Source: Yiliu Investment Research Notes

Disclaimer: This article uses AI tools to sort out and does not constitute any investment advice. The stock market is risky, and decision-making needs to be independent thinking, build your own logic system and risk control system, and avoid following the crowd.

In this year's Spring Festival Gala, the more eye-catching thing is the robot Yangge, the robot product comes from Unitree Technology, so here is also a report on humanoid robots. is also using AI tools, this time using the recently popular Deepseek, and some chapters and affiliated companies refer to Tencent ingots and Kimi.

Chapter 1 Market Introduction and Market Size Estimation

1.1 Market Introduction

Humanoid robots are robots that have the physical characteristics of a human and are capable of performing complex tasks. In recent years, with the rapid development of artificial intelligence (AI), sensor technology, materials science, and mechanical engineering, humanoid robots have gradually moved from the laboratory to commercial applications. Its application scenarios cover many fields such as home services, medical care, education and entertainment, industrial production, and emergency rescue.

The core technologies of humanoid robots include artificial intelligence (AI), computer vision, natural language processing (NLP), motion control, sensor fusion, etc. With the maturity of technology and the decline of costs, the humanoid robot market is ushering in a period of rapid growth.

1.2 Market size calculation

According to market research institutes, the global humanoid robot market will reach about $15 billion by 2025, with a compound annual growth rate (CAGR) of more than 30%. The major factors driving the growth of the market include:

Technological advancements: Breakthroughs in AI, sensors, and drive technology have made humanoid robots more intelligent and practical.

Growing demand: Increasing demand for nursing robots in an aging society, as well as the popularity of home service robots.

Policy support: The support policies of various governments for the robot industry, especially in the fields of medicine, education and industry.

It is estimated that by 2030, the global humanoid robot market will exceed 50 billion US dollars, becoming an important branch of the robot industry.

Chapter 2 Upstream: Core Components and Technologies

2.1 Main Product Introduction

The upstream industry chain mainly includes the core components and technologies of humanoid robots, covering sensors, chips, drives, materials, etc.

2.1.1 Sensors

Product function: used to perceive the environment, including visual sensors, force sensors, tactile sensors, etc.

Major Companies:

Bosch: The world's leading supplier of high-precision sensors.

STMicroelectronics: Specialized in MEMS sensors, widely used in robotics.

Omron: Provides industrial-grade sensors for robot environment perception.

Goertek (China): provides MEMS sensors, which are widely used in consumer electronics and robotics.

2.1.2 Chips

Product function: used for data processing and artificial intelligence computing, including CPU, GPU, AI special chips, etc.

Major Companies:

Nvidia: Provides high-performance GPUs and AI computing platforms for a wide range of applications in robot vision and deep learning.

Intel: Provides edge computing chips for real-time data processing of robots.

Huawei HiSilicon: Focusing on AI chips, suitable for intelligent robots.

Cambricon, China: Focus on AI chip design and provide high-performance computing solutions.

2.1.3 Drives

Product function: It is used to control the movement of robot joints, including motors, servo drives, etc.

Major Companies:

Panasonic: Provides high-precision servo motors for joint control of humanoid robots.

Yaskawa: The world's leading supplier of industrial robot drives.

Delta Electronics: Provides high-performance servo drive systems.

Inovance (China): provides servo drives and motors, which are widely used in industrial automation and robotics.

There are also Buke shares (688160), HCFA Technology (688320), Jiangsu Leili (300660) and so on.

2.1.4 Reducer

Main products: harmonic reducer, RV reducer, etc. Harmonic reducer has the advantages of small size, light weight and large transmission ratio, and is widely used in the joints of humanoid robots; RV reducer has the characteristics of high precision, high rigidity and strong bearing capacity, and is suitable for joints that bear large loads.

Major companies: Green Harmonic (688017), Double Ring Transmission (002472), Zhongda (002896), etc.

2.1.5 Materials

Product function: used for robot shell and internal structure, including lightweight alloy, carbon fiber, etc.

Major Companies:

Toray: We provide high-strength carbon fiber materials for lightweight robot design.

3M: Offers a wide range of high-performance materials for robot enclosures and internal structures.

Sinoma Science &Technology (China): provides high-performance composite materials suitable for robot structure design.

Chapter 3 Midstream: Robot Ontology Manufacturing

3.1 Main Product Introduction

The midstream industry chain mainly includes the ontology manufacturing of humanoid robots, covering mechanical structure design, control system integration, etc.

3.1.1 Mechanical structure design

Product function: Design the robot skeleton, joints and shell to ensure its movement flexibility and durability.

Major Companies:

Boston Dynamics: The world's leading robotics design company, best known for its Atlas humanoid robots.

UBTECH (China): China's leading manufacturer of humanoid robots, including the Walker series.

SoftBank Robotics: Launched the Pepper humanoid robot, which is widely used in the service field.

3.1.2 Control system integration

Product function: Integrate sensors, chips and drivers to realize intelligent control and motion planning of robots.

Major Companies:

ABB: The world's leading supplier of industrial robot control systems.

FANUC: Provides high-precision robot control systems for humanoid robots.

KUKA: Focus on the development and integration of robot control systems.

Estun (China): Provide robot control systems and servo drives, which are widely used in the field of industrial robots.

Chapter 4 Downstream: Application Scenarios and Services

4.1 Main Product Introduction

The downstream industry chain mainly includes the application scenarios and services of humanoid robots, covering family services, medical care, education and entertainment, etc.

4.1.1 Home Service Robots

Product function: provide household cleaning, companionship, security and other services.

Major Companies:

iRobot: Famous for its Roomba robot vacuum, it has gradually expanded into the field of home services.

Ecovacs (China): China's leading manufacturer of home service robots.

4.1.2 Healthcare robots

Product function: used for patient care, rehabilitation training, etc.

Major Companies:

Intuitive Surgical: Famous for the da Vinci surgical robot, it has gradually expanded into the field of nursing.

MicroPort (China): provides medical robots for surgical and rehabilitation care.

4.1.3 Educational and entertainment robots

Product function: used for children's education, entertainment interaction, etc.

Major Companies:

LEGO: Introducing an educational robotics set to foster children's interest in coding and robotics.

Sony: Launched the Aibo robot dog, focusing on entertainment and interactive functions.

UBTECH (China): Launched educational robots, which are widely used in schools and homes.

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