Investment Rating - The report suggests a positive outlook for the electronic skin market, indicating significant growth potential in the humanoid robot sector [7][82]. Core Insights - Electronic skin is crucial for enhancing the sensory capabilities of robots, enabling them to perceive temperature, normal force, and shear force, with precision and durability being key parameters [9][76]. - The market for electronic skin is rapidly expanding, with opportunities for application in various humanoid robot scenarios, indicating a broad market space [7][82]. - The report emphasizes the importance of materials, manufacturing processes, and algorithms in the development of electronic skin technology [9][76]. Summary by Sections 1. Electronic Skin - Electronic skin serves as a flexible tactile sensor, essential for robots to interact with their environment [15][76]. - It is categorized by sensing capabilities such as temperature, normal force, and shear force, with future trends pointing towards multi-modal sensing and self-healing properties [9][42]. 2. Key Elements - Materials: Composed of dielectric materials, active materials, and flexible substrates, aiming to mimic human skin characteristics [49][76]. - Manufacturing: The industry faces challenges in electromagnetic interference shielding and achieving low-cost, high-efficiency production [66][76]. - Algorithms: The transition from centralized to distributed algorithms is necessary to handle the complex data from multiple sensors [72][75]. 3. Market and Competitive Landscape - The electronic skin market is experiencing rapid growth, with a projected CAGR of 19.4% for flexible sensors from 2022 to 2029 [82]. - The competitive landscape includes both established companies and startups, with domestic firms actively participating in sample submissions [7][82]. 4. Investment Recommendations - Companies to watch include: - Hanwei Technology: Strong in materials and manufacturing, already supplying small batches [9][76]. - Fule New Materials: A leader in coating and printing materials entering the flexible sensor market [9][76]. - Keli Sensor: A leader in mechanical sensing, strategically positioning itself in robot sensing [9][76]. - Shenhao Technology: Focused on intelligent tactile solutions for robots, exploring diverse applications [9][76]. 5. Market Size and Growth - The global humanoid robot market is expected to reach 1.53 billion to $5.32 billion by 2029, driven by strong demand in robotics and healthcare [82].
中泰汽车行业深度：人形机器人感知能力的关键，电子皮肤升级竞赛主战场之一
中泰证券·2025-04-24 10:38