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The source of data collection, which is widely used in the industrial field:
The working principle of the sensor is to convert the specific measured signal into a certain "usable signal" and output it according to a certain law through the sensitive element and the conversion element, so as to meet the requirements of information transmission, processing, recording and control, and can be divided into various categories such as pressure, inertia, magnetism and optics. At present, automotive electronics, industrial manufacturing, network communication, etc. are the main downstream applications of sensors, and we judge that robots are expected to become important application scenarios of sensors in the future.
2. Force sensor: a key component for the robot to achieve precision operation, and the humanoid robot is expected to bring a new increment
The force sensor can help the robot realize precision operations such as grinding and welding, broaden the application scenarios of robots, and optimize the fierce competition pattern of domestic manufacturers in traditional links such as handling and palletizing. In addition, force sensors are also widely used in humanoid robots, in order to imitate humans, humanoid robots need to accurately measure the force on joints, so they need to be equipped with six-dimensional force sensors on the wrists and ankles. Compared with one-dimensional and three-dimensional, six-dimensional force sensors have outstanding advantages, which are mainly reflected in: 1) significant improvement in accuracy; 2) Compact structure, adapt to narrow space; 3) Good coordination and synchronization. However, while the performance is outstanding, the production difficulty of the six-dimensional force sensor is also high, and its difficulty is higher than that of the one-dimensional and three-dimensional sensors in terms of structural design, data acquisition, and the complexity of the decoupling algorithm.
At present, the six-dimensional force sensor is in its infancy, and the market size is small, but in the future, with the gradual increase of the six-dimensional force sensor in the robot industry, the market size is expected to grow rapidly. According to our calculations, under the neutral assumption, it is expected that by 2030, the humanoid robot force sensor market is expected to reach 12.5 billion yuan, of which the six-dimensional force sensor market space is expected to reach 8 billion yuan, which will bring a new incremental market to the sensor industry.
3. Inertial navigation + vision sensor: to achieve high-precision positioning and navigation of the robot
An inertial sensor is an electronic sensor used to measure parameters such as acceleration, angular velocity, and tilt angle of an object, including accelerometer, gyroscope, and inertial measurement unit (IMU), of which IMU is the category with the largest market share. According to the research of Xinmou, the domestic IMU market will reach 43 in 2022100 million yuan, which is expected to reach 75 in 2027500 million yuan, with an average annual compound growth rate of 119%。Vision sensor is a type of sensor that uses optical components and imaging devices to obtain image information of the external environment. From the perspective of output dimension, the perception method based on vision sensor can be divided into two types: 2D vision and 3D vision. In fields requiring high precision such as humanoid robots and autonomous driving, 3D vision is currently the main direction. IMUs and vision sensors are complementary and can effectively realize SLAM solutions (simultaneous positioning and mapping) to complete robot positioning and navigation, and are expected to benefit from the humanoid robot industry trend in the future.
This report is a public part, and it needs to be customized to prepare a feasibility study report on project establishment, special bonds, bank loans, application funds, company establishment, equity acquisition, equipment purchase, etc.