Disclaimer: The following content does not constitute any investment advice, guidance, or commitment, and is for academic discussion only.
PCBs are known as the “mother of electronic products” and are the core carrier for circuit conduction and signal transmission in all electronic devices. Almost all upgrades of electronic terminals rely on the technological iteration of PCBs.
In humanoid robots,PCBs serve as the “nerve center” for various circuit functions, providing core support for stable operation, precise control, and complex interactions. It is estimated that each humanoid robot requires approximately 150 PCB products on average.
Recently, Tesla’s compensation plan for Musk, amounting to $1 trillion, includes the condition of delivering 1 million Optimus humanoid robots, significantly strengthening the expectations for the industrialization of humanoid robots.
As the mass production of humanoid robots steadily progresses, the demand forhigh-endPCBs is experiencing explosive growth. According to broker predictions, the global humanoid robot PCB market is expected to reach 38 billion yuan by 2030, with a compound annual growth rate of approximately 62%.
Therefore, in this issue, we will reviewthe PCB industryrelated companies and select 6 companies that have a deep layout in the humanoid robot PCB field for research and reference.
First Company: Shenghong Technology
Main Business: R&D and production of new electronic devices (high-precision circuit boards)
Related Business: The company collaborates with Tesla in various downstream application fields, providing PCB products for vehicles, energy, data centers, and humanoid robots.
Company Highlights: The company is among the top 100 PCB manufacturers globally, ranking 6th among global PCB suppliers and 3rd among domestic PCB manufacturers in mainland China. It holds the largest market share in AI computing cards and AI Data Center UBB & switches globally, with the capability to manufacture high-layer multilayer boards exceeding 100 layers.
Second Company: Pegatron Corporation
Main Business: R&D, design, and manufacturing of various printed circuit boards
Related Business: The company has established a humanoid robot team, collaborating with clients to develop related PCB products.
Company Highlights: The company is the largest PCB manufacturer globally, ranking first in China for several consecutive years and first among global PCB companies for seven consecutive years. It possesses R&D and production capabilities for various PCB products and maintains long-term cooperation with leading domestic and international brand clients due to its strong technical R&D strength and rapid order response capability.
Third Company: Dongshan Precision
Main Business: R&D and production of electronic circuit products, precision components, touch display modules, LED display devices, etc.
Related Business: The company has established a joint R&D center for future robot frontier technology with Shanghai Jiao Tong University, deepening cooperation in humanoid robot R&D design, industrial automation application scenarios, and cutting-edge technology exploration research, promoting the technical R&D of humanoid robot-specific PCBs, focusing on breakthroughs in the design and manufacturing challenges of high-density and high-reliability PCBs.
Company Highlights: The company is a well-known manufacturer in electronic circuits, optoelectronic displays, and precision manufacturing, ranking second and third globally in flexible circuit boards (FPC) and PCBs, respectively, supplying companies like Apple, Tesla, and Meta, while also acquiring Solstice Optoelectronics to enter the optical communication field.
Fourth Company: Shiyun Circuit
Main Business: R&D and production of various printed circuit boards (PCBs)
Related Business: Since 2020, the company has collaborated with clients to develop and produce humanoid robot PCB products, covering the entire electronic circuit needs of humanoid robot central control systems, visual perception systems, joint drive systems, motion control units, dexterous hands, and power management systems, successfully securing new product designations from leading overseas humanoid robot companies and actively promoting cooperation with leading domestic humanoid robot clients.
Company Highlights: The company ranks 32nd in the 2024 global top 100 PCB suppliers list published by Prismark, has achieved mass production capabilities for 24-layer hard boards and 5-stage HDI products, and possesses manufacturing capabilities for 28-layer products used in AI servers. It has performed outstandingly in the new energy vehicle electronics field, entering the supply chain systems of well-known companies like Jabil and Flextronics.
Fifth Company: Chongda Technology
Main Business: R&D and production of printed circuit boards
Related Business: The company supplies PCB products to clients in the industrial control field, which are applied in smart homes, humanoid robots, industrial robots, etc., widely used in various aspects of humanoid robots’ control units, motor drives, visual sensing, and more.
Company Highlights: The company ranks 26th in the 2024 global PCB top 100 companies list published by Prismark, 13th in the 22nd China electronic circuit industry ranking, and 5th among domestic listed PCB companies. It has significant advantages in the production capacity of high-end PCB products, with high-end board revenue accounting for over 60%.
Sixth Company: Zhongjing Electronics
Main Business: R&D and production of printed circuit boards (PCBs)
Related Business: The company’s FPC products are applied in small batches in the humanoid robot field.
Company Highlights: The company has been deeply involved in the PCB industry for over 20 years and is one of the few PCB manufacturers in China with both mass production capabilities for rigid and flexible printed circuit boards and strong R&D capabilities, possessing large-scale production capabilities for second-order and above HDI products, and has been selected as one of the top 100 PCB companies globally for several consecutive years.
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Disclaimer: The content of this article does not constitute any investment advice, guidance, or commitment, and is for knowledge sharing purposes only. Please read carefully. The market has risks, and investment should be cautious..