Fraunhofer：2026人形机器人硬件价值链：欧洲制造业能否把握人形机器人发展风口白皮书（英文版）（32页）.pdf

1、1THE HUMANOID HARDWARE VALUE CHAINThe Humanoid Hardware Value ChainCan the European Manufacturing Industry Capitalize on the Humanoid Momentum?THE HUMANOID HARDWARE VALUE CHAIN/Authors:Vincent Bezold,Jannes MoehlenkampCo-authors:Simon Schmidt,Joshua Beck,Marco Dargel,Thomas ErtenerP3 and Fraunhofer

2、IPAStuttgart,26.02.2026DOI:10.24406/publica-731401THE HUMANOID HARDWARE VALUE CHAINTable of contentsManagement summary 021.Point of Departure 041.1.DefinitionHumanoidRobot071.2.TargetMarketsandCurrentDevelopments072.Hardware Maturity and Architecture for Humanoid Robots 093.Assessment of Critical Ha

3、rdware Components 163.1.SensingLayer-TactileSensors17 3.2.Actuation Layer-Electric motors 183.3.ActuationLayer-Reducers21 3.4.Structural and energy layer-Batteries 234.Humanoid Hardware Cost Model 255.Can European Manufacturing Capitalize on the Humanoid Momentum?27THE HUMANOID HARDWARE VALUE CHAIN0

4、2Management summaryStructural change in the manufacturing industry,especially in the automotive sector,isacceleratingthesearchfornewgrowthopportunities.Humanoidroboticsisgainingstrategicrelevanceasafuturemarketthatcloselyalignswithestablishedcompetenciesin automation,mechatronics,and industrial manu

5、facturing.Early engagement in the humanoidhardwarevaluechainoffersEuropeanmanufacturersatangibleopportunitytocapturevalueinthisemergingfield.Marketprojectionsindicatesubstantialgrowthpotential.The global humanoid robotics market is expected to reach a volume ofapproximatelyUSD30billionby20301.Long-t

6、ermscenariosprojectaworldwideinstalledbaseofseveralhundredmillionhumanoidrobotsby20502.These developments highlight the relevance of early engagement with the underlying value chain.Thiswhitepaperanalyzestheroleofhardwareinthecontextoftheindustrializationofhumanoidrobots.Despiteadvancesinartificiali