Here comes Tesla Optimus! Flexible sensors welcome explosive opportunities!

On September 30, 2022 (North American time) (October 1, Beijing time), Tesla 2022 AI Day was held in Palo Alto, California. The humanoid robot "Optimus" (Chinese name: Optimus Prime), which brought science fiction into reality, made its debut, driving the development of science and technology to the next era.

In Musk's introduction, the Optimus prototype came on the stage, turned around, stopped, waved, and acted smoothly. This is the first time that Optimus walks autonomously without human operation. Tesla does not install a shell for it, but directly presents its internal structure. Joints, bones, cables and other equipment are clearly visible, showing every action details intuitively. The activity also presented the use scenario of Optimus: in the office, it flexibly lifted the kettle to water flowers, carried materials to the target position with both hands, accurately positioned the surrounding people and actively avoided. "Our output can reach millions, and the price is expected to be much cheaper than that of cars, eventually reaching below 20000 dollars."
"The height and weight of Tesla robot is close to that of an adult. It can carry or carry heavy objects, and can also walk quickly. The screen on its face is an interactive interface for communication with people." Musk introduced that human society is based on the interaction of a biped human figure with two arms and ten fingers. "Therefore, if we want a robot to adapt to the environment and be able to do what humans do, it must have roughly the same size, shape and ability as humans."


Figure | From Tesla official

Recently, in an article published in China Netletter magazine, Musk pointed out: "Since then, with the expansion of production scale and the reduction of cost, the practicality of humanoid robots will be improved year by year."
Guojin Securities believes that Tesla Robotics will accelerate the commercialization process of the robot industry. In the short term, it is recommended to focus on the incremental parts of humanoid robots and optimize the technical path in favor of small, lightweight and low-cost hardware companies. In the long run, there is a wide space for robot intelligence.
Humanoid robots are intelligent robots with similar body structure and motion mode (bipedal walking, two handed cooperation, etc.).
The core components of humanoid robot are similar to those of existing robots, including driving device (servo system+reducer), control device (controller) and various sensors.
In terms of sensors, autopilot sensors related to external environment perception and navigation are expected to benefit.


Data | Source: Tesla, DS Power, bank search
It is understood that humanoid bionic robot is the most advanced form of service robot and can be widely used in many scenes of life and production. The humanoid robot, known as the ultimate form in the AI field, refers to a robot designed and manufactured by imitating human form and behavior.
In the humanoid robot industry chain, upstream parts suppliers involve pressure sensors.
The purpose of design and manufacturing is to interact with artificial tools and environment, so as to assist or even replace human production and life. In terms of application scenarios, they are mainly divided into commercial scenarios and personal/family application scenarios, covering logistics, meal delivery, cleaning, companionship, entertainment and other application fields.
Robots are known as the "pearl at the top of the manufacturing crown", and humanoid bionic robots are recognized as the ultimate goal in the robot field. Compared with industrial robots that are good at mechanical ability, the technical difficulty of humanoid bionic robots is to simulate the process of "perception cognition decision execution" of human beings in various scenes as much as possible.
Humanoid robots will also make extensive use of flexible electronic technologies, such as flexible electronic skin, flexible tactile sensors, flexible bending, etc. These are the technologies and real applications that have been deployed by Suzhou Leanstar.

In recent years, the output of humanoid robots in China is also endless.
Xiaomi "Tieda"
 

Suzhou Leanstar entered the millet supply chain system in 2019, and is currently a joint-stock ecological enterprise of millet technology. The flexible micro/nano sensors developed by Suzhou Leanstar have already had a large number of products and application layout in the robot field. With the development of the robot industry, the flexible sensors may have more applications.

ZNS-01 Flexible pressure sensor


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ZNX-01 Flexible pressure sensor

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