On August 8th, the latest video released by AIC Robotic Technology shows that the humanoid robot CL-1 is in a simulated warehouse and completes a series of heavy-load and large-scale handling tasks continuously among multiple filled shelves. Wanlian Securities said that mass production and large-scale application of humanoid robots have come to light, and commercialization is expected.
On August 8th, the latest video released by AIC Robotic Technology shows that the humanoid robot CL-1 is in a simulated warehouse and completes a series of heavy-load and large-scale handling tasks continuously among multiple filled shelves. AIC Robotic Technology said that this is a new breakthrough in China's humanoid robot "universal mobile operation" capability.
Recently, there have been continuous news in the field of humanoid robotics, and industrialization is approaching. On July 31st, Jim Fan, the head of NVIDIA GEAR Lab, tweeted that he had solved the most painful problem in the field of robotics-training data. On August 6th, FigureAI launched the humanoid robot Figure 02. Wanlian Securities said that 2024 is the year of accelerated development of humanoid robots. The continuous investment of technology giants such as Tesla in the field of humanoid robots is expected to drive iterative acceleration and continuous breakthroughs in the industry. Mass production and large-scale application of humanoid robots have come to light, and commercialization is expected. With the trend of aging population and rising labor costs in society, the market demand for humanoid robots is increasing day by day. Humanoid robots are expected to form a new emerging industry and bring huge market space. Omdia predicts that by 2027, global humanoid robot shipments will exceed 0.01 million units, and will reach 0.038 million units by 2030. The compound annual growth rate from 2024 to 2030 will be about 83%.
According to the Financial Data Center, among related listed companies:
In addition to continuous research and development investment, Leadshine Technology's product strategic layout in the field of humanoid robots has marketing in important areas such as the Yangtze River Delta and the Pearl River Delta, with the release of core components such as micro servo drives, hollow rotary encoders, and frameless servo motors.
Beite Technology actively cooperates with customers to carry out research and development of screw products for humanoid robots. The main products include planetary roller screws and trapezoidal screws. At present, the equipment of small-scale production lines has been installed and commissioned.