The rise of humanoid robots: Dual opportunities in the market of dexterous hands and hollow cup motors

With the rapid development and popularization of humanoids, the demand for flexible operation is also growing. As an important part of humanoid robots, the market opportunities of dexterous hands are closely linked to the technical development of hollow cups. This article will conduct an in-depth analysis from the aspects of the development of humanoid robots, the technical route of dexterous hands, the application of hollow cup motors and market opportunities.

1. The development of humanoid robots and the mapping of human hand functions

As a master of technology, humanoid robots are gradually integrated into our daily lives. They can perform various tasks, such as housework, work and social activities. In order for these robots to truly integrate into human society, it is essential to imitate human movements and behaviors.

As the most important functional execution organ of humans, human hands have extremely high flexibility and accuracy. By imitating the structure and function of human hands, humanoid robots can use various tools and instruments more conveniently, improving their adaptability and application range. Therefore, dexterous hands have become an indispensable part of humanoid robots.

2. Technical route and market opportunities of dexterous hands

At present, the technical route of dexterous hands is mainly based on motor drive and tendon cable transmission, among which dexterous hands adopt under-actuated solutions to reduce costs. This technical route makes the dexterous hand highly versatile and adaptable, and can meet the needs of different types of humanoid robots.

As the market demand for humanoid robots continues to grow, the market size of dexterous hands will continue to expand. According to the report of Markets and Markets, the market size of humanoid robots will increase from US$1.8 billion in 2023 to US$13.8 billion by 2028. At the same time, according to our speculation, the market size of dexterous hands will also reach about 27.6 billion yuan by 2028.

Figure 1: Tesla's dexterous hand motor drive (Source: Huaan Securities)

3. Application and market opportunities of coreless motors in dexterous hands

As one of the core components of dexterous hands, coreless motors have the characteristics of small size, light weight, and large torque, which can effectively improve the operation accuracy and stability of dexterous hands. At the same time, coreless motors also have high energy density and response speed, which can meet the needs of dexterous hands in different scenarios.

Figure 2: Coreless motors used in robot dexterous hands (Source: Huaan Securities)

Figure 3: Comparison of motors used in typical dexterous hands (Source: Huaan Securities, etc.)

At present, coreless motors are mainly occupied by foreign manufacturers, and domestic manufacturers account for about 15% of the total market share. However, with the continuous technological breakthroughs and cost advantages of domestic manufacturers, it is expected that the share of domestic manufacturers will increase to 40% by 2028. At the same time, with the rapid development and popularization of humanoid robots, the market size of coreless motors used in the field of humanoid robots will continue to expand. According to our forecast, the sales of coreless motors used in the field of humanoid robots will reach 4.12 billion yuan by 2028.