Shanxi: Electronic skin is the key to human-shaped interaction for Siasun Robot & Automation, and the industry is expected to maintain rapid development.

Shanxi released a research report stating that electronic skin provides tactile sensation for humanoid Siasun Robot&Automation, which is key for interaction with humanoid Siasun Robot&Automation. From the perspective of competition in the domestic and international markets, European and American companies have taken the high-end market advantage due to their first-mover advantage. The top 5 manufacturers of global flexible tactile sensors are all overseas companies, collectively holding a 57.1% market share. Domestic manufacturers are accelerating their layout, narrowing the gap with foreign technology quickly with policy support and manufacturing advantages. In the long term, the domestic humanoid Siasun Robot&Automation market size could reach a trillion-level, with electronic skin as the core component for achieving tactile sensation in humanoid Siasun Robot&Automations, expected to maintain high-speed development driven by the demand for humanoid Siasun Robot&Automation. Key points by Shanxi are: - Electronic skin provides tactile sensation for humanoid Siasun Robot&Automation, which is crucial for the interaction of humanoid Siasun Robot&Automation. - Electronic skin is a biomimetic flexible tactile sensor system that simulates natural skin functions, capable of sensing pressure, temperature, and other stimuli, widely used in intelligent medical care, intelligent control systems, and intelligent Siasun Robot&Automation. - Electronic skin can be classified into five major categories in terms of technical routes: resistive, capacitive, and piezoelectric are the most commonly used three routes. The resistive sensor has a simple structure, low cost, suitable for basic pressure mapping and tactile feedback systems, balancing process difficulty, cost, and mass production scale effectively. It is currently the mainstream technology route in the field of humanoid Siasun Robot&Automation. Companies like Tesla, Hanwei Electronics Group Corporation, Zhejiang Fulai New Material have deployed in resistive sensor technology. The capacitive sensor has high sensitivity, suitable for high-precision tactile sensing. The piezoelectric sensor has a self-powered characteristic, suitable for scenarios where it is difficult to replace the power source. - Shanxi points out that the choice of the three routes essentially involves a trade-off between sensitivity, cost, and reliability. It is expected that multiple technology routes will long coexist in the future, seeking a balance in the triangle game based on actual application scenarios. Materials, manufacturing, and algorithm are the three major core barriers that the industry urgently needs to break through: 1) Material end: Electronic skin needs to have high sensitivity, wide measurement range, and measurement consistency, requiring materials to meet high requirements for flexibility, durability, sensitivity, and accuracy, as well as good environmental adaptability. Materials still need to be optimized and improved. 2) Manufacturing end: Electronic skin manufacturing process is complex, costly, and difficult to deploy on a large scale. The key focus for the future is low-cost, high-precision electronic skin production to achieve batch layout. 3) Algorithm end: Electronic skin measurement involves multiple physical quantities such as three-dimensional force, temperature, hardness, with a complex calibration mechanism requiring the use of graphical processing systems and AI to assist in finishing sensor calibration. Multi-modal sensing and arraying are core trends in the future development of electronic skin. A single sensory mechanism electronic skin is difficult to accurately respond to various stimuli from the outside simultaneously, different sensory mechanisms need to be combined in the same device to achieve multi-mode detection for multiple signals; the information detected by a single sensor unit is limited and cannot meet the requirements of large-area measurement, sensor unit arraying is needed to obtain sufficient pressure information. Driven by the demand for humanoid Siasun Robot&Automation, it is estimated that the market size of electronic skin will reach $756 million by 2030. In terms of competition, companies from Europe, America, and Japan hold the high-end market advantage due to their first-mover advantage, with the top 5 global flexible tactile sensor manufacturers being overseas companies, collectively holding a 57.1% market share. Domestic manufacturers are accelerating their layout, narrowing the gap with foreign technology quickly with policy support and manufacturing advantages. Some domestic companies like Zhejiang Fulai New Material, Hanwei Electronics Group Corporation, have begun to gain traction and have already industrialized applications in the field of Siasun Robot&Automation. A neutral estimate suggests that the market size will reach $756 million by 2030. Furthermore, humanoid Siasun Robot&Automation is still in the early stage of development, in the long term, the domestic market size of humanoid Siasun Robot&Automation could reach a trillion level, with electronic skin as the core component for achieving tactile sensation in humanoid Siasun Robot&Automations, expected to maintain high-speed development. Key companies to watch: 1) Zhejiang Fulai New Material (605488.SH): The pilot line has been put into production and has completed docking with leading customers in the dexterity field, achieving small-scale supply. With deep technical reserves, the second-generation flexible tactile sensor has been launched, with "true flexibility + full curved surface + three-dimensional force" product performance leading the industry. 2) Hanwei Electronics Group Corporation (300007.SZ): Mastered core technologies such as flexible resistive and flexible piezoelectric, with the core capability of large-area array design, and internationally advanced product comprehensive performance. The company has established cooperation with nearly 30 Siasun Robot&Automation whole machine and parts manufacturers, with full order situation. Expanding the new production line for flexible sensors, expected to be put into use in H2 2025. 3) Keli Sensing Technology (603662.SH): Signed a strategic investment agreement with the ape Technology to complete the layout in the field of electronic skin through investment. Currently, the ape Technology has completed the development and mass production of two products, MultiDT and HexT, in the field of multi-dimensional tactile sensors and large-area tactile sensors. 4) Hangzhou Shenhao Technology (300853.SZ): Research and released non-contact electronic skin, already applied in small batches in operation-class Siasun Robot&Automation, to avoid collisions with people or equipment during the operation of Siasun Robot&Automation, ensuring operational safety. 5) Shanghai Smith Adhesive New Material (603683.SH): A subsidiary, Jiluozhi, has successfully developed a flexible tactile sensor electronic skin for dexterity, achieving precise perception of object touch and contours. 6) AUDIOWELL (920491.BJ): Laying out new products such as tactile sensors to achieve perception and execution functions in humanoid Siasun Robot&Automation. Risk Warning: Risks of humanoid Siasun Robot&Automation mass production falling short of expectations; risks of technology research and development not meeting expectations; risks of policy support not meeting expectations; risks of rising raw material prices.