After a smooth transition in epidemic prevention and control, economic recovery is a process of wavelike development and tortuous progress. However, China's robotics industry has enormous development resilience and potential, and the long-term positive fundamentals have not changed.
In the situation where the demographic dividend is constantly lacking and the manufacturing industry is shifting from mass production to mass customization, more and more enterprises are beginning to realize the importance of intelligent manufacturing for enterprise development. In the face of the overall upgrading and transformation of the manufacturing industry, it is crucial to achieve flexible production for enterprises through effective transformation and improvement.
As a landmark tool in the digital economy era, robots are rapidly developing from vast space to tens of thousands of meters of deep sea, from factories and workshops to fields, and from national weapons to people's lives.
According to the Ministry of Industry and Information Technology, in 2022, the operating revenue of China's entire robot industry exceeded 170 billion yuan, the production of industrial robots reached 443000 sets, and the production of service robots reached 6.458 million sets. The installed capacity of industrial robots exceeded 50% of the global total, ranking first in the world for nine consecutive years.
While the robot industry has been developing for a long time, miniaturization, integration, and flexibility are also becoming the mainstream trends in the development of the robot industry and manufacturing industry.
The high demand for humanoid robots has given rise to a new wave of "small and refined" intelligent manufacturing
In countless science fiction film and television works, humanoid robots have always been people's ultimate imagination of robots, and compared to industrial robots, humanoid robots are a higher dimensional existence. However, due to the difficulty of implementation, it was not the main form of the robotics industry until the debut of Tesla Optimus in 2022, when humanoid machine talents gradually became the focus of the domestic market.
With the increasing popularity of humanoid robots, the development of various core components required for humanoid robots in China has also ushered in huge industrial opportunities. For example, the linear actuator used in Tesla humanoid robot joints - the servo electric cylinder.
It is understood that servo electric cylinder is an integrated motion unit that integrates servo motor, reducer, screw, sensor, and driver. It has the technical characteristics of high accuracy and large load, and can achieve precise speed, position, and force control. It is the core motion component of robots.
The trend of replacing hydraulic and pneumatic systems with servo electric cylinders has been ongoing, especially in the industrial field. With the increasing expectations of society for humanoid robots, the trend towards miniaturization of servo electric cylinders is becoming more urgent, especially for products with small size, light weight, but high precision and strength requirements.
We have found that a domestic manufacturer of core robot components, has been focusing on the field of micro, small, and high-precision robot servo motion components since its establishment in 2016. The core product developed by the company, the micro servo electric cylinder, has many advantages such as small size, high accuracy, and integrated drive and control, filling the market gap of precision micro linear servo motion components in China, and its performance indicators far exceed those of overseas competitors.
In the early stages of robot development, it is discovered that the upstream core components of robots have pain points such as heavy dependence on imports, high procurement costs, and generally large sizes. They summarized three important development trends for robot core components: miniaturization, integration, and flexibility. For this reason, robot micro servo cylinders have emerged.
Based on this product, it has independently developed a star product - China's first commercial humanoid five finger dexterous hand, achieving mass production and receiving special support from the national key research and development plan "Intelligent Robot".
At present, as the smallest micro precision servo motion component on the market, robot micro servo electric cylinder is widely used in high-end medical, new energy, 3c semiconductors, military and aerospace fields, and can be said to be a true "small body with large energy".
According to Goldman Sachs' prediction, the humanoid robot market may reach $154 billion by 2035. At present, the humanoid robot race track is in a relatively early stage and has not yet formed industrialization. With major technology companies increasing their layout, various links in the domestic industry chain are expected to experience rapid development.