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Intelligent sanitation robots are giving rise to a batch of “invisible PCB orders”
On November 28-29, the Shenzhen Convention and Exhibition Center was bustling with people. It was neither a mobile phone exhibition nor an auto show, but a competition of artificial intelligence sanitation robots + urban environment industry expo in a “exhibition-competition linkage”.
On-site, over 40 robot companies competed:
- A cleaning robot that can automatically identify 30 types of waste;
- A surface cleaning boat that autonomously patrols and cleans blue algae;
- A drone for cleaning high-rise glass curtain walls…
Seemingly unrelated to PCBs? Wrong!Every intelligent sanitation device is a miniature AI terminal, hiding 3-5 high-reliability PCBs behind it. Today, we will unveil the new blue ocean of PCBs behind this “urban governance revolution”.
Shenzhen Convention and Exhibition Center
The participating AI sanitation robots are ready to go (partially)
🔍 1. On-site Coverage: What PCBs Are These Robots Using?
We disassembled 3 mainstream models on-site (based on public data + supply chain interviews):
1. Municipal Road Cleaning Robot (Representative: Yunji Intelligent Cleaning X7)
- Main Control Board: 6-layer high-frequency multilayer board (for 5G communication + edge AI)
- Material: Shengyi SRT-7 (Dk=3.4 @10GHz)
- Process: Gold immersion + solder mask plug hole, impedance control ±10%
- Motor Driver Board: 4-layer high TG board (TG≥170℃)
- Sensor Fusion Board: Small size HDI (4/4μm), integrating LiDAR + ultrasonic + camera
2. Surface Cleaning Robot (Representative: Qingyuan Technology AquaBot)
- Waterproof Main Control Board: Rigid-flex board (FPC + Rigid)
- Requirements: IP68 protection, bending life > 20,000 times
- Blue Algae Recognition Module: 4-layer high-speed board (supports 1080P@30fps video transmission)
3. High-rise Curtain Wall Cleaning Drone (Representative: DJI Industry Version)
- Flight Control Main Board: 4-layer high-frequency board (for UWB positioning + image transmission)
- Cleaning Execution Module: Aluminum-based heat dissipation board (thermal conductivity ≥ 2.0 W/mK)
📈 2. How Big Is the Market? More Than Just “Demonstrations”, But Real Orders
- On-site Contracts: Over 1500 procurement intentions, amounting to nearly 300 million yuan;
- Landing Cities: Shenzhen, Guangzhou, Hangzhou, Chengdu, and more than 20 cities have been included in the 2026 smart sanitation procurement list;
- Single City Demand: Taking Shenzhen as an example, plans to deploy over 5000 AI sanitation devices (including ground, water, and high-altitude);
- Global Trends: Singapore, Dubai, and Tokyo are all tendering for similar products,the window for Chinese intelligent manufacturing to go global has opened.
💡 Conservative estimate: By 2026, the domestic intelligent sanitation robot PCB market scale will exceed 500 million yuan.
🧩 3. PCB Supply Chain Map: Who Is Benefiting from This Wave?
| End Brand | Main Control PCB Suppliers (Rumored) | Characteristics |
|---|---|---|
| Yunji Intelligent Cleaning | Jingwang Electronics, Chongda Technology | Small batch quick response, HDI + high-frequency multilayer combination |
| Qingyuan Technology | Shiyun Circuit, Aoshikang | Rigid-flex combination + industrial-grade reliability |
| DJI Industry | Shennan Circuit, Huidian Co., Ltd. | High frequency + high heat dissipation, automotive-grade standards |
⚠️ Note:No pure small and medium PCB manufacturers have entered the top supply chain yet, but secondary module manufacturers (such as sensor and motor controller manufacturers) have a strong demand for 4-6 layer ordinary multilayer boards.
🛠️ 4. How Can Small and Medium PCB Manufacturers Enter? Three Practical Paths
Path 1: Bind with Module Manufacturers, Focus on Modules Instead of Complete Machines
- Target Customers: LiDAR module, motor driver, battery BMS manufacturers;
- Demand: 4-6 layer boards, cost-sensitive, delivery time < 15 days;
- Advantage: Avoid complete machine certification, quickly ramp up production.
Path 2: Focus on “Industrial-Grade Reliability”, Compete on Stability Instead of Price
- Emphasize: TG≥170℃, CAF resistance > 10⁹Ω, 100% electrical testing;
- Can Apply for: ISO 13485 (if involving medical scenarios), IATF 16949 (if involving mobile chassis).
Path 3: Leverage Shenzhen’s “City + AI” Scene Opening Plan
- On December 5, the Shenzhen Global Investment Conference will release 100 new AI scenarios, including more sanitation, security, and inspection equipment;
- Recommendation: Prepare sample packages + quick prototyping process descriptions in advance to connect with system integrators on-site.
💡 SOPCB Conclusion:
“After mobile phones and cars, cities themselves are becoming the largest carriers of AI hardware. And PCBs are the nerve endings of this ‘smart city’. Whoever first sees the orders behind sanitation robots will seize the next wave of dividends.”
Source | Shenzhen Municipal Urban Management and Comprehensive Law Enforcement Bureau, Beautiful Shenzhen, Network Collection
Compiled | Editor SearchDisclaimer | The information in this article is copyrighted by the original author and does not represent the views of this platform. It is not intended as a basis for investment or financial decisions, but for sharing purposes. If there are any copyright or information errors, please contact us for correction or deletion. Thank you!
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