Intelligence in Finance and Economics APP learned that Huaan Securities released research reports stating that the dexterous hand of the robot will simplify functions according to specific scenarios, balancing the relationship between cost and freedom; its performance and cost are jointly influenced by its three core components - drive, transmission, and sensor devices. Tesla's current drive solution uses a hollow cup + planetary gearbox + encoder + driver + sensor structure, while its transmission solution uses a metal tendon rope + worm gear structure. In addition to Tesla, among the major participants in the dexterous hand field, Maxon is a leading manufacturer of precision drives with outstanding advantages in customized modules; Harmonic Drive is a leading manufacturer of precision reducers, and has successfully implemented miniature harmonic solutions for dexterous hands.

The dexterous hand has a precise and complex structure, and the single-handed freedom of a real human hand is 21. The dexterous hand of the robot will simplify functions according to specific scenarios, balancing the relationship between cost and freedom. Currently, Tesla's robot has only 11 degrees of freedom with one hand. The performance and cost of the dexterous hand are jointly influenced by its three core components - drive, transmission, and sensor devices.

Dexterous hands have multiple drive routes, with differences mainly in drive and transmission forms. The drive source is an important factor affecting the volume and weight of dexterous hand modules. The drive modes of dexterous hand modules include electric motor drive, pneumatic drive, hydraulic drive, and shape-memory alloy drive. The stability and flexibility indicators of dexterous hands mainly depend on the transmission system, including link transmission, tendon transmission, gear transmission, etc. Tesla currently uses a structure of hollow cup + planetary gearbox + encoder + driver + sensor for the drive solution, and a structure of metal tendon rope + worm gear for the transmission solution.

There are many motor solutions for electrically driven dexterous hands, with different module compositions for different motor solutions. The most commonly used is the hollow cup motor, which is characterized by being lightweight and efficient but relatively low torque so often needs to be used in conjunction with a planetary gear reducer; main suppliers include Maxon and Faulhaber. Frameless torque motors, without backlash, can directly drive loads without the need for belts, gears, etc.; brushless grooved motors, compared to hollow cup motors, have lower module speeds and can save on gearboxes. In addition to motor solutions, the structures of other components of dexterous hand modules vary, including reducers such as harmonic drives, planetary gears, and various sensor forms such as force sensors and tactile sensors.

The main participants in the dexterous hand field include Tesla, Harmonic Drive, Maxon, Shenzhen Zhaowei Machinery & Electronics, Shanghai Moons' Electric, etc. Maxon is a leading manufacturer of precision drives with prominent advantages in customized modules. Harmonic Drive is a leading manufacturer of precision reducers, and has successfully implemented miniature harmonic solutions for dexterous hands. Shanghai Moons' Electric started with stepper motors, and currently the cost advantage of hollow cup motors is prominent. Shenzhen Zhaowei Machinery & Electronics is a benchmark in the miniature transmission field with rich experience in customizing robot products. Recommended core symbols for domestic alternatives in the dexterous hand industry are Shenzhen Zhaowei Machinery & Electronics and Shanghai Moons' Electric.