Tshaj li tsib xyoos tom ntej no, cov khoom tseem ceeb ntawm humanoid robots yuav raug txo qis tus nqi. Tus nqi ntawm kev sib koom ua ke modules, reducers, servo systems, thiab sensors yuav tsum tau txo los ntawm 40% -70%, feem ntau yog tsav los ntawm loj - scale ntau lawm, tag nrho-stack localization, thiab technology integration.
1. Integrated Joint Modules: Tus Nqi Ua Yeeb Yam Zoo Tshaj Plaws thiab Leap hauv Kev Ua Haujlwm Loj
Tus nqi Trend: Tus nqi tam sim no ntawm ib qho siab - ntim kev sib koom ua ke module tau nqis qis dua $ 300 (kwv yees li RMB 2200), txo qis dua 60% los ntawm yav dhau los $ 800. Nrog rau cov tuam txhab xws li Quanzhibo ua tiav qhov siab - los ntawm kev tsim khoom ntawm ib qho kev sib koom ua ke txhua 90 vib nas this, tus nqi tsev yuav tsum tau txo qis dua li RMB 1000 los ntawm 2027.
Tus nqi txo qis: Los ntawm plaub-hauv-ib qho kev tsim qauv ntawm "lub cev muaj zog + reducer + tsav tsheb + encoder," ua ke nrog cov kab ntau lawm (automation tus nqi siab tshaj 85%) thiab tag nrho - txheej txheem calibration, tus nqi tawm los tshaj 96% yog ua tiav, txo cov nqi tsim khoom thiab debugging.
Kev lag luam cuam tshuam: Cov qauv sib koom ua ke suav txog ze li 50% ntawm tag nrho cov nqi ntawm cov neeg hlau. Lawv cov nqi txo yuav ncaj qha tsav BOM (Tsab Nqi Khoom) ntawm humanoid robots los ntawm tam sim no kaum tawm txhiab yuan mus rau qis dua 100,000 yuan, ua rau kev lag luam nrawm dua.
2. Cov khoom txo qis: Kev hloov pauv hauv tsev tob zuj zus, siab - cov khoom kawg rhuav tshem cov kev lag luam.
Harmonic Reducers: Cov tuam txhab tsim khoom hauv tsev xws li Green Harmonic thiab Laifu Harmonic tau ua tiav qhov tseeb thiab lub neej piv rau Harmonic Drive Systems, nrog cov nqi tsev 40% -50% qis dua cov khoom lag luam. Tus nqi tsim khoom hauv tsev yuav tsum tshaj 60% los ntawm 2025 thiab kwv yees tias yuav nce mus rau ntau dua 70% los ntawm 2027.
RV Reducers: Cov tuam txhab xws li Qinchuan Tshuab Tuam Txhab tau ua tiav hauv siab - cov txheej txheem machining precision, txo lub voj voog xa khoom los ntawm 3 lub hlis mus rau 45 hnub thiab txo tus nqi los ntawm 30%, ua kom lawv nkag mus rau hauv hnyav - lub luag haujlwm robots.
Planetary Roller Screws: Raws li lub hauv paus ntawm kev tsav tsheb, cov chaw tsim khoom hauv tsev Boruspan tau ua tiav me me -batch xa, nrog rau kev thauj khoom-cov kabmob muaj peev xwm ntau dua 3 npaug ntawm cov pob ntsia hlau thiab tus nqi 30%-40% qis dua. Daim ntawv thov loj yuav tsum pib hauv 2026.
3. Servo Systems: Qhov nce ntawm domestic frameless motors ho txo tus nqi tsav.
Frameless Torque Motors: Cov tuam txhab tsim khoom hauv tsev xws li Huichuan Technology thiab Mingzhi Electric tau ua tiav thoob ntiaj teb siab tshaj plaws torque ceev hauv lawv cov khoom, nrog rau chav tsev nqi ntawm 900-1300 yuan, tsuas yog 1/3 ntawm Maxon cov khoom tuaj txawv teb chaws. Lawv twb tau siv nyob rau hauv batch los ntawm OEMs xws li Yushu thiab UBTECH.
Tsav thiab tswj kev sib koom ua ke: Cov neeg tsim khoom zoo li Yiyou Technology integrate tsav tsheb thiab encoders rau hauv kev sib koom ua ke, txo cov nqi hluav taws xob thiab cov nqi sib txuas thiab ntxiv txhim kho tag nrho cov qauv nqi.
Txoj Kev Outlook: Nrog rau qhov nce hauv cheeb tsam thiab txo cov khoom siv rov ua dua los ntawm kev ua kom zoo dua qub, tag nrho cov nqi ntawm servo systems yuav tsum txo qis dua 50% hauv tsib xyoos tom ntej.
