Major listed companies in the humanoid robot industry: Xiaomi Group-W (01810.HK); Shuanghuan Transmission (002472.SZ); Incom Co., Ltd. (688160.SH); MOONS Electric (603728.SH); Jiangsu Leili ( 300660.SZ ); Hengshuai Co., Ltd. (300969.SZ); Green Harmonic (688017.SH); Zhongli De (002896.SZ); Huichuan Technology (300124.SZ); Qinchuan Machine Tool (000837.SZ) ; Changsheng Bearing (300718.SZ); Aopu Optoelectronics (002338.SZ); Eston (002747.SZ) etc.
Core data of this article: The development history of the global humanoid robot industry, the competitive landscape of the global humanoid robot industry, and the market size of the global humanoid robot industry
Humanoid robots have the characteristics of intelligence, flexibility and diversification
As the global industrial robot industry gradually matures and AI technology develops rapidly, the humanoid robot industry has entered its infancy. Compared with industrial robots, humanoid robots are more adaptable to various real-life scenarios, allowing robots to shift from special-purpose to general-purpose, increasing scale effects and reducing costs; in addition, humanoid robots are also one of the best physical forms to achieve embodied intelligence. .
Humanoid robots have smarter brains: the behavior of industrial robots is usually pre-coded; humanoid robots show higher initiative with the support of all-round AI perception technology and GPT large language model. Ability to learn, make decisions and reason independently.
Humanoid robots have more flexible bodies: general-purpose industrial robots mainly replace repetitive labor and complete repetitive tasks according to preset settings, so their degrees of freedom are generally 4-6; while humanoid robots behave more like People's degrees of freedom are generally above 20, allowing them to complete more complex and diverse actions.
The application scenarios of humanoid robots are more diversified: Because they are pre-set, the application scenarios of industrial robots are relatively fixed; on the one hand, humanoid robots have the ability to learn, make decisions and reason independently at the brain level, and on the other hand, they have the ability to It has a higher degree of freedom and can complete more diverse actions, so its application scenarios are more diversified.
The development history of global humanoid robots
Between 1986 and 1993, Honda Corporation of Japan continuously developed 7 types of walking robots, named E0 to E6 respectively. These robots only have leg structures and are mainly used to study walking functions. In 1993, the company added arms to the P1 under development, giving it a preliminary humanoid appearance. The P3 completed in the same year became the prototype of ASIMO. In 2000, Honda launched ASIMO; and in 2013, the American company Boston Dynamics launched Atlas, which can walk on gravel
Tesla is the fastest growing company in the global humanoid robot industry. At AI DAY in 2021, they released the concept machine of a humanoid robot for the first time, and quickly iterated in less than two years, completing the construction of the development platform, the launch of the Optimus product, as well as motor torque control, environmental detection and memory , realization of abilities such as complex tasks with both hands
Analysis of representative products of global humanoid robots
Currently, most of the main developers of humanoid robots are technology companies, and there are also many cross-border companies entering the market. The EVE robot successfully developed by 1X technologies in the United States in cooperation with ADT commercial can be used in security, nursing, bartending and other scenarios. It is currently on sale and can produce 10 units per month. It has been put into use in the United States and parts of Europe; the company's NEO robot is mainly It is used in security, logistics, manufacturing, machinery operations and handling complex operations. It will start accepting reservations at the end of 2023. The Ameca robot developed by British Engineered Arts can detect emotions and age when interacting with humans, and can communicate with common expressions. It is mainly used in experimental research, exhibitions, reception, education and other fields
Xiaomi Cyberone is a product that can reconstruct the real world, achieve balance in movement postures, and sense human emotions. UBTECH Walker X is mainly used in technology exhibition halls, film and television variety shows, commercial performance activities and government and enterprise exhibition halls. Zhiyuan Robot Expedition A1 is expected to be first used in the industrial manufacturing field, and then gradually develop into C application fields
Competitive landscape of global humanoid robot industry
Based on the technical strength and mass production costs of global humanoid robot companies, the British Engineered Arts is in a leadership position, while the American Tesla and 1X technologies performed strongly. China's Zhiyuan Robot, Youbixuan, Xiaomi and the United States' Agility Robotics are all competitors
Global humanoid robot industry market size prospects
From a global perspective, humanoid robots have commercial application scenarios expected to be implemented, such as patrolling, logistics and warehousing; humanoid robot products that are leading the commercialization process include EVE and Digit. Specifically, the humanoid robot EVE jointly developed by 1X Technologies and ADT Commercial in the United States has been successfully used in patrol security scenarios; Digit’s application scenarios are mainly in the logistics and warehousing links, and its tasks mainly include unloading trucks, carrying boxes, and managing shelves, etc., and is expected to be fully launched in 2025.
With the multi-dimensional empowerment of policy, capital and technology, the potential of the humanoid robot market is expected to be accelerated. Future business application scenarios are expected to penetrate into the service industry, manufacturing and other fields. Musk has said that his long-term goal in designing Tesla robots is to enable them to provide services to thousands of households, such as cooking, mowing lawns, taking care of the elderly, etc. At present, the potential development directions of humanoid robots are mainly oriented towards manufacturing, aerospace exploration, life service industry, university scientific research, etc. It is expected that by 2025, humanoid robots are expected to achieve breakthroughs in manufacturing scenario applications, and be used in small batches in electronics, automobiles, etc. Manufacturing environment
According to a report released by GGII in May 2023, the penetration rate of global humanoid robots in service robots is expected to reach 3.5% by 2026, with the market size exceeding US$2 billion. By 2030, the global market size is expected to exceed US$20 billion. Dollar. With reference to the numerical calculation that China's service robot market accounts for about 25% of the global market, China's humanoid robot market will reach US$5 billion in 2030.
Source: Qianzhan.com
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