均胜电子20240208

Summary of the Conference Call on Robotics Industry and Junsheng Electronics Industry Overview - The humanoid robotics industry is not new and has seen fluctuations over the years, with a focus on humanoid robots since 2013. The three key factors for the popularization of humanoid robots are stable bipedal walking, low-code/no-code interaction, and multimodal heterogeneous large models forming the robot's brain. These advancements are supported by the development of high-level intelligent driving domain controllers and AI chips. The hardware requirement for humanoid robots is expected to be around 2000 TOPS, with current capabilities only reaching about 20% of the final goal. Industrial applications are expected to be feasible within three years, while public service and home scenarios may take five to ten years to become widespread. China plays a significant role in the global humanoid robotics supply chain, possessing advantages such as a large market demand, strong manufacturing capabilities, and a rich talent pool, but faces challenges like insufficient technological accumulation and reliance on imported high-end chips [3][5][6]. Company Insights - Junsheng Electronics has significant advantages in the research and development of core automotive components and high-end manufacturing, which can be leveraged to expand into the field of embodied intelligent robots. The company is already providing core component samples to well-known humanoid robot companies, indicating its competitiveness in hardware manufacturing. The company aims to combine practical application scenarios with product development to ensure market needs are met and commercial viability is achieved [6][19]. Technical Challenges and Solutions - Humanoid robots face several technical challenges, including motion control, environmental perception, energy management, and cost standardization and stability after mass production. Achieving stable bipedal walking involves lightweight design and optimization of joint degrees of freedom. Junsheng Electronics is focusing on optimizing joint structures and exploring new materials to enhance robot stability and walking capabilities [6][7][19]. Material Science and Innovations - Material science is crucial for the development of robots, with research focusing on smart skin, smart surfaces, and new materials for joints and shells. Recent breakthroughs include a long rolling screw achieving a 20 cm breakthrough, although precision still needs verification. The company is testing new tactile materials based on semiconductor-doped insulating particles [8][19][18]. Competitive Landscape - The future competition in the robotics industry may resemble that of intelligent driving, where large enterprises with cost reduction and supply chain management advantages are more likely to succeed. Component suppliers can apply automotive-grade experience to industrial-grade products. Junsheng Electronics aims to reduce overall costs by approximately 40% through collaboration and supply chain optimization, facilitating large-scale production [9][10]. Collaboration and Supply Chain Management - The company collaborates closely with partners to control costs by optimizing the supply chain and ensuring the availability of necessary components. With the humanoid robot market expected to grow significantly in 2025, attention to production rhythm, yield rates, and consistency is critical [10][19]. Sensor and Power Management Developments - Junsheng Electronics is developing power management and wireless charging solutions for robots, including a new technology that powers robots through their feet, achieving kilowatt-level power. The company is also focusing on six-dimensional force sensors, inertial measurement units (IMUs), and olfactory sensors, with plans to apply these technologies in various applications [19][23][24]. Future Directions - The company plans to provide a range of products, including wireless charging solutions and core hardware for humanoid robots, with a focus on developing a domestically produced brain in collaboration with an AI chip company. The first batch of humanoid robot samples is expected to be launched in the third quarter of 2025 [38][39]. Conclusion - Junsheng Electronics is strategically positioned in the humanoid robotics industry, leveraging its automotive expertise and focusing on material science, technical innovation, and supply chain optimization to address market demands and enhance its competitive edge. The company is committed to developing practical solutions that meet the evolving needs of the robotics market while navigating the challenges of technological advancement and market dynamics [3][5][6][9][10].