concentrated in Europe, the United States, etc., and there were few domestic enterprises. At present, domestic enterprises have a small market share, and they still mainly rely on overseas imports.
At present, the planetary roller screw market is dominated by foreign manufacturers, including GSA of Switzerland, Rexroth of Germany, SKF of Sweden, MOOG of the United States, NOOK of the United States and other manufacturersDomestic Dingzhi Technology, Bote Seiko, Hanjiang Machine Tool, Xinjian Transmission, etc., have small-scale R&D and production capacity.
Note: The data is compiled by the staff of Gewuzhisheng according to the investigation of multiple reference data sources, and due to the limitations of working methods and working capabilities, there are estimation components in the data. Therefore, there must be a certain gap between this data and the real market data, and the size and extent of this difference cannot be accurately calculated. Users are requested to be aware of the above limitations of the data when using the data. Everwin shall not be liable for any direct, indirect, special, incidental or consequential losses caused by the use of the data.