Northeast Securities: Touch sensor technology evolving, market expanding. It is estimated that by 2030, the market space for electronic skin of humanoid robots will reach 15.5 billion yuan.

Northeast Securities released a research report stating that with the acceleration of industrialization of humanoid robots, tactile sensors, as core components, are experiencing technological upgrades and market expansion. With the maturity of technology and cost reduction, the industry is expected to see a shift from fingertip coverage to full coverage of the palm and fingertips for dexterous electronic skin touchpoints. It is also expected that by 2030, the market space for electronic skin in humanoid robots will reach 15.5 billion yuan, with the market for dexterous electronic skin reaching around 5 billion yuan. It is recommended to pay attention to the leading material technology company, Crystal Huaxin.