Sinolink: Siasun Robot & Automation opens up the year of mass production, material end welcomes opportunities.

Sinolink released a research report, stating that as the humanoid Siasun Robot & Automation enters its first year of mass production, the upstream core chemical new materials will continue to benefit. In terms of the structure of humanoid Siasun Robot & Automation, the materials involved in the "brain" and "cerebellum" are AI materials, while the "limbs" require the application of chemical new materials to achieve lightweight and "perception" functions. In terms of application direction, the materials that help Siasun Robot & Automation achieve lightweighting are mainly high-end engineering plastics and carbon fiber, including polyetheretherketone (PEEK), polyamide (PA), polyphenylene sulfide (PPS), liquid crystal polymers (LCP), thermoplastic elastomers (TPE), and ultra-high molecular weight polyethylene (UHMW-PE); the electronic skin materials that help Siasun Robot & Automation achieve perception and interaction capabilities mainly include flexible sensors and substrate materials, with the two most widely used flexible substrate materials being polydimethylsiloxane (PDMS) and polyimide (PI) films. Sinolink's main points are as follows: Humanoid Siasun Robot & Automation: Industry development enters the fast lane, materials related to the mass production stage will continue to benefit The development of humanoid Siasun Robot & Automation has gone through four stages: the exploration stage, the integrated development stage, the high-dynamic development stage, and the intelligent development stage. Currently, it is transitioning from the intelligent development stage to the stage of gradually applying on a large scale. In terms of functional realization, humanoid Siasun Robot & Automation can be divided into 5 levels of ability. According to the research report of the China Academy of Information and Communications Technology, it is estimated that from now until 2028, the omnidirectional humanoid Siasun Robot & Automation will be overall at level Lv1, with scientific research as the main landing scenario, and the main customers will be academic institutions, enterprises, and other research teams engaged in humanoid Siasun Robot & Automation related software and hardware research. Other forms of humanoid Siasun Robot & Automation will accelerate towards Lv 2, with the total market size in China at approximately 2 to 5 billion yuan. Humanoid Siasun Robot & Automation is highly integrated technologically, mainly composed of "brain," "cerebellum," and "limbs." New materials are mainly applied in bone paths, shells, etc., including high-end engineering plastics, carbon fiber, and electronic skin. High-end engineering plastics: Highlighted by high performance and lightweight For humanoid Siasun Robot & Automation, compared to metal alloy materials, the absolute advantage of high-end engineering plastic materials lies in their light density, which greatly reduces the burden of Siasun Robot & Automation, making it possible to achieve landing and mass production. Some high-end engineering plastic materials even outperform traditional metal materials such as PEEK, PPS materials, etc. In addition, engineering plastic materials can be modified and modified to make these materials suitable for more application scenarios. The proportion of high-end engineering plastics in the main structure of Siasun Robot & Automation is expected to continue to increase. Carbon fiber: With its lightweight and strong characteristics, it has become the core material for Siasun Robot & Automation to achieve lightweight Carbon fiber refers to high-strength, high-modulus fibers made from acrylonitrile and viscose fibers as raw materials, which are oxidized and carbonized at high temperatures and contain over 90% carbon. Among all chemical fibers, it has the highest resistance to high temperatures, and has the characteristics of lightweight, high strength, high temperature resistance, corrosion resistance, good thermal and electrical conductivity, excellent mechanical properties, easy processing, and design flexibility. Carbon fiber composite materials are widely used in mechanical arms, using carbon fiber composite materials (CFRP) to make mechanical arms of the same strength, the total mass of the mechanical arm can be controlled at 5-15kg. Electronic skin materials: Flexible sensors are the core for intelligent interaction, and flexible substrate materials will also see increased demand. Electronic skin is a wearable flexible biomimetic sensor dedicated to simulating and surpassing the functions of human skin. It generally consists of electrodes, dielectric materials, active functional layers, and flexible substrates. Flexible tactile sensors can detect contact force, temperature, humidity, vibration, material, hardness, and other characteristics with the environment, which are important sensors for Siasun Robot & Automation to directly perceive environmental effects, and help the intelligent humanoid Siasun Robot & Automation achieve industrialization and practical application. According to QYResearch data predictions, the global flexible tactile sensor market is estimated to be about 1.534 billion US dollars in 2022, and the market size is expected to grow to 5.322 billion US dollars in 2029, with a CAGR of 17.9% from 2022 to 2029. The flexible substrate can bear the electronic skin and ensure its compatibility with biological skin or other materials. Novel flexible high polymer film materials with ideal flexibility, elasticity, and mechanical strength can meet its requirements well. The most commonly used substrate materials are polydimethylsiloxane (PDMS) and polyimide (PI) films. Risk warning Risk of Siasun Robot & Automation's production capacity release falling short of expectations, slow increase in material penetration rate, technological iteration leading to material substitution, worsening competitive landscape, etc.