Open source securities released a research report that the current humanoid robot body 40 joints, far more than the six joints of industrial robots, once the formation of the humanoid robot industry chain, parts will be in a state of supply less than demand, once supplied to Tesla robots manufacturers will also be the first to benefit, forming a long-term advantage. Among them, low-voltage servo driver: humanoid robot servo drive is the first choice, the single machine value is high. Bearing: high single-machine value, relatively low technical barriers, can accelerate the cost reduction. Domestic hardware suppliers with strong low-cost large-scale production capacity welcome important opportunities to introduce Tesla’s robot hardware supply chain.

The main views of open source securities are as follows:

Tesla robots lead the development of the humanoid robot industry, and domestic hardware suppliers have ushered in important opportunities

Tesla robots have a very strong software advantage, and the landing progress depends on the degree of hardware cost reduction. The type of parts used by the joint actuator in the hardware is basically the same as that of the existing robot, and the design of the key hardware is completed by Tesla, and the subsequent production support is completed by the supplier. Therefore, domestic hardware suppliers with strong low-cost large-scale production capacity have ushered in an important opportunity to introduce Tesla’s robot hardware supply chain. After Tesla opens up the humanoid robot technology path and achieves mass production cost reduction, the entry of sweeping machine and service robot manufacturers, car companies and Internet manufacturers, and motion control manufacturers has become possible. At present, the humanoid robot has 40 joints, far more than the 6 joints of industrial robots, once the humanoid robot industry chain is formed, the parts will be in a state of supply is less than demand, and the manufacturers that have been supplied to Tesla robots will also be the first to benefit, forming a long-term advantage.

T9402

T9402

Low voltage servo driver: The first choice for humanoid robot servo drive, high single-machine value

Low-voltage servo drivers are mainly used in AGVs (mobile robots) used in the logistics industry. Tesla robot rotary joints, linear joints, and hand joints all use low-voltage servo drives to bring new increments. According to our calculation, when the Tesla robot is reduced to $20,000, a single low-voltage servo drive will cost 400 yuan, and the value of a single machine will reach 13,600 yuan. There are three main reasons for humanoid robots to use low-voltage servo drive: (1) Humanoid robots use battery power, and low-voltage servo drivers meet the requirements of working voltage. (2) In principle, low-voltage servo can achieve higher performance than high-voltage servo. Because most low-voltage servos do not use IGBTs, they use MOS tubes, which have higher switching frequency and better driving performance. (3) The low-voltage servo driver is smaller than the high-voltage servo driver. The low-voltage servo drive does not require a rectifier system (the role of the rectifier module is to convert alternating current to direct current), and there is generally no IGBT module. Elmo (Elmo) is the world’s servo drive leader, the domestic manufacturers with low-voltage servo drive production capacity include Buke shares, Weichuang Electric, Huacheng Industrial Control (New third Board), Huichuan Technology, Collier and other companies also have research and development layout.

Bearing: high single-machine value, relatively low technical barriers, can accelerate the cost reduction

The bearing is the support of the mechanical transmission shaft, which reduces the friction loss generated in the mechanical movement and is widely used in automobiles. Tesla can reuse the bearing supply chain of its new energy vehicles to accelerate robot cost reduction. When the Tesla robot is reduced to $20,000, the unit price of all kinds of bearings can be reduced to 100 yuan and below, and the value of single bearing is 3220 yuan. Tesla robot chooses 4 different kinds of bearings according to the stress characteristics of different positions, among which the technical barriers of deep groove ball bearings, four-point contact bearings and angular contact bearings are low, and there are mature suppliers in China. Cross roller bearing manufacturing is difficult, the world’s main suppliers are concentrated in Japan and Germany, the domestic stock has a small batch supply capacity, national machine Seiko has technical reserves and products. Bearing machining has great demand and high requirement for grinding machine. Overseas high-precision grinding machine delivery period of up to 18 months, the domestic Yuhuan CNC, Qinchuan machine tool, Rifa precision machine has the strength of domestic replacement, for the domestic bearing factory expansion escort.