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*01*/2023 06 24/*2023 5 Tesla Bot Optimus DOJO D1 9PFLOPs 9000 AI Tesla Bot AI AI AI AI/1 2 3 1YWBYwPqNtQoPqOoNqNtMpO8O9RbRmOmMsQmPeRqQrPlOnPsPaQnNvNMYmQrOwMnRtQ*C O N T E N T S/02 03 012 04*01.3*2023 5 Tesla Bot Optimus AI DOJO D1 Dojo Dojo D1 7 1024 D1 9PFLOPs 9000 Optimus Techweb Optimus 4 bot 1.1*Tesla Bot 21 AISMO Atlas iCUB Pepper Alderbran Nao Walker ASIMO Atlas ICUB POPPY ROMEO Pepper Google&RobotCub INRIA Flowers Alderbran Alderbran 2000 2013 7 2011 2016 2012 2015 26 34 57 28 iCub 353 25 37 2 1 3 1 20 2 5*2 1*2 3 100 PETMAN 3D 2000 Pepper 1 MAXON 5 1.2*MAXON ASIMO Atlas ICUB POPPY ROMEO Pepper 8 5 3D 5+/38.4V/10AH()iClub3 7 9 6 3 6 LED 5 5 16 FSR 2 PS 1 IMU 9DDL 272 Raspberry Pi 39 RE 40 RE 25 RE-max DCX 30.0Ah/795Wh 12 Mic x 4 x 2 2 x 500 3D 6 x 3 x 1 x 2 x 2 x 6 x 2 x 3 x 3 1.3m 1.5m 1.25m 0.84m 1.46m 1.2m 48kg 75kg 52kg 3.5kg 40kg 28kg ASIMO 290 1Atlas 25 7500/10250 1 6 1.2*MAXON Nao Robothespian ACTROID-SIT LEXY TESS Walker Optimus Alderbran Engineering Arts AIST Tobot 2008 2007 2018 2022 25 12 36 Walker X 41 Tobot NAO NAO AI 58 8km/h FSD 2 7 1.2*MAXON Nao Robothespian ACTROID-SIT LEXY TESS Walker Optimus AC 90-230 V/DC 24 V 90 min:CMOS(IEE 802.11g)1.5kg&10cm 20cm 1cm 54.6V/10Ah/3.6 kg 2h Intel i7 8665U 1.9Ghz*2 NVIDIA GT1030 384 ROSA Ubuntu+Linux RT Preempt+Android 0.58m 1.45m WalerX 1.3m 1.73m 5.4kg 77kg,WalkerX 63kg 56kg 5w8.5w 79500 3.95 2 2 8 1.2*2022 8 CyberOne 1.77 52kg CyberOne Mi-Sense AI 3D MiAI MiAI CyberOne 85 45 OLED 2023 4 21 5000 CyberOne CyberOne 9-1.3*2012 11 2016 Walker 2018 Walker 2021 Walker X Walker X 130cm 63kg 41 3km/h 160 4.6K Walker X 10-1.4*ArmMotus EMU ExoMotus 2023 7 GR-1 ExoMotus 7 GR-1 11-1.5*Stratistics Market Research Consulting 2020 5.6 2027 141 CAGR 58.5%2027 23 CAGR 56.4%Stratistics Market Research Consulting 0204060801001201401602020 2027E CAGR=58.5%05101520252020 2027E CAGR=56.4%1.6 Stratistics Market Research Consulting 12*/02.13*Optimus Optimus Optimus 172CM 56KG 68KG 2.1 OPTIMUS 1.72 56kg 45(20kg)150(68kg)=8km/h FSD 20 9 30 AI Day 2023();2();40(12)2)(2)(12)(12)14*6 11 20 9kg FSD Kaiyuan 20Nm 110Nm 180Nm 500Nm 3900Nm 8000Nm shoulder3 3+elbow1 1+wrist3 1 2+torso2 1+hip3 2 1+knee1 1+ankle2 2+152.2*2021 16%-20%0%20%40%0100200300 162.3*17 1 1+NSK 2.4*RV 2021 45%35.51%24.72%7.69%7.40%5.70%4.45%4.24%10.28%37.03%21.03%6.09%9.00%4.73%4.06%18.06%51.00%21.00%7.00%8.00%13.00%20182020 2021 2.518*1 26%46%2 9096%3 1.5 2 192.5*20;-C-EMA,2.5*21 persistence market research 2022 2.85 2023 3.03 persistence market research 2023 21.1%2023-2033 6.5%5.8%2022 ewellix SKF GSA SKF SR/BR/TR/PR SV/BV/PV Rollvis 1970(RV/HRV)(RVI)(RVD)(RVR LTK RV/BRV/RVR/RVI/RVD Exlar Power Jack GSA 5mm245mm 0.5mm50mm 2017 Rollvis 2.5*22 2014 2020 15 5 2.5*23/Maxon Faulhaber 2.6*3D ToF ToF Time-of-Flight 3D Leapmotion 3D 3D 242.7 3D*2D 3D 3D 2019 3D 50 2020 70 2022 99 2018 3D 40%21%17%5%3D 3D 252.7 3D*24GHz 60GHz 77GHz 80GHz 120GHz 24GHz 60GHz 77GHz 24G 77GHz 24GHz 24GHz 24GHz 60GHz 77GHz 24GHz 77GHz 80GHz 24GHz 24GHz 24GHz 60GHz 80GHz 120GHz 5.8GHz 10.525GHz 24GHz 60GHz 24GHz 60GHz Techtorch Techtorch 262.7*AIOT 2022 9 234 216 92.3%18 7.7%45 19.2%183 78.2%6 2.6%OFweek 2018 68%2022 2018 RFID OFweek RFID 272.7*Mordor Intelligence 20 54.57 2026 83.22 MEMS 2020 21%16%11%MEMS 2020 MEMS 21%16%11%9%7%6%5%5%3%3%14%282.8 2019 2020 2021 2022E 2023E 2024E 2025E 2026E 2027E*MEMS MEMS IMU MEMS MEMS ASIC MEMS MEMS MEMS/MEMS 292.8 MEMS*MEMS MEMS MEMS MEMS MEMS 302.8 MEMS*MEMS Honeywell HG1900 MIMU 312.8 MEMS*Yole 2021 MEMS 71,000 MEMS Honeywell ADI Northrop Grumman/Litef 50%2021 3.67%MEMS 2021 MEMS Honeywell Honeywell 322.8*03.33*EEI 2022 CREI Ven Scarl DD AKS+3D 21 55%3.1 34*35 18+-(4)-(8)1 12 asp-+(24 25)()(50%)+()80-90%()10-15%()1-5%()5%1+12 3.2*36 25%NSK THK CR5 46%70%50%NSK THK 15%25%2020 15 5 5KG 800KG RV AGV 3.2*37 2022 3 350 2022 1.84 39.76%29.5%0.24 33.47%3.2*LED AMR+AGV 10%Lin AMP T Motion 3.3 38*1 MEMS 2 MEMS 3 IMU MEMS MEMS MEMS 2020-2022 77.96%80.25%80.70%MEMS 2020-2022 16.74%13.11%6.04%100,000 MEMS MEMS MEMS MEMS MEMS MEMS 3.3 39*04.40*4 41*THANKS 8 1 5F 200120 28 A 19 100005 6001 32 05 51802642 S0100521110006 13681805643 lizhe_ S0100521110010 18502129343 S0100522090007 15216676817*12 A 300 500 15%5%15%-5%5%5%5%-5%5%5%*43
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