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EMBODIED INTELLIGENCE · 具身智能
01 / 09
ABOUT · 关于
WE SPECIALIZE IN COMPLEX SYSTEMS ENGINEERING, ORIGINAL DEVICE MANUFACTURING, EGOCENTRIC DATA CAPTURE, AND INTEGRATED SUPPLY-CHAIN SOURCING (E.G., ACTUATORS, HARMONIC DRIVES, HIGH-DENSITY BATTERIES).
WE TRACK PUBLIC AND PRIVATE MARKETS TO PROVIDE COMPREHENSIVE INTELLIGENCE ACROSS EVERY MAJOR ROBOTICS CATEGORY (E.G., DRONES, HUMANOIDS, INDUSTRIAL SYSTEMS).
OUR MISSION IS TO ACCELERATE THE DEPLOYMENT OF GENERAL-PURPOSE EMBODIED INTELLIGENCE SYSTEMS FOR DULL, DANGEROUS, AND REPETITIVE APPLICATIONS ACROSS TERRESTRIAL, MARINE, AND AEROSPACE DOMAINS.
SUPPLY CHAIN · 供应链

CHINA: LOCALIZING THE HUMANOID SUPPLY CHAIN

THE GROUP SOURCES ACROSS A DOMESTIC COMPONENT BASE THAT NOW COVERS EVERY MAJOR HUMANOID SUBSYSTEM. FIG. A MAPS THE STACK; THE TABLE BELOW LISTS THE KEY SUPPLIERS BEHIND EACH.

SENSORS · VISION — CAMERA · DEPTH — LIDAR / RADAR · TOUCH — TACTILE · VOICE — MICROPHONES · ENVIRONMENT — MEMS BRAIN · AI COMPUTER — GPU COMPUTE · ROBOT OPERATING SOFTWARE POWER · LITHIUM-ION BATTERY PACK · CHARGING MODULE LIMBS LINEAR ACTUATORS · FRAMELESS TORQUE MOTORS · BEARINGS · SCREWS · ENCODERS · 1D FORCE SENSORS JOINTS ROTARY ACTUATORS · FRAMELESS TORQUE MOTORS · HARMONIC + RV REDUCERS · BEARINGS · ENCODERS · TORQUE FORCE SENSORS HANDS · CORELESS MOTORS · PLANETARY REDUCERS · ENCODERS · 6D FORCE SENSORS FEET · 6D FORCE SENSORS
FIG. A — HUMANOID COMPONENT MAPSCROLL →REF: HX-9 PLATFORM
KEY CHINESE SUPPLIERS主要供应商
PERCEPTION

LIDAR: ROBOSENSE, HESAI — AMONG THE WORLD LEADERS.

3D CAMERAS: ORBBEC, LUSTER, TZTEK — >70% OF CHINESE SERVICE ROBOTS.

MACHINE VISION: HIKVISION, LUSTER, TZTEK.

6D FORCE SENSORS: LINK-TOUCH (>70% MARKET SHARE), KUNWEI, SRI.

COMPUTE + AI

BAIDU, ALIBABA, XPENG — TECH AND EV GIANTS HOLD A SIGNIFICANT CHUNK OF DOMESTIC AI HARDWARE AND SOFTWARE.

POWER

CATL, EVE ENERGY, SUNWODA — CHINA’S LEADING BATTERY SECTOR IS WELL-POSITIONED TO MEET DEMAND FOR ROBOT BATTERIES.

ACTUATION

PLANETARY ROLLER SCREWS: HENGLI, BEITI, SEENPIN.

FRAMELESS TORQUE MOTORS: CUBEMARS, LEADSHINE, LEADER HARMONIOUS DRIVE.

CORELESS MOTORS: MOONS’.

HARMONIC REDUCERS: LEADERDRIVE, LAIFUAL.

RV REDUCERS: ZD MOTOR.

SUPPLIER SET INDICATIVE, NOT EXHAUSTIVE. SHARES ARE INDUSTRY ESTIMATES.

XINJIANGXIZANGNEI MONGOLQINGHAIHEILONGJIANGGANSUYUNNANGUANGXIHUNANGUANGDONGJILINSHANDONGJIANGXIHENANLIAONINGSHANXIFUJIANHAINANTAIWAN ] YANGTZE RIVER DELTA [ ] PEARL RIVER DELTA [ Hefei1Nanjing1Wuhu1Wuxi11Shanghai95Hangzhou22Ningbo2Yuhuan1 Guangzhou2Foshan1Dongguan1Shenzhen113 Harbin1Shenyang1Beijing317Tianjin1Jining1Huangshi1Chengdu1Changsha1 [ TOP HUMANOID ROBOTICS FIRMS ]Shanghai:AgiBot, Fourier, Ti5 RobotShenzhen:UBTech, Leju, Engine AI, LimX, PaXini, Astribot, ElephantBeijing:RobotEra, Booster, Galbot, CloudMinds, X-HumanoidHangzhou:Unitree[ TOP INDUSTRIAL ROBOTICS FIRMS ]Shanghai:Shanghai Electric, STEP Electric, Flexiv, JAKANanjing:EstunHangzhou:HikrobotWuhu:Efort IntelligentShenzhen:InovanceFoshan:MideaShenyang:SiasunBeijing:Aubo ROBOTICS FIRMS CLUSTER IN BEIJING, THE YANGTZE RIVER DELTA AND THE PEARL RIVER DELTA KEY HUMANOID ROBOTICS FIRMS KEY INDUSTRIAL ROBOTICS FIRMS [ HUMANOID FIRMS ........ 45 ] [ INDUSTRIAL FIRMS ...... 26 ] [ CITIES MAPPED ......... 20 ] [ LAMBERT CONFORMAL CONIC ] [ SP 25N 47N .. CM 105E ]
FIG. B — ROBOTICS FIRM CLUSTERSSCROLL →REF: MAINLAND CHINA
CONTACT · 联系

CONTACT@LEXCORP.LLC

SPEC SHEETS ON REQUEST.