查看購物車
  • English
  • Japanese
  • Korean
封面
市場調查報告書
商品編碼
2100792

中國人形機器人產業發展：供應鏈自給自足及關鍵零件面臨的挑戰

Development of China's Humanoid Robot Industry: Supply Chain Self-Sufficiency and Challenges for Key Components
出版日期: | 出版商: TrendForce | 英文 14 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

在政府政策的推動下，中國的人形機器人產業正朝著標準化和應用場景細分的方向發展，重點圍繞著「具身人工智慧」、「運動控制」和「核心硬體」三大關鍵技術支柱。該產業可望利用現有的新能源汽車供應鏈，實現人形機器人架構運動層和動力層的在地化。然而，人形機器人零件小型化的技術門檻仍然遠高於汽車零件。隨著人形機器人應用程式逐步走向實際應用場景，零件的耐久性和長期可靠性將成為大規模部署的關鍵前提。

主要亮點

  • 在政策主導下，中國的人形機器人產業正朝著標準化和應用場景專業化的方向發展。
  • 該行業圍繞著三大支柱：嵌入式人工智慧、運動控制和核心硬體。
  • 目標是利用現有的新能源車供應鏈，實現動力和運動層面的國產化。
  • 與汽車零件相比，零件小型化的障礙仍然高得多。
  • 隨著實用化的發展，耐用性和長期可靠性正成為業務擴張的關鍵前提。

目錄

  • 1. 中國關於人形機器人和具身人工智慧的政策舉措和產業生態系統
  • 2. 中國人形機器人產業供應鏈發展趨勢及在地化挑戰
  • 3. TRI的觀點
簡介目錄
Product Code: TRi-202

Driven by government policy, China’s humanoid robot industry is moving toward standardization and use-case segmentation, focusing on three major technological pillars: embodied AI, motion control, and core hardware. The industry is expected to leverage the existing new energy vehicle (NEV) supply chain to achieve domestic substitution within the motion and power layers of the humanoid robot architecture. However, the technical barriers to component miniaturization in humanoid robots remain significantly higher than those for automotive-grade components. As humanoid robot applications transition into practical, real-world scenarios, component durability and long-term reliability will become critical prerequisites for large-scale deployment.

Key Highlights

  • Policy-driven, China's humanoid robot industry is moving toward standardization and use-case segmentation.
  • The industry centers on three pillars: embodied AI, motion control, and core hardware.
  • It aims to leverage the existing NEV supply chain for domestic substitution in motion and power layers.
  • Component miniaturization barriers remain far higher than for automotive-grade parts.
  • As applications move toward real-world use, durability and long-term reliability become key prerequisites for scale-up.

Table of Contents

  • 1. Policy Initiatives and the Industry Ecosystem for Humanoid Robots and Embodied AI in China
    • Figure 1: Major Humanoid Robot Competitions
    • Figure 2: Key Challenges for Humanoid Robot Components
  • 2. Supply Chain Trends and Localization Challenges in China’s Humanoid Robot Industry
    • Table 1: Overview of China’s Supply Chain for Humanoid Robot Components
  • 3. TRI’s View