According to relevant media reports, the domestic bionic machine of EX Robotics Company in Dalian Golden Pebble Beach has started mass production. EX Robotics was unveiled at the World Robot Conference in Beijing in August 2023, becoming the only bionic humanoid robot company to participate in the conference.
At present, the field of humanoid/bionic robots has ushered in a new round of upsurge, and more than 10 domestic companies have set foot in the field of humanoid robots, such as UBTECH, Xiaomi, etc., and new entrants such as Zhiyuan Robot, Daimeng Robot, Fourier Intelligence and Yushu are competing in this market.
With the arrival of the first year of commercialization of humanoid/bionic robots, the domestic market is expected to grow to 10.4 billion yuan in 2026 and 75 billion yuan in 2029, accounting for 32.7% of the global total.
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An overview of the bionic robotics industry
Biomimetic robotics is an important branch of robotics that studies how to build robots by simulating animal structures, sensing systems, and computational structures.
Bionic robots simulate the shape of biological shapes or certain functions of the robot system in nature, combining a variety of mechanical, electronic, hydraulic and optical components, as well as organic functional bodies, to build a robot system with advanced life form characteristics such as perception and information processing, which can perform complex tasks.
The concept of a bionic robot is broader and is not limited to simulating humans, but also includes the imitation of other living beings.
In the current trend of population aging, the development of humanoid robots will play an important role in making up for the shortage of labor and providing support for elderly care services and home services. So far, the development of bionic robots has gone through three important stages, and is moving towards the fourth stage.
The main application areas of bionic robots:
Source: Public collation
At present, bionic robots can be classified according to different characteristics, mainly divided into functional bionic robots, structural bionic robots and control bionic robots.
Functional bionic machines are designed to make artificial machines have or partially have the functions of advanced animals, such as thinking and decision-making, perception ability, motor skills and operation ability; Structural biomimetic robots can construct mechanical devices that are similar to or imitate a part of a living organism through in-depth study of the body structure of living organisms. In the field of control technology, control bionic robots can be further subdivided into nervous system simulation and evolutionary mechanism simulation.
Bionic Robot System:
Source: Open information
Humanoid robots are a special form of bionic robots, which are designed to be closer to human appearance and behavior patterns in terms of appearance characteristics, and perform better in scenarios that require frequent human-computer interaction.
Humanoid robots often have human-like movement characteristics such as two-handed cooperation and two-legged walking. In contrast, other types of biomimetic robots may only mimic certain biological characteristics, such as quadrupedal walking or specific perceptual functions.
The development of bionic robots is mainly driven by the demand for personal and domestic services, and bionic robots also play an important role in performing special tasks. At present, with the continuous progress of artificial intelligence technology, bionic robots have also been rapidly developed.
Bionic robot industry chain
The core technologies of the bionic robot industry chain mainly include perception and cognitive technology, motion and control technology, human-computer interaction technology and autonomous decision-making technology, etc., and the core components include frameless torque motors, coreless motors, sensors and special chips.
Robotic joint drives are a key component of bipedal humanoid robots. According to the power source, it can be divided into various types such as hydraulic drive, pneumatic drive and motor drive. Tesla's humanoid robot, for example, is motor-driven.
At present, the joint reducer of bionic robots is mainly based on harmonic reducers, and different types of robots will choose different types of reducers according to their specific needs.
Most of the bionic robot joints use harmonic reducer scheme:
Source: Xingxingcha
Bionic robot market competition pattern and leading combing
Globally, companies in countries such as the United States, Europe, Japan, and China are the major players in the field of bionic robotics.
The main players in this track include robot manufacturers, car companies and Internet manufacturers, and their development priorities are different. Robot manufacturers focus on achieving innovative breakthroughs in robotics; Car companies are more inclined to reduce costs and prioritize mass production; When developing bionic robots, major Internet companies may choose full-stack self-research and pay attention to the construction of an ecosystem.
As of April 2024, the field of humanoid robotics is also home to a large number of players. At present, Tesla's strategic focus has shifted from cars to AI, with humanoid robots playing an important role in its strategy. With the launch of Tesla's Optimus humanoid robot, it is expected that the humanoid robot will enter the mass production stage by 2025.
In the future bionic robot market, the main goal will be mass production to promote the wide application of products, and then enter the competition stage of general ecology.
The development path of bionic robots:
Source: Public collation
The main manufacturers in the field of bionic robots in China include EX Robot, Hansen Robot, UBTECH, Canny Youlan, etc. The main manufacturers in the upstream and downstream links of the industrial chain also include Shenyang Institute of Automation, Chinese Academy of Sciences, EFORT, SIASUN Robot, etc.
In addition, multiple links in the industrial chain of bionic / humanoid robots are also expected to usher in broad opportunities, including sensors, motors, lead screws, reducers, machine vision, etc. #机器人##人形机器人##仿生机器人##工业机器人##科技##财经##头条创作挑战赛#
Representative manufacturers of the main links of bionic / humanoid robots:
Source: Huaxi Securities, Xingxingcha
epilogue
At present, the global bionic and humanoid robot industry is still in the early stage of development, and there are still few major competitors in the market, and the application scenarios are relatively limited. In the context of the increased layout of technology giants such as Tesla and NVIDIA, the demand for bionic / humanoid humanoid robots and their commercialization process are expected to be significantly promoted in the next few years.
Pay attention to [Leqing Industry Observation] and gain insight into the industrial pattern!