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Huawei joins the humanoid robot industry, and Huatai Securities believes that the industry has huge development potential

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Release: 2023-09-28 10:49:09
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Huawei joins the humanoid robot industry, and Huatai Securities believes that the industry has huge development potential

Humanoid robot is a robot that imitates human appearance and behavior. Humanoid robots are used in a wide range of applications, including industrial production, health care, education, entertainment, etc. The manufacturing of humanoid robots involves technologies in multiple fields, including mechanical engineering, electronic engineering, computer science, artificial intelligence, etc. In order to achieve a high degree of simulation and intelligence of humanoid robots, advanced materials, sensors, actuators, control systems, etc. are required.

On September 26, since Tesla released the humanoid robot Optimus, technology giants such as Xiaomi, Samsung, and Zhiyuan have also joined the humanoid robot industry. The humanoid robot industry has broad room for development. For the development of humanoid robots, in addition to the need to reduce the cost of higher-cost components, software-side data collection and model training also increase costs. In the current context of the increasing number of humanoid robot manufacturers, there is an urgent need for cloud computing , companies with large model solutions have entered the game.

Huawei is my country's leading artificial intelligence company, with deep accumulation in cloud platform, Pangu large model, source operating system openEuler, Bisheng compiler and other fields. The development of humanoid robots requires a lot of computing power and model training. Huawei's layout in the field of humanoid robots will focus on cloud platforms and computing power platforms, and can be entered by establishing an industrial ecosystem.

Industrial chain analysis: core components are upstream, and application areas are downstream

The humanoid robot industry chain mainly includes upstream core components, such as frameless torque motors, coreless motors, sensors, special chips, etc.; the midstream is the manufacturing of robot bodies, including design, manufacturing, and testing; the downstream is humanoid Robot application fields include industrial manufacturing, warehousing and logistics, medical services, commercial services, home use, etc.

Huawei joins the humanoid robot industry, and Huatai Securities believes that the industry has huge development potential

The upstream core component manufacturers of the humanoid robot industry chain include frameless torque motor manufacturer Buko Co., Ltd., hollow cup motor manufacturer MOONS Electric, reducer manufacturers Green Harmonic, Zhongli De, and Double Ring Transmission, and control system manufacturer Hui Sichuan Technology, encoder and sensor manufacturer Haozhi Electromechanical, planetary roller screw manufacturer Changsheng Bearing, Qinchuan Machine Tool, etc.; the number of mid-stream humanoid robot body manufacturers is relatively small, mainly including Tesla, Xiaomi, UBTECH, and Smart Yuan Robot, etc.; the downstream application fields are wide and there are many manufacturers in different industries.

Huawei joins the humanoid robot industry, and Huatai Securities believes that the industry has huge development potential

Demand situation: The humanoid robot market has broad space

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 the Tesla robot is to have it serve thousands of households, such as cooking, mowing lawns, taking care of the elderly, etc. At present, the development directions of humanoid robots with great potential 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 the application of manufacturing scenarios, and in the production and manufacturing of electronics, automobiles, etc. Small batch applications in the environment

According to a report released by GGII in May 2023, it is expected that the penetration rate of humanoid robots in global service robots will reach 3.5% by 2026, and the market size will exceed US$2 billion. By 2030, the global market size is expected to exceed US$20 billion. According to calculations based on the data that China's service robot market accounts for about 25% of the global market, by 2030, the size of China's humanoid robot market will reach 5 billion US dollars

Huawei joins the humanoid robot industry, and Huatai Securities believes that the industry has huge development potential

Fu Chunjiang, vice president of UBTECH and head of the humanoid robot business unit, said that the current labor costs related to first-tier cities and surrounding areas are 100,000 yuan per year. If robots are used to enter the workshop, the overall cost that the OEM can accept The rate of return is generally around 3-5 years. In the future, as labor costs rise, as well as the mass production of humanoid robots scales and costs continue to drop, the influx of robots into workshops will further accelerate in the future.

The research report of Zheshang Securities pointed out that it is optimistic about the general trend of humanoid robot industrialization, focusing on the leading enterprises in the manufacturing of core components of humanoid robots

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source:sohu.com
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