According to Founder Securities, Lightweight is an important industry trend for humanoid robots, and materials such as Magnesium Alloy and PEEK may see an increase in penetration rates.

Founder Securities Research Reports suggest that Lightweight helps humanoid robots optimize and improve in aspects such as endurance, performance, and lifespan, which is an inevitable trend. With support from policies and capital, the humanoid robot industry is accelerating and is expected to achieve a commercial closed loop in the near future. Mainstream robot manufacturers such as Tesla, Ubtech, and Yushu have shown varying degrees of weight reduction and Lightweight trends during their iterations. Tesla launched the Optimus Gen2 in December 2023, which, compared to Gen1, has changes in Sensors and other aspects, with a weight reduction of 10kg and a walking speed increase of 30%. Materials available for robot Lightweight include Aluminum, Magnesium, PEEK, and Carbon Fiber, which may be widely applied in the fields of robot body shells, joint shells, gears, Bearings, and components of Gear Reducers/Electric Machines.