Debon Securities: Robot motors will usher in broad development space and become the 'heart' of robot sports

Humanoid robots are evolving rapidly, and motors are their important components. As the related technologies of industrial robots become increasingly mature, people’s understanding of the intelligent nature of robot technology is increasingly deepened. Unlike the relatively fixed working environment of industrial robots, humanoid robots are usually used in human daily life environments. Humanoid robots have human-like perception, decision-making, behavior, and anthropomorphic movement characteristics. Their appearance makes them easier for users to accept and create a sense of familiarity. Therefore, they can live in harmony with humans in their environment and assist humans in completing complex and complex tasks. Diverse jobs. The robot joint driver is a key component of the bipedal humanoid robot. According to the power source, it can be divided into hydraulic, pneumatic, motor drive, memory metal, biological (myocardial cells), etc. Among them, motor drive and hydraulic drive are the two more common forms. Motor drive The advantage of the solution is that in terms of motion control, its design has a more mature solution than hydraulic control. It is relatively easier for the processor encoder to correctly obtain real-time feedback of the motion state. The control accuracy is also greatly guaranteed, and compared with the hydraulic cost Much cheaper.

The "heart" of robot movement plays a decisive role in movement accuracy. An electric motor (commonly known as "motor") refers to an electromagnetic device that converts or transmits electrical energy based on the law of electromagnetic induction. Its main function is to generate driving torque and serve as a power source for electrical appliances or various machinery. The robot joint system includes drivers, controllers and joint motors. The robot joint motor has the functions of deceleration, transmission, and torque enhancement. It is regarded as the execution unit of the robot and is installed on each joint to control joint motion as needed. Robot actions such as walking, running, and bouncing are all driven by the robot joint motor. It is the "heart" of robot movement.

The main part of Optimus has a total of 28 actuators, divided into 14 linear and 14 rotary actuators. The motor used is a frameless torque motor. These 28 actuators are distributed at the shoulders, elbows, wrists, torso, hips, knees and ankles. According to the 2022 Tesla AI day display, the distribution of these 28 actuators is as follows: ① 6 on the shoulder (6 on the rotational type); 2) 2 on the elbow (2 on the linear type); ③ 6 on the wrist (2 rotational types, 4 linear types); 4. 2 trunks (2 rotational types); 5. 6 hips (4 rotational types, 2 linear types); 6. 2 knees ( 2 linear type); ⑦ 4 ankles (4 linear type). Optimus's hands have a total of 12 actuators (both hands), and the motor used is a coreless motor

The industrialization process is accelerating, and motors are expected to usher in broad space. As a representative of universal robots and an excellent carrier of embodied intelligence, humanoid robots are benefiting from the development of general artificial intelligence on the one hand, and on the other hand, they are also becoming the interface between AI and the physical world with "embodied intelligence", and A terminal platform for a generation of general artificial intelligence. The large AI model mainly plays the role of reasoning and decision-making in robot tasks, breaking down the natural language instructions given by humans into steps that the robot can execute. Multi-modal AI large models complement the core reasoning and decision-making capabilities of robots, and are expected to help humanoid robots become universal.

The key to the development of the humanoid robot industry lies in the supply of core components, including three core components such as reducers, servo systems and controllers. The total cost of these parts accounts for more than 70% of the cost of humanoid robots. Currently, among the core components of the Optimus humanoid robot, the value of motors accounts for approximately 25%. If it is assumed that global shipments of humanoid robots will reach 5 million units in the next 10 years, and the unit price of frameless motors is 2,500 yuan, and the unit price of coreless motors is 1,300 yuan, then in the next 10 years, humanoid robots will be frameless motors The market brings an incremental market of 350 billion yuan, bringing an incremental market of 78 billion yuan to the coreless motor market, and the total market space reaches 428 billion yuan

Recommended attention: 1) Kinko Shares : The third generation frameless motor pioneered the frameless potting process, and actively expanded cooperation with various robot manufacturers; 2) MOONS ELECTRICAL : Coreless cup motor technology is at the forefront of the world and has submitted a complete set of technical solutions and prototypes to humanoid robot head customers; 3) Jiangsu Leili: Coreless motors and other products can be used for humanoid robot heads Robots, some products have been recognized by customers during the sample testing stage; 4) Dingzhi Technology: Coordinated development with the parent company, linear actuators are industry-leading products; 5)VEICHI Electric: The Robot Industry Department will be established in 2022 to provide core components such as low-voltage servo, coreless motor, and special frameless torque motor; 6) HaozhiMechanical and Electrical: independently developed for DD motors In the robot joint module, it provides the source of power for robot joints; 7) Topband Shares: Coreless motors have been used in batches in fields such as electric grippers and orthopedic power tools, and they are optimistic about the increment brought by humanoid robots. Opportunities; 8) Hechuan Technology: It has product and technology accumulation in the robot industry, and will develop combined products based on frameless torque motors in the future; 9) Top Group: Established The electric drive division's robot products include rotary and linear actuators, which have been sent samples to customers many times and have received recognition and praise.

Source of article: Debon Securities, Yu Nengfei; Practice Number: S0120522120003

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