During Tesla’s second quarter earnings conference call, Musk revealed that the main reason for the limited production capacity of humanoid robots is the lack of ready-made actuators. There is currently no supplier capable of producing the actuators required for humanoid robots

The actuator is the core component of the robot. It is likened to the power battery in new energy vehicles. Its importance is self-evident

As a new category, many of the current structures of humanoid robots are still in the unformed and solidified stage, so the requirements for actuators are more based on the structure and performance of humanoid robots, making choices and trade-offs. Previous general-purpose actuators are difficult to meet today's innovative needs.

This creates a huge market space for actuators. The agency predicts that the global market space for linear actuators will exceed 180 billion yuan in 2035.

The core component of the robot is comparable to the battery of a new energy vehicle

According to our understanding, the actuator is the most critical and commonly used component of the robot. It determines the load and accuracy of the robot, and has a high value ratio and strong reusability. Some people even compare it to "the power battery in new energy vehicles"

The actuator is composed of multiple parts. According to functional principles and value, actuators mainly include control devices, driving devices, transmission devices, sensing devices, as well as bearings, brakes and other components

Taking humanoid robots as an example, the demand for actuators is roughly divided into planetary roller screws, harmonic reducers, planetary ball screws, sliding screws, and bearings

According to a research report from Southwest Securities, Tesla’s humanoid robot has a total of 28 body joint actuators, including 14 rotating joints and 14 linear joints. In addition, there are 12 finger joint actuators

Tesla has not announced the specific plan for its linear actuator. Analysts speculate that there are two possibilities: one is to use 8 planetary roller screws plus 4 sliding screws; the other is It uses 14 ball screws

Then, the agency calculated the two options. Assuming that the first option is chosen, 8 million roller screws and 4 million rolling screws need to be added every year. If you choose the second option, you will need to add 14 million ball screws every year

According to predictions from Soochow Securities, the global market size of humanoid robot linear actuators is expected to exceed 180 billion yuan by 2035

Listed companies accelerate the layout of potential tracks

The development prospects of robot actuators are very broad, and domestic listed companies are also accelerating their deployment in this potential field

INVT (002334.SZ) stated on the interactive platform that with the rapid development of digitalization, intelligence, and industrial automation, the application scenarios of robots are becoming more and more extensive. The industry's demand for servo and control products is gradually growing. The company has been deeply involved in these industries for many years and has accumulated a certain amount of experience. It is understood that INVT has long been focusing on the two major fields of industrial automation and energy and power. In recent years, the company's performance has grown steadily. In the first half of 2023, it achieved revenue of 2.205 billion yuan, a year-on-year increase of 24.06%; the net profit attributable to the parent company was approximately 222 million yuan, a year-on-year increase. 184.43%

Megmeet (002851.SZ) recently stated that its subsidiary has an invention patent for spherical motors. If the relevant business meets the disclosure standards, the company will disclose it to the outside world in a timely manner. It is understood that the patent content of this subsidiary is to provide a spherical motor with high speed, high precision, high dynamics and the ability to realize single joint multi-degree of freedom movement and control

Guosheng Securities stated that the focus of control execution and driving of robot intelligent joints lies in the driver and driver chip, and the future development prospects of domestic leading driver manufacturers are even broader

The development of humanoid robots has gone through more than 50 years. With the continuous iterative upgrading of related technologies, the industry is expected to enter the era of mass production. Caitong Securities believes that humanoid robots are an industry full of growth and imagination. You can focus on some key links with strong certainty and high technical barriers, such as joint assemblies, screws, sensors, etc. Related companies include Top Group (601689.SH), Sanhua Intelligent Control (002050.SZ), and MOONS Electrical appliances (603728.SH), etc. In addition, you can also pay attention to opportunities in hardware generalization environments, such as Wuzhou Xinchun (603667.SH), Shuanghuan Transmission (002472.SZ) and other companies

The above is the detailed content of The demand for robot actuators is surging, and the market size is expected to exceed 180 billion. Musk is helpless. For more information, please follow other related articles on the PHP Chinese website!