Robot Industry - Value Chain Breakdown and Sub-Sector Targets

Humanoid Robot Value Breakdown [Tao Gu Ba]

The actuator system has the highest value share, the sensor system value share is about 17%, humanoid robot industry chain • From the structure of Tesla's humanoid robot value, the actuator system is the link with the highest value share: From the structure of Tesla humanoid robot value, it can be divided into four major parts: actuator system, sensor system, dexterous hand, and other core components. Among them, the actuator system is the link with the highest value share, including linear actuators (28.9%) and rotary actuators (19.9%), with actuators accounting for a total of 48.8%; the sensor system follows with a 16.8% share, of which the six-dimensional force/torque sensor alone accounts for 11.2%; the dexterous hand value share is 14%, with its core component the coreless motor accounting for 6.7%; in other links, software algorithm added value accounts for 9.3%, endoskeleton structure accounts for 7.0%, and power system accounts for 1.4%. From a technical breakdown perspective, the core of linear actuators lies in the lead screw (accounting for 67% of the link's value), paired with a frameless torque motor (5.9%), driver (2.6%), and encoder (1%) to form a complete transmission control unit; rotary actuators rely on harmonic reducers (5.6%) and planetary reducers (3.7%) to achieve power conversion; in the sensor system, the six-dimensional force/torque sensor accounts for 66.7%, which is the key for humanoid robots to achieve high-precision force control; in the dexterous hand, the coreless motor accounts for 47.9%, paired with tactile sensors (3.4%) to achieve fine manipulation.

Sub-company Breakdown