At present, the humanoid robot industry has received a lot of attention. Driven by new demands mainly for smart cars and humanoid robots, the ball screw industry has grown from 17.3 billion yuan (2023) to 74.7 billion yuan (2030). The industry chain has huge flexibility.
The humanoid robot screw is a precision transmission component that converts rotational motion into linear motion. Planetary roller screws have the best performance. According to different structures, screws can be divided into trapezoidal screws, ball screws and planetary roller screws. Planetary roller screws are the subcategory with the best performance among all categories of screws.
Classified by value and competition pattern, trapezoidal screws and C7-C10 grade ball screws are mid- to low-end screws, with low product prices and mature domestic supply. C3-C5 grade planetary roller screws and ball screws are mid-to-high-end screws, with a localization rate of less than 30%. C0-C3 level planetary roller screws and ball screws are high-end screws that are difficult to manufacture, have a long product certification cycle, and have the highest value. Only a few domestic manufacturers can supply them, and the localization rate is about 5%.
1) New demands such as smart cars and humanoid robots are expected to drive the domestic screw market size from 17.3 billion yuan (2023) to 74.7 billion yuan (2030).
① The intelligent upgrade of automobiles will drive the automotive screw market to grow from 7.6 billion yuan in 2023 to 38.9 billion yuan in 2030.
② When the output of Tesla humanoid robots reaches 1 million units, the planetary roller screw market will increase by 16.2 billion yuan. The increase in output will drive the demand for planetary roller screws to continue to grow.
③ The high-end upgrade of domestic machine tools will promote the scale of ball screws for machine tools to increase from 9.7 billion yuan in 2023 to 19.1 billion yuan in 2030.
④The trend of electric energy-saving in engineering machinery promotes the replacement of hydraulics by planetary roller screws, and the demand for high-end screws in high-precision markets such as aerospace and semiconductors increases.
In addition, the screw industry capital expenditure increase, the upstream equipment manufacturers ushered in growth opportunities. In the screw industry ushered in a large-scale expansion of production demand, imported equipment capacity shortage in the background, the domestic front-channel equipment business revenue growth is expected to improve, after the process of domestic substitution of equipment is expected to accelerate.
Post time: Feb-28-2024
