Therefore, 2025, the first year of the explosion
Posted: Sun Feb 16, 2025 4:45 am
Today, the industry stage of humanoid robots is similar to that of new energy vehicles in 2019. The most fundamental driving force behind the mass production of humanoid robots and their accelerated commercialization is actually the rapid breakthrough in AI technology. With the support of AI, the "brain" of humanoid robots can perform autonomous learning, planning, and decision-making. Although there are still technical difficulties at present, with the rapid progress of AI large models, it is possible to break through technical bottlenecks in the future.
Will be an important supporting logic for the existence of greater investment opportunities in the humanoid robot industry. The industry's prosperity will only become higher and higher, and it cannot be falsified in hong kong telegram data a short period of time.
In terms of specific investment opportunities, more focus will be placed on sub-sectors with high technological barriers and low localization rates.
In the humanoid robot industry chain, the costs of the three core components, reducers, servo systems, and controllers, account for 70%. Further subdivision can be divided into rollerball screws, torque sensors, frameless motors, harmonic reducers, one-dimensionaljoint torque sensors, hollow cup motors, planetary reducers, software and systems.
Will be an important supporting logic for the existence of greater investment opportunities in the humanoid robot industry. The industry's prosperity will only become higher and higher, and it cannot be falsified in hong kong telegram data a short period of time.
In terms of specific investment opportunities, more focus will be placed on sub-sectors with high technological barriers and low localization rates.
In the humanoid robot industry chain, the costs of the three core components, reducers, servo systems, and controllers, account for 70%. Further subdivision can be divided into rollerball screws, torque sensors, frameless motors, harmonic reducers, one-dimensionaljoint torque sensors, hollow cup motors, planetary reducers, software and systems.