① Amazon is testing the humanoid robot Digit at the BFI1 operations center in Sumner. Digit is currently employed as a warehousing robot responsible for recycling Amazon's iconic yellow boxes. ② Open Source Securities pointed out that humanoid robots are an emerging industry. After mass production, the scale has increased significantly, and manufacturers are expected to usher in a wave of capital expenditure.
Amazon is testing the humanoid robot Digit at its BFI1 operations center in Sumner. The robot is produced by Agility Robotics. It has two arms, two legs, is about 1.75 meters tall, and weighs 65 kilograms. It is equivalent to the size of a medium man. It can carry up to 16 kg, and can move forward and backward, turn and bend its body. Digit is currently employed as a warehousing robot responsible for recycling Amazon's iconic yellow boxes.
Tesla's humanoid robot software and hardware iterations have exceeded expectations, and technology giants such as Samsung and Google are also speeding up their deployment in the humanoid robot industry. Since this year, humanoid robots independently developed by China have also been showcased intensively: Xiaomi's “Tiedai”, the best-selected large-scale humanoid robot Walker X, the giant humanoid robot “Youyou”, the panda robot “Youyou”, and Yushu Technology's H1 have appeared frequently, either walking, or running, or demonstrating grasping, or talking to people. Open Source Securities pointed out that the joint scheme for humanoid robots has been basically determined. The transmission mechanism uses speed reducers and screws, respectively. They are all precision components and have high requirements for processing technology. Furthermore, humanoid robots are an emerging industry, and the scale has increased greatly after mass production, and manufacturers are expected to usher in a wave of capital expenditure. According to estimates, the maximum market size space for speed reducer manufacturers will reach 16 times, and the screw industry, which has scarce production capacity, will usher in a scale expansion of more than 10 billion dollars.
According to the Finance Federation's theme library, among the relevant listed companies:
Fulin SeikoThe cooperation with Huawei is mainly smart electric drive reducer assemblies and their component products. The company's related products are the main suppliers of the Wenjie series models, and the company has engineering capabilities to produce robot speed reducers.
Haozhi MechatronicsThere are frameless torque motors and six-dimensional torque sensors that can be applied to humanoid robots. The above products are competitive core components, and the product market competitiveness is strong.