Planetary roller screw is a linear motion actuator, widely used in industrial manufacturing, aerospace, transportation and other fields. Involving materials, technology, assembly and other core technologies and processes, high-end products with high barriers, localization is in its infancy. Ball screw technology content between the sliding screw, planetary roller screw, and planetary roller screw structure is similar, part of the production equipment and process common, the localization rate is relatively high. In the humanoid robot, planetary roller screws will be used as key motion parts, ushering in new application scenarios and market demand, and domestic enterprises have ushered in the development of market expansion and import substitution opportunities.
Ball screws are a kind of transmission parts that convert rotary motion into linear motion. The bead screw is a more commonly used transmission element in tool machinery and precision machinery. Planetary roller screws combine helical and planetary motions and are characterized by high load and high precision. Standard type planetary roller screws are the most widely used, and the reverse type is the most compact and imaginative.
Motion capability is the key to the development of humanoid robots, with high requirements for power consumption, flexibility and stability. Relative to hydraulic drive, rack and pinion and other programs, the planetary roller screw as the core of the linear actuator has a single structure, compact size, high power density and other advantages, will be the core solution for humanoid robot joint drive. With Tesla as the representative of enterprises have joined the humanoid robot research and development, planetary roller screw also ushered in a new development opportunity, if Tesla Optimus shipments of 500,000 units, planetary roller screw incremental market size of more than 7 billion.
Industry Characteristics of Ball/Column Screws：
1.At present, the downstream applications of ball screws are diverse, and enterprises adopt flexible production to ensure that the production line is quickly switched between batches of different products, and the production has the characteristics of "small batch, multi-batch".
2.For different customers to take direct sales as the main sales strategy, supplemented by distribution.
3.High gross profit and high R&D investment are the main financial characteristics of the industry.
Business Opportunities and Risk Tips：
1.Industry trends: planetary screws as precision transmission components in the machinery industry, is expected to usher in new opportunities with the development of humanoid robots, at the same time, the increase in market opportunities will accelerate the rise of domestic brands, in emerging and traditional applications to improve the localization rate.
2.Business opportunities: domestic enterprises are expected to usher in the expansion of product application scenarios, the overall market scale growth, as well as the development of domestic substitution opportunities, pay attention to the relevant business opportunities such as equity investment and debt.
3.Risk Warning: humanoid robot development is less than expected: the risk of international trade friction; raw material price fluctuations.
Post time: Jun-19-2024
