[Most Complete] Comprehensive comparison of leading companies in China's humanoid robot industry in 2023 (with business layout summary, etc.)

——Original title: [The most complete] Comprehensive comparison of leading companies in China's humanoid robot industry in 2023 (with business layout summary, performance comparison, business planning, etc.)

Main leading companies in the humanoid robot industry: Xiaomi Group-W (01810.HK); Zhiyuan Robot; Youbixuan; Dachi; Fourier; Chuimi Technology, etc.

Core data of this article:Regional competition among Chinese humanoid robot companies; Comparison of business layout of Chinese humanoid robot companies; Comparison of business plans of Chinese humanoid robot companies

Summary of leading companies in the humanoid robot industry

At present, the number of leading companies in the manufacturing of humanoid robots in China is small, but there are many representative companies in the entire humanoid robot industry. Among them, the upstream core parts companies include reducer manufacturers Green Harmonic, Double Ring Transmission, and Zhongli De; frameless torque motor manufacturer Bink Co., Ltd.; planetary roller screw manufacturers Qinchuan Machine Tool, Changsheng Bearing, and Hengda Li Hydraulics, Best, Wuzhou Xinchun; sensor manufacturers Hanwei Technology, Huagong Technology, Sifang Optoelectronics, Nanhua Instruments, Haozhi Electrical, Minxin Co., Ltd., Coreless Motor; coreless motor manufacturers MOONS Electric, Jiangsu Leili , Hengshuai Co., Ltd.; encoder manufacturers Inovance Technology, Aopu Optoelectronics, Eston

Humanoid robot manufacturing companies in the midstream include Xiaomi Group-W (01810.HK), UBTECH, Zhiyuan Robot, Zhumi Technology, Datman, Fourier Intelligence, etc.

The downstream application fields of humanoid robots are extensive and cover many companies. By analyzing the customer situation of midstream companies, Qianzhan believes that medical rehabilitation, logistics, and automobile manufacturing are the main application fields of humanoid robots. Among them, companies in the medical rehabilitation field include Pumen Technology (688389.SH), Chengyitong (300430.SZ), Xiangyu Medical (688626.SH), Weisi Medical (688580.SH), and Mailande (688273.SH) ); companies in the logistics field include SF Express Holdings (002352.SZ), Yunda Express (002120.SZ), STO Express (002468.SZ), ZTO Express-W (02057.HK), YTO Express (600233.SH), Deutsche Express Bang Group (603056.SH); companies in the automobile manufacturing field include Changan Automobile (000625.SZ), Geely Automobile (00175.HK), BYD (002594.SZ), BAIC Motor (01958.HK), Li Auto-W (02015 .HK), Guangzhou Automobile Group (601238.SH), Great Wall Motors (02333.HK), NIO-SW (09866.HK), SAIC Motor (600104.SH), and Great Wall Motors (02333.HK).

Comparison of product layout among leading companies in the humanoid robot industry

Currently, most of the main developers of humanoid robots are technology companies, and there are also many cross-border companies entering the market. Xiaomi Cyberone reconstructs the real world, achieves movement posture balance, and senses human emotions; UBTECH Walker There is huge potential in many application scenarios; the application scenarios of Dataman Cloud Ginger 2.0 mainly include store promotions, live streaming sales, education and scientific research, cleaning, health care and escort, and welcome guides; Zhiyuan Robot Expedition A1 is expected to be first used in the field of industrial manufacturing , and then gradually move towards to C application

Comparison of mass production prospects of leading companies in the humanoid robot industry

On July 20, 2023, at Tesla’s second quarter performance briefing, Tesla CEO Elon Musk said that Tesla has currently produced 10 humanoid robots. The humanoid robot Optimus ("Optimus Prime") is expected to conduct walking tests in November 2023 and practical tests at the Tesla factory in 2024.

However, there are still many challenges in the mass production of Tesla's humanoid robot Optimus. For example, there is no supplier to produce the actuators required by Optimus, and they must be customized, which requires a certain period of time. Generally speaking, in the field of humanoid robots, it is difficult to use relatively low-cost hardware to exert available operation and control capabilities. In addition to some instability in the initial hardware, control solutions for different technical routes on the same set of hardware also require balance and trade-offs.

In addition, the first launch of any new technology or new product is often accompanied by high costs and prices that are difficult for C-end users to reach. This is why innovative technologies are often first deployed in industrial sectors that can afford the high cost of technology. After the technology matures and the cost drops, it finally evolves into consumer products, and humanoid robots are no exception. Therefore, Qianzhan conducts a comparative analysis of the major domestic humanoid robots from the perspective of mass production prospects: UBTECH Walker has achieved controllable costs and stable mass production delivery; Tesla Optimus will be mass-produced by the end of 2024; Darwin GingerXR is expected to be launched in 2025 It can be mass-produced on a large scale; Fourier GR-1 will be mass-produced and delivered within 1-2 years. The general-purpose humanoid robots of Xiaomi Cyberone, Zhuiwan Technology and Yushu Technology do not yet have mass production capabilities, and have not released mass production plans.

Comparison of the technical strength of technology giants in the humanoid robot industry

The entry threshold for humanoid robots is relatively high, and technology giants have strong R&D capabilities and software foundations. Leading technology companies such as Tesla, Tencent, OpenAI, and Xiaomi have begun to deploy humanoid robots. Compared with the four major families of industrial robots, these companies may have less accumulation in mechanical hardware, but they have obvious leading advantages in visual perception, algorithms, virtual simulation and other software, and there are obvious synergies with their original businesses. . Taken together, Tesla has outstanding advantages in the field of humanoid robots. First, they can directly combine autonomous driving perception and algorithms, deep neural network training software and hardware foundations with humanoid robots, and have a top-notch R&D team. Secondly, they have a mature automotive supply chain and a clearer path to cost reduction. Finally, Tesla’s car factory can provide advanced application scenarios

For more detailed research and analysis of this industry, please see the "China Humanoid Robot (Bionic Man) Industry Development Prospects Forecast and Investment Strategic Planning Analysis Report" by the Qianzhan Industry Research Institute.

Qianzhan Industry Research Institute provides a variety of solutions, including industrial big data, industrial research reports, industrial planning, park planning, industrial investment promotion, industrial maps, smart investment promotion systems, industry status certification, IPO consulting/investment feasibility studies, IPO working paper consultation, etc. When quoting the content of this article in public information disclosures such as prospectuses and company annual reports, formal authorization from the Qianzhan Industry Research Institute is required

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