Robotics Industry Chain

Core Components（核心零部件（上游））Sector — Key components deciding robot performance, about 70% of humanoid BOM.

• Actuation System（执行系统）Sector — Joint power and transmission; dozens of actuators per humanoid.

  • Harmonic Reducers（谐波减速器）Component — Compact precision reducers, standard in rotary joints.🔒3

  • RV Reducers（RV减速器）Component — High-rigidity reducers for heavy-load industrial joints.🔒3

  • Planetary Roller Screws（行星滚柱丝杠）Component — Core of linear actuators and the key cost bottleneck for humanoids.🔒4

  • Coreless Motors（空心杯电机）Component — High power-density micro motors driving dexterous-hand fingers.🔒3

  • Frameless Torque Motors（无框力矩电机）Component — Flat motors integrated directly into joint modules.🔒3

  • Servo Drives（伺服驱动器）Component — Power drive and closed-loop control for joint motors.🔒3

  • Robot Bearings（机器人轴承）Component — Crossed-roller and precision bearings for joint accuracy.🔒3

• Sensing System（感知系统）Sector — Sensors for body state and environment perception.

  • Force-Torque Sensors（六维力/力矩传感器）Component — Six-axis force/torque sensing for compliant control and balance.🔒4

  • Tactile Sensors（触觉传感器）Component — E-skin and fingertip touch enabling fine grasping.🔒3

  • Inertial Measurement Units（IMU惯性测量单元）Component — Attitude and balance sensing, essential for bipedal walking.🔒3

  • Encoders（编码器）Component — Joint position feedback, one or two per joint.🔒3

  • Vision Sensors（视觉传感器）Component — Depth and stereo cameras for perception.🔒3

• Dexterous Hands（灵巧手）Component — Multi-DOF end effectors integrating micro motors, tendons and touch.🔒3

• Control & Computing（控制与计算）Sector — Motion control and onboard computing hardware.

  • Robot SoC（机器人计算芯片）Chip — Edge platforms for on-device model inference and sensor fusion.🔒3

  • Motion Controllers（运动控制器）Component — Real-time multi-axis motion planning units.🔒3

• Power System（能源系统）Sector — Batteries and power management.

  • Battery Systems（电池系统）Component — High-density packs determining runtime.🔒3

• Key Materials（关键材料）Sector — Lightweight high-performance materials for weight and cost.

  • PEEK Plastics（PEEK工程塑料）Material — Metal-replacing engineering plastic for structures and gears.🔒3

  • Rare-Earth Magnets（稀土永磁）Material — NdFeB magnets underpinning motor power density.🔒3

  • Lightweight Alloys（轻量化合金）Material — Magnesium and aluminum alloys for frame weight reduction.🔒2

Robots & Intelligence（本体与智能（中游））Sector — Robot platforms and embodied intelligence.

• Humanoid Robots（人形机器人本体）System — Bipedal general-purpose robots, the industry's hottest frontier.🔒5

• Industrial Robots（工业机器人）System — Multi-joint arms, the mainstay of factory automation.🔒5

• Collaborative Robots（协作机器人）System — Lightweight arms working safely alongside people.🔒3

• Quadruped & Special Robots（四足与特种机器人）System — Robot dogs and special-purpose mobile platforms.🔒3

• Embodied AI Models（具身智能模型）Software — End-to-end VLA models — the robot brain.🔒4

• Simulation Platforms（仿真训练平台）Software — Physics simulation and synthetic data for skill training.🔒2

Applications（应用场景（下游））Sector — Deployment across industry, logistics, commerce, home and healthcare.

• Industrial Manufacturing（工业制造）Service — Handling, assembly and inspection in auto and 3C factories; first commercial landing.🔒3

• Warehouse Logistics（仓储物流）Service — Sorting, moving and lights-out warehouses.🔒3

• Commercial Services（商用服务）Service — Delivery, hotel and cleaning service robots.🔒2

• Household Robots（家庭消费）Service — Robot vacuums today, the gateway to home humanoids.🔒3

• Medical Robots（医疗健康）Service — Surgical and rehabilitation robots.🔒3

• Special Operations（特种作业与巡检）Service — Power-grid inspection and hazardous-environment operations.🔒3