The demand for precision reducers in humanoid robots will experience explosive growth after 2025.

Precision reducers are a special type of reducer device, featuring a large transmission ratio, wide range, high precision, small backlash, large load capacity, high efficiency, and small size. They are mainly used in high-precision scenarios such as industrial robots, machine tools, and aerospace.

Precision reducers for humanoid robots refer to precision reducer products specifically designed for humanoid robots. The special requirements of humanoid robots to imitate human joint movements make traditional precision reducers for industrial robots unable to meet the demands. Precision reducers for humanoid robots need to be developed specifically based on the product requirements of customers.

Precision reducers for humanoid robots are an important component of humanoid robots. They play a crucial role in improving the robot's motion performance, stability, and load capacity, as well as ensuring the stable operation of the robot. Developed countries such as Europe, America, and Japan have earlier layouts in the humanoid robot industry.

According to the "2024-2029 China Humanoid Robot Precision Reducer Industry Market Deep Research and Development Prospect Report" released by NewSight Industry Research Center, some humanoid robot products have been launched abroad, and the production of related components such as precision reducers for humanoid robots has been industrialized. The production capacity of precision reducers for humanoid robots abroad has exceeded 200,000 units.

However, compared with foreign countries, China's layout in humanoid robots is relatively late, with low technological maturity and relatively less research and development and production experience. Humanoid robot products in China are still in the research and development and prototype testing stages, mainly focusing on prototype production, resulting in relatively limited demand for precision reducers for humanoid robots domestically. Additionally, due to the high industry barriers for precision reducers used in humanoid robots, there are few domestic enterprises engaged in the research and development and production of such reducers, leading to a relatively small domestic production capacity for precision reducers for humanoid robots.

Although domestic humanoid robot manufacturers started a bit later, they have developed rapidly in recent years. Companies such as UBTECH Robotics, CloudMinds Robotics, Fourier Intelligence, Unitree Robotics, and Zyrobotics have successively launched humanoid robot prototypes or concept products. In October 2023, the Ministry of Industry and Information Technology of China released the "Guiding Opinions on the Innovative Development of Humanoid Robots", proposing that the future development goals of the humanoid robot industry are "to reach the international advanced level in whole machine products by 2025 and achieve batch production" and "by 2027, the technological innovation capabilities of humanoid robots will be significantly enhanced, a safe and reliable industrial chain and supply chain system will be formed, an internationally competitive industrial ecosystem will be constructed, and the overall strength will reach the world's advanced level".

In the future, with the continuous aging of the population and the rising labor costs, the application of humanoid robots in fields such as healthcare, care, and logistics will become increasingly widespread. Coupled with the continuous increase in support from the national policy level for the humanoid robot industry, it is expected that the humanoid robot industry in China will achieve rapid development in 2025 and beyond. As a key component of humanoid robots, the demand for precision reducers for humanoid robots will experience explosive growth along with the expansion of the humanoid robot market.