Sinolink: Siasun Robot & Automation welcomes the first year of mass production, upstream core chemical new materials may continue to benefit

Sinolink released a research report stating that with the mass production of humanoid Siasun Robot&Automation entering its first year, upstream core chemical new materials will continue to benefit from it. From 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 "sensing" functions. In terms of application direction, the materials that help Siasun Robot&Automation achieve lightweighting are primarily high-end engineering plastics and carbon fiber, with high-end engineering plastics including polyetheretherketone (PEEK), polyamide (PA), polyphenylene sulfide (PPS), liquid crystal polymer (LCP), thermoplastic elastomer (TPE), and ultra-high molecular weight polyethylene (UHMW-PE); while the electronic skin materials that help Siasun Robot&Automation achieve sensing and interaction capabilities mainly include flexible sensors and base materials, with the two most widely used flexible base materials being polydimethylsiloxane (PDMS) and polyimide (PI) films. Sinolink's view is as follows: Humanoid Siasun Robot&Automation: The industry development is entering the fast lane, and materials related to the mass production stage will continue to benefit. The development of humanoid Siasun Robot&Automation has gone through four stages: the inception and exploration stage, the integrated development stage, the high-dynamic development stage, and the intelligent development stage, and is currently transitioning from the intelligent development stage to large-scale application. In terms of functional realization, humanoid Siasun Robot&Automation can be divided into 5 levels of capabilities. According to the research report of the China Institute of Communications, it is predicted that from now until 2028, the all-round humanoid Siasun Robot&Automation will be generally at level 1, focusing on scientific research as the main landing scenario, and the customers will mainly be research teams of universities and enterprises engaged in humanoid Siasun Robot&Automation related software and hardware research. Other forms of humanoid Siasun Robot&Automation will accelerate towards level 2, with the overall market size in China estimated to be between 2 and 5 billion yuan. Humanoid Siasun Robot&Automation is highly integrated technologically, mainly composed of the "brain," "cerebellum," and "limbs," with new materials mainly applied in the bones, shells, and other aspects, including high-end engineering plastics, carbon fibers, and electronic skin. High-end engineering plastics: Highlighting the characteristics of high performance and lightweight. For humanoid Siasun Robot&Automation, the absolute advantage of high-end engineering plastic materials compared to metal alloy materials lies in their lightweight density, which greatly reduces the weight on Siasun Robot&Automation and enables its landing and mass production. Some high-end engineering plastic materials even outperform traditional metal materials such as PEEK, PPS, etc. In addition, engineering plastic materials can be modified and modified to make them suitable for more applications. The proportion of high-end engineering plastics used 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 lightweighting. Carbon fiber refers to high-strength and high-modulus fibers made from acrylic fibers and viscous fibers as raw materials, and formed by high-temperature oxidation and carbonization, with a carbon content of over 90%. It ranks first among all chemical fibers in terms of high temperature resistance and has characteristics such as light weight, high strength, high temperature resistance, corrosion resistance, good thermal and electrical conductivity, excellent mechanical performance, easy processing, and design flexibility. Carbon fiber composites are widely used in mechanical arms, and by using carbon fiber composite materials (CFRP) to make mechanical arms of the same strength, the total mass of the mechanical arm can be controlled between 5-15kg. Electronic skin materials: Flexible sensors are the core for intelligent interaction, and flexible base materials will also see increased demand. Electronic skin is a wearable flexible bionic sensor designed to simulate and surpass the functions of human skin, generally composed 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, making them an important sensor for Siasun Robot&Automation to directly sense environmental effects, contributing to the industrialization of intelligent humanoid Siasun Robot&Automation. According to QYResearch data forecasts, the global flexible tactile sensor market is expected to be approximately $15.34 billion in 2022, with the market size expected to grow to $53.22 billion in 2029, with a CAGR of 17.9% from 2022 to 2029. Flexible substrates can support electronic skin and ensure compatibility with biological skin or other materials. The use of new flexible high-molecular polymer film materials with ideal flexibility, elasticity, and mechanical strength can meet the requirements well. Currently, the most commonly used base materials are polydimethylsiloxane (PDMS) and polyimide (PI) films.