Bank of America's latest report: ROBOSENSE (02498) selected as core supplier in Siasun Robot & Automation's humanoid supply chain.

date
12/03/2025
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GMT Eight
Recently, the globally renowned financial institution Bank of America Securities released a report on the robotics industry in the Greater China region titled "Who Makes the Humanoid Robot? (Who Makes the Humanoid Siasun Robot&Automation?)" (hereinafter referred to as the "Report"). RoboSense ROBOSENSE (02498) has been selected as a core supplier of visual systems for humanoid Siasun Robot&Automation in the "Report" due to its progress and technological accumulation in the field of Siasun Robot&Automation visual systems. RoboSense ROBOSENSE has industry-leading product strength and experience in mass production applications in the field of Siasun Robot&Automation visual systems, and will serve as a key component provider for the visual systems of humanoid Siasun Robot&Automation, opening up new growth opportunities in the Siasun Robot&Automation track. The "Report" points out that in the current global supply chain of humanoid Siasun Robot&Automation, the high-performance laser radar products of RoboSense ROBOSENSE are used in the environment perception and navigation systems of Siasun Robot&Automation, helping Siasun Robot&Automation to accurately construct 3D point cloud maps and achieve precise obstacle avoidance and path planning. Bank of America believes that laser radar excels in long-distance measurement, adaptability to complex environments, and resistance to strong light interference, making it the preferred choice for outdoor visual solutions for humanoid Siasun Robot&Automation. Visual systems are the key "senses" for humanoid Siasun Robot&Automation to complete autonomous interaction and complex tasks, and laser radar has become the core of differentiation in competition among top manufacturers due to its high precision and reliability. At the same time, based on its vision of becoming a "global leading Siasun Robot&Automation technology platform company," RoboSense ROBOSENSE has increased its investment in research and development, with the launch of related technological achievements, including the second generation dexterous hand Papert 2.0, the new generation of digital laser radar tailored for intelligent Siasun Robot&Automation E1R, Airy, and Siasun Robot&Automation visual new product category Active Camera solutions. Among them, the second generation dexterous hand Papert 2.0 has 20 degrees of freedom, a maximum payload of five kilograms, and a total of 14 force sensors on fingertips, fingertips, and palms, which can be combined with the perception system to form a "hand-eye coordination" solution. Bank of America's analysis also points out that dexterous hands, actuator modules, sensor systems, and control systems will constitute key components of the humanoid Siasun Robot&Automation industry. Bank of America also conducted a detailed analysis of the component cost structure of humanoid Siasun Robot&Automation. It is estimated that by 2030, actuators will account for more than 50% of the total material cost, followed by dexterous hands at 19%, and visual and other sensor systems at 4%. Bank of America predicts that humanoid Siasun Robot&Automation is about to move beyond the concept verification stage and may soon enter a period of explosive growth in multiple industries. It is estimated that by 2030, global annual sales of humanoid Siasun Robot&Automation will reach 1 million units, and by 2060, the total installed base of humanoid Siasun Robot&Automation will reach 3 billion units, equivalent to an average of 0.3 units of Siasun Robot&Automation per capita at that time. Bank of America optimistically estimates, "Similar to the Chinese electric vehicle market, we believe that once more components become commercialized and enter mass production, the penetration rate of humanoid Siasun Robot&Automation will rapidly increase."

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