1. Main Targets
Riying Electronics has clearly established a strong business relationship with T, and the first two products have quickly entered small-scale production. The electronic skin is simultaneously advancing both piezoelectric and optoelectronic solutions, with the ASP for the piezoelectric solution’s single fingertip being below 100 yuan, while the whole hand solution’s ASP is expected to be several thousand yuan.
Rujing Technology is laying out humanoid controllers (such as “cerebellar domain control”), actuators (drivers + motors), and has made early connections with T, with progress exceeding expectations.
Hongchang Technology has received an order for 200 full-size humanoid robots from Zhujijia Power, with an ASP of 35,000 yuan. They are the main supplier of reducers and joint modules for Zhujijia’s robots; T’s core target is Nidec, and cooperation matters are about to be finalized; Yushu is the main supplier of spiral bevel gears and conical gears.
Xingyu Co., Ltd. has been tracking and researching the AI and robotics sector for a long time, and their robot body and head lighting strip products are currently in an open discussion and connection state with T.
Luopute has partnered with Zhiyuan to establish Xiaolu Intelligent (Xiamen) Technology Co., Ltd., developing robot algorithms, AI model algorithms, and image intelligent analysis that can be directly imported into user scenarios.
Ruikeda has products such as low-voltage connectors and Ethernet harness series applied in the humanoid robot field.
Lixing Co., Ltd. has achieved mass production of G3-level ceramic balls and has led the formulation of the national standard “Precision Ceramic Rolling Elements for Robots”. They have connected with Zhejiang Rongtai and will send samples for joint research and development, with a value of 6,000 yuan for ceramic ball bearings corresponding to one humanoid robot.
Fulint Precision is one of the main suppliers of Zhiyuan; the machine wolf joint assembly has begun mass production with a capacity of 200,000 sets; they are reserving axial flux motors.
Fengcan Technology has made significant progress recently with hollow cup motors and drive control MCU chips in T’s third-generation robots; they have developed a frameless torque motor specifically for controlling humanoid fingers and joints with a dual-core architecture chip.
Nasda‘s holding subsidiary Jihai Micro is comprehensively laying out humanoid robot products; the G32R5 series high-performance real-time control DSP chip is the world’s first dual-core architecture chip based on the Arm® Cortex®-M52 processor, with some products already shipped in bulk to Yushu Technology and Huichuan Technology.
Yidelong has prioritized the release of axial flux motor head vehicle factory customers, with heat dissipation and cost being the current bottlenecks. Heat dissipation below 2000W has passed testing, and optimizing vehicle applications will benefit subsequent cost reduction and robot industrialization; Nidec’s motor PCBA supplier, with recent visits from Nidec Japan’s leadership to the company.
Silis plans to issue no more than 331,477,235 overseas listed ordinary shares and list on the Hong Kong Stock Exchange.
Longsheng Technology‘s subsidiary Longsheng Maomao has obtained a business license to produce and manufacture components for new energy vehicles, thermal management, and lightweight parts.
