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市場調查報告書
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2116975

人形機器人市場（2026）：多指手的發展趨勢

2026 Humanoid Robot Market: Dexterous Hand Trends
出版日期: | 出版商: TrendForce | 英文 12 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

靈巧手是人形機器人中最昂貴的核心模組之一。隨著機器人出貨量的成長，靈巧手的市場也隨之擴大，專業的手部模組製造商正迎來資金的快速湧入。專業供應商正根據自由度、承重能力和感測功能等需求，開發三大主要技術路線——螺桿連接、肌腱驅動仿生和高感知設計，並提供多種產品線以滿足不同應用情境的需求。在機器人本體製造商中，特斯拉採用了高精度的自主研發模式，但其量產能力和可靠性尚未得到充分檢驗。相較之下，1X 則專注於家庭使用場景和自適應互動，將低速比肌腱驅動與觸覺「皮膚」結合。

主要亮點

  • 市場：隨著需求的成長，資金正湧入昂貴的機器手臂。
  • 技術：每個供應商提供各種設計（連接、肌腱、感測），以適應不同的應用。
  • 製造商：特斯拉透過其內部研發追求高精度（大規模生產的可行性仍有待證明），但 1X 憑藉其觸覺肌腱驅動系統瞄準了國內市場。

目錄

  • 1. 多指手價值的同步提升和資本投入的增加，將是實現人形機器人的關鍵。
  • 2. 專業多指機械手的製造商加快了產品開發進程。模組化整合決定了技術方向。
  • 3. 多指手內部發展的不同方法
  • 4. TRI的觀點
簡介目錄
Product Code: TRi-208

Dexterous hands are one of the most costly core modules in humanoid robots. As robot shipments grow, the market for dexterous hands expands in lockstep, and capital is rapidly flowing into specialized dexterous‑hand module manufacturers. Specialist vendors, based on requirements for degrees of freedom, payload, and sensing, have developed three main technical routes: screw‑linkage, tendon‑driven biomimetic, and high‑perception designs, and they offer multiple product lines tailored to different scenarios. Among whole‑machine manufacturers, Tesla has adopted a high‑precision in‑house R&D route; its mass‑production readiness and reliability validation still remain to be fully proven. 1X, by contrast, focuses on home scenarios and compliant interaction, using low‑gear‑ratio tendon drives combined with tactile “skin.”

Key Highlights

  • Market: Costly robot hands attract surging capital as demand grows.
  • Tech: Vendors offer diverse designs (linkage, tendon, sensing) for varied uses.
  • Makers: Tesla pursues in-house precision (production unproven); 1X targets homes with tactile tendon-drives.

Table of Contents

  • 1. Simultaneous Expansions in Value and Capex of Dexterous Hands Now Act as Key in Realization of Humanoid Robots
  • 2. Specialized Dexterous Hand Manufacturers Expedite Productization; Module Integration to Determine Technical Routes
    • Table 1: Analysis on Key Components and Technology of Dexterous Hands
    • Table 2: Comparison of Common Transmission Solutions (Kinematic Architectures) for Current Generation of Dexterous Hands
  • 3. Diverging In-House Development Trajectories for Dexterous Hands
  • 4. TRI’s View