人形机器人与具身智能专区
按机器人模块拆解产业链 —— 大脑、感知、关节、灵巧手、电机、电池
把人形机器人产业链映射到机器人本体 —— 大脑、感知、关节、灵巧手、电机、电池、仿真训练与整机集成。点击机器人的某个部位,查看该模块的美股公司。如实标注缺口:灵巧手与电芯没有纯正美股标的(领军者为私营或亚洲上市)。层级为人工策展,价格为公开数据实时(延迟)行情。非投资建议。
机器人模块图
点击机器人的部位(或下方模块),查看该模块的美股公司。
大脑 —— AI 算力与模型
机器人的大脑:机载 AI 芯片(SoC)与驱动行为的基础模型。英伟达 Jetson Thor + Isaac GR00T 是事实标准平台,高通在构建挑战者生态,谷歌 DeepMind 输出前沿机器人模型 —— 而几乎所有芯片都在台积电代工。
Jetson Thor robot computer + Isaac GR00T humanoid foundation models — the de-facto robot-brain platform.
Dragonwing robotics compute platform + the Arduino acquisition — building the challenger robot-developer ecosystem.
DeepMind's Gemini Robotics models run on third-party humanoids; investor/partner in Apptronik's Apollo.
Fabs the leading-edge robot SoCs (Jetson Thor is Blackwell-based) — the silicon chokepoint of the stack.
眼睛 —— 视觉与感知
人形机器人感知世界与自身触觉的方式:图像传感器、深度/ToF、机器人激光雷达与六轴力矩传感。这是美股覆盖最强、最可验证的模块。
Machine-vision image sensors + Hyperlux ID depth sensors aimed at robotics and industrial automation.
World's leading image-sensor maker; global-shutter CMOS is a staple of robot vision.
Edge-AI vision SoCs running onboard vision-language models on delivery robots.
Digital lidar shipping into warehouse robots and Serve's sidewalk fleet; added Stereolabs robot stereo cameras.
Robot lidar (JT series) shipping at scale into humanoid makers including Unitree.
ATI six-axis force/torque sensing (incl. the humanoid-specific Varo) + encoders and frameless motors for joints.
关节 —— 执行器与精密减速器
卡脖子旋转关节 = 无框力矩电机 + 精密减速器(谐波/摆线)+ 编码器,线性关节还需行星滚柱丝杠。减速器是全产业链最大「卡脖子」环节,由日本与中国厂商主导 —— TKR 旗下 Cone Drive 是美股唯一规模化谐波传动标的。
Kollmorgen frameless servo motors + Portescap/Thomson motion brands marketed directly for humanoid joints.
Cone Drive harmonic gearing + Spinea cycloidal drives — the only scaled US-listed play on the humanoid reducer chokepoint.
Precision thin-section bearings for robot-arm joints — a bearings-content play.
Servo-actuation specialist; its smart actuators powered the IHMC Nadia research humanoid.
灵巧手
最难也最值钱的子系统:具触觉的力控灵巧手。美股没有纯正灵巧手厂商 —— 领军者要么私营(Shadow、SCHUNK、PSYONIC、Sanctuary),要么整机厂自研(特斯拉、小鹏、Figure)。诚实的美股敞口是传感「内容件」。
Strain-gage force sensing that lets robots feel; disclosed initial humanoid-robot orders from multiple developers.
ATI force/torque sensing enables compliant grasping at humanoid wrists; also supplies end-effector hardware.
TMR and small-form position sensors targeted at high-precision robotic hands.
电机与运动控制
行走与关节级运动控制:高扭矩密度电机,加上每个关节里的半导体内容 —— 电机驱动、磁位置/电流传感、48V 功率级。多家美国芯片公司已推出人形机器人专属产品线。
Motor-driver + magnetic position-sensor ICs in robot joints, plus power management for humanoid SoC platforms.
Publishes a dedicated humanoid line: 48V motor drivers, multi-axis position and current sensing.
Jetson-Thor-based humanoid/AMR development platforms pairing its sensing + motor-control silicon with NVIDIA compute.
Frameless/slotless torque motors with a dedicated humanoid-robot motion line.
Miniature motors, leadscrew actuators and gearmotors across surgical and industrial robotics.
电池与电源
支撑数小时作业的能量系统:高能量密度电芯、电池包、以及降至 48V 关节母线的电源转换。电芯由韩中主导 —— 美股没有人形电芯供应商。美股角度是功率半导体,加投机性的高能量密度电芯厂。
GaN power-stage and integrated motor-drive reference designs for humanoid joints.
High-density 48V power-delivery modules with a dedicated robotics vertical.
Silicon-anode cells with leading energy density — the closest US-listed high-density cell angle.
GaNSense motor-drive ICs positioned for compact humanoid joint inverters.
仿真与机器人软件
人形机器人「出生」和训练的地方:物理仿真、合成数据、数字孪生与自主软件。英伟达 Isaac Sim/Lab 是事实上的训练标准;Synopsys 已将 Ansys 多物理场仿真收入囊中;罗克韦尔把 Omniverse 数字孪生接入真实工厂。
Isaac Sim/Lab on Omniverse — the de-facto humanoid training stack feeding the GR00T model pipeline.
Owns Ansys multiphysics simulation (acquired 2025) used to engineer actuators, plus the EDA behind robot SoCs.
Emulate3D digital twins on NVIDIA Omniverse; also owns the OTTO mobile-robot line.
AI autonomy software retrofitting intelligence onto existing arms and drones (the renamed Sarcos).
整机集成商
交付整机的公司:特斯拉 Optimus 与小鹏 IRON 人形机器人、仓储级系统(Symbotic)、协作臂与移动机器人(Teradyne)、人行道配送机器人(Serve)与服务型人形(Richtech)。多数人形领军者仍是私营或境外上市。量产时间表是公司目标,不是事实。
Optimus humanoid built fully in-house (chip, actuators, hands) — still R&D-phase by Musk's own framing.
IRON humanoid with in-house chips, joints, hands and a solid-state pack; mass production is a target, not yet reality.
AI case-handling robot systems deployed across Walmart's US distribution network.
Owns Universal Robots collaborative arms + MiR autonomous mobile robots.
Uber-spun sidewalk delivery robots scaling a commercial fleet — embodied AI, not humanoid.
Service robots including the ADAM humanoid on NVIDIA Isaac / Jetson.
层级为人工策展 · 价格为公开数据实时(延迟)行情 · 仅供参考 · 非投资建议