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-SAC S0010522070003 2024 4 29 2 2024 4 AI FSD Robotaxi AI CEO AI 2025 Atlas 2025 Tier1 AI 1 2 IMU 3D IMU 3D ZXEVyRsPtQqRsMnOsPpQqR8OcM6MoMoOnPrNfQrRmReRoOrO9PmMuNwMqQtNwMqQyQ 1 2 3 4 5 1.1 4 Humanoid Robots-1 5JrA7zsk/VlPvuBB3PScMJKvZxvDHl7CnYBIQwX/6MPgNR2/zpyAecHvQPWLN520 1.2 5 AGV 3C 1.2.1 6 2022 2024 650 3c IFR 2024 230 2024 110 3 2017-2024 2 2017-2024 1.2.2 7 2024 290 2024 100 669511613817221725029041.143.62218.824.926.21516051015202530354045500501001502002503003502017 2018 2019 2020 2021 2022E 2023E 2024E%1219273749658310248.456.242.336.733.432.826.42301020304050600204060801001202017 2018 2019 2020 2021 2022E 2023E 2024E%4 2017-2024 5 2017-2024 1.2.3 8 2017 21.7%2024 140 2017 30.7%2024 34 384353668210112014025.813.923.424.82522.418.816.70510152025300204060801001201401602017 2018 2019 2020 2021 2022E 2023E 2024E%6810131822283431.526.728.334.933.125.824.821.7051015202530354005101520253035402017 2018 2019 2020 2021 2022E 2023E 2024E%6 2017-2024 7 2017-2024 1.3 9 iFinD AI+Optimus 0-1 100-1000-1 8 1 2 3 4 5 2.11 RV IMU Tesla AI day Tesla AI day 9 10 Tesla AI day 2.12 Tesla AI day 11 2.1-13 RV RV 40%20%12 RV 1/3 1/2 3C 30kg RV 1000-5000/5000-8000/200-2000/2.1 14 ABB 13 2020 14 2020 2.1 15 2005 2005-2010 2011-2015 RV 2016-2020 2022-2027 2022 1321 5.01%2024 1457 15 2018-2023 2.2 16/20 60 1960 20 60 70 1960-1979 20 80 1980 IC 16 17 2.2 17 2023-2028 2024 200 65%15.9%11.9%8.9%8.8%8.3%19%28 12 15%4%18 2019-2024 19 142 149 169 181 195 223 0501001502002502019 2020 2021 2022 2023 2024E 16%12%9%9%8%46%2.2.1 18 2022 6.69 2029 12.17 8.9%Kollmorgen Moog Maxon Motor BEIKimco Woodward Shinano Kenshi 20 21 6.69 7.29 7.93 8.64 9.41 10.25 11.16 12.17 024681012142022 2023E 2024E 2025E 2026E 2027E 2028E 2029E 2.2.2 19 40mm 1/3-1/2 2022 51.0 2028 83.0 8.5%2022 56%15%11%22 2022-2028 51.00 55.34 60.04 65.14 70.68 76.69 83.20 8%8%8%8%8%9%9%9%9%01020304050607080902022 2023E 2024E 2025E 2026E 2027E 2028E 23 2022 56%15%11%18%2.2.2 20+12 1300-1500 MAXON 24 25 MAXON 2.3-21:26 2.3.1 22 5%4.4 2023-2028 7.5%2028 6.79 E 2022 Rollvis GSA Ewellix 26%26%14%;19%8%27 2022-2028 28 2022 4.40 4.73 5.08 5.47 5.88 6.32 6.79 7%7%7%7%7%8%8%8%8%8%0123456782022 2023E 2024E 2025E 2026E 2027E 2028E Rollvis26%GSA26%Ewellix14%Rexroth12%8%8%CMC3%3%2.3.1 23 G1-G5 29 30/123.28KN 177.28KN 18-60mmGSA G1-G5 4700rpm 168.9KN 246.9KN 20-63mmEwellix G1-G5/133KN 197KN 8-64mm 2.3.1 24 14 500 668 31 32;5 100 500()14 14 14()2322 1224 954()70 1400 7000()16.3 171.4 668 2.3.2 25 DIResaerch THK NSK SKF OZAK top5 45%2023 153 2030 235 2023-2030 CAGR 6.32%2023 87 2030 135 2023-2030 CAGR 6.48%33 34 2.3.2 26 Tesla Optimus 12.07%9.85%2.22%10-15 60 7-IIoT-3D 3D-2.4 27 Statista 2021 2325.9 2025 3000 8.04%35 36 2325.90 2512.90 2714.94 2933.22 3169.05 8%8%8%8%8%8%8%8%8%05001,0001,5002,0002,5003,0003,5002021 2022 2023E 2024E 2025E Statista 2.4 28 2016-2019 CAGR 16.4%3C CAGR19%2026 7000 IMU 37 38 2021-2026 2.4.1 29 3 3 X Y Z ATI 39 40 ATI SCHUNK Robotiq OnRobot WACOH-TECH 2.4.1 30 GGII 2030 328.06 138.40 28 4 100 68 1000 100 41 2024-2030 42 2023-2025 100 4 1000 28 100 68 2.4.2 31 43 2.4.2 32 44 2.4.2 33 QY Research 2021 Tekscan Pressure Profile Systems Sensor Products Inc.65%2022-2027 2022 15.34 2029 53.22 2022-2029 CAGR 17.9%45 2018-2029 2.4.3 IMU-&MEMS IMU 34(Inertial measurement unit IMU)IMU IMU IMU VR IMU(Gyroscope)(Accelermeters)(Magnetometers)x y z x y z IMU 9 IMU 46 11 IMU 2.5 35 3C 47 48 2.5 36 24.79%PCB 12.15%ITO 8.39%8.29%6.46%5.53%AOI 2021 8 78.70%14.20%1.05%1.02%49 2022 50 2021 8 25%12%8%8%7%6%34%79%14%1%1%5%2.5 37 Markets and Markets 2012-2022 2022 120 2022-2027 7.4%2028 185 GGII 2021 138.16 2D 126.65 3D 11.51 2025 472.65 2021-2025 36%2026-2028 2D 3D 3D 50%2D 10%2028 869.92 Markets and Markets 51 2022-2028 52 2022-2028 2.5 38 2021 54.9%9.1%2.2%1.7%1.2%53 2021 54 2021 55%9%2%2%1%31%2.5 39 55 1 2 3 4 5 3.1 41 56 2022-2028 2022 15 2028 138 5 50.29%“ChatGPT AI 3.2 42 57 EngineeredArts 1XTechnologies Optimus Atlas ASIMO AMD AI 58 ASIMO AtlasAgility Robotics DigitEngineered Arts Ameca1X technologies EVE Optimus Walker X 2018-2021 2022 Cyberone 2023 PX5 2023 Unitree H1 2023 2023 Tora 2023 GR-1 2023 2023 2020-2023 2016-2023 3.2.143 2022 8 4 Optimus AI Optimus Optimus 2023 7 6 8 2023 WAIC Optimus CEO FSD FSD Full Self-Driving FSD FSD 59 optimus 3.2.144 2023 12 12 CEO Optimus Gen2 1-/-2-11-2 2-30%10-3-10kg 46kg 1 2 3 60 Optimus Gen2 3.2.2 45+2018 NVIDIAIsaac Jetson Xavier 2019 lsaac(SDK)AI 2022 NVIDIA Isaac Nova Orin AMR 2023 5 Jetson AGX Orin 10 Transformer AI AI NVIDIA Jetson Metropolis Isaac AI 10 Isaac ROS Isaac Sim AI Jetson AGX Orin Jetson Nano JetsonOrin JetsonNano 472G FLOPS 510 AI NVIDIA Metropolis GPU SDK AI 3.2.2 46 AI AI AI NVIDIA AI NVIDIA Omniverse AI Omniverse AI 25 Omniverse+AI AI AI 2023 10 MimicGen 200 5 18 AI 2023 3 OmniverseCloud Azure AI Isaac Sim NVIDIA Isaac Jetson 120 10000 CES2024 Collaborative Robotics Covariant Sanctuary AI 3.2.2 GEAR 47 GEAR Generalist Embodied Agent Research Jim Fan Yuke Zhu 1 2 3 4 5000 Figure AI AI 2023 10 3200 Machina Labs 7 space X NASA 61 GEAR 3.2.3 48 2023 12 29 Walker X 130cm 63kg 41 160 4.6K 62 Walker X 63 Walker X 3.2.3 49 Walker X SLAM simultaneous location and mapping)UWD 64 Walker X 3.3 50 65 2018-2022 2022 159 311.77 A;2023 1-8 66 2021-2023 2023/8/14 2023/8/7 2023/3/2 2023/2/13 NVenture innovation Platform2022/10/24 2022/8/17 2022/7/12 2022/3/31 2021/9/27 2021/2/7 1 2 3 4 5 4 52 iMrobotic 67 4 53 iMrobotic 68 69 70 iMrobotic iMrobotic 4 54 iMrobotic 71 72 iMrobotic 1 2 3 4 5 5 56 57 6 A 300 500 6 5%;6-5%5%;6 5%;6-12 15%6-12 5%15%6-12-5%5%6-12 5%15%6-12 15%58
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