① According to Tesla Optimus disassembly, the rotary actuator in the core components consists of a frameless torque motor+harmonic reducer+clutch+sensor+bearing. 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. According to estimates, the screw industry, which has scarce production capacity, will experience a scale expansion of more than 10 billion dollars.
As the basic component unit of a robot, the rotary actuator plays an important role in the robot, determining the flexibility, accuracy, and maximum load capacity of the robot. CITIC Securities pointed out that with the development of humanoid robots, the use of single rotary actuators has also increased, bringing new growth opportunities to the rotary actuator industry.
According to Tesla Optimus disassembly, integrated joints account for a relatively high proportion of core components, with a total of 40 actuators. Among them, the rotary actuator is a frameless torque motor+harmonic reducer+clutch+sensor+bearing, the linear actuator is a frameless torque motor+inverted planetary roller screw+sensor+bearing, and the ingenious combination becomes a hollow cup motor+precision gearbox+sensor. CITIC Securities pointed out that humanoid robots are in greater demand for single rotary actuators. It is expected that rotary actuators are expected to significantly drive the rotary actuator market space starting in 2024. The annualized compound growth rate of demand for rotary actuators is expected to increase from 7% in 2018-2023 to more than 30% in 2023-2025. In addition, ball screws are important transmission devices for converting rotational motion into linear motion, and are widely used downstream. 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. According to estimates, the screw industry, which has scarce production capacity, will experience a scale expansion of more than 10 billion dollars.
According to the Finance Federation's theme library, among the relevant listed companies:
Lixing Co., Ltd.He said that the company is mainly engaged in the production and sale of precision bearing steel balls and rollers. The company has professional application customers and long-term suppliers in the field of ball screws.
Jiangsu RaleighThe clever hand layout involves a hollow cup motor, gearbox, and push rod components. Micro servo cylinder applications can involve linear joints to meet the needs of robot use. Currently, cooperation between the company and robot manufacturers is being carried out in an orderly manner, and product performance is at the leading level in the industry.