Humanoid Robot Manufacturers Face Profit Challenges Amid Shift to Dexterous Hands
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- leaderobot.com
Humanoid robot manufacturers are struggling with profitability as they face high costs and low margins. A humanoid robot priced at 85,000 yuan typically yields a gross margin of around 10%, with some companies like Yushu Technology projecting a rise to 60.13% by 2025, despite risks from price wars.
The cost of dexterous hands, which accounts for 10% to 15% of the overall robot cost, is decreasing rapidly, dropping from 100,000 yuan to below 10,000 yuan. This decline is attributed to economies of scale in the supply chain, contrasting with the slower price reductions for complete robots due to brand premiums and service costs.
Market growth for dexterous hands is significant, with sales expected to reach approximately 19,200 units in China by 2025, a 236.84% increase year-on-year. By 2030, sales could exceed 430,000 units, indicating a much faster growth rate compared to complete humanoid robots. The future will reveal whether manufacturers will develop their own dexterous hands to reclaim profits or continue sourcing from suppliers.
Original report
Humanoid Robot Manufacturers Struggle for Profit as Focus Shifts to Dexterous Hands
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