The application scenarios for humanoid robots are continually expanding, prompting upstream sectors of the industry to ramp up research, development, and production of consumer-focused products. New components and materials tailored for the consumer market are emerging at an increasingly rapid pace. An executive from a robotic dexterous hand company disclosed that the cost of dexterous hands currently represents 10% to 15% of the total cost of a humanoid robot. Notably, the unit price has plummeted from an initial 100,000 yuan to below 10,000 yuan. In response to the surge in consumer orders, the company is recalibrating and expanding its production lines. It is anticipated that by 2026, the global market size for humanoid robots will exceed 20 billion yuan. The ascent of consumer-oriented humanoid robots is propelling the swift establishment of a new supply chain ecosystem, encompassing bionic skin, tactile sensors, and flexible materials.
