Industrial chain · Embodied intelligence
Understand the competition among joint module suppliers from the perspective of technical routes, system integration and mass production consistency.
The joint module connects transmission, drive, control and structural design, directly affecting the movement performance, reliability and cost of the entire machine. M2's "White Paper on Global and Chinese Humanoid Robot Joint Module Market Development in 2026" discusses the position of joint modules in the industrial value chain, as well as the evolution of technology routes and supply chains.
Match technical routes by function
The technical route should be selected according to joint function.Precision movements of the upper body, highly dynamic movements of the lower limbs, and cost-sensitive scenarios have different requirements on joints. Solutions such as harmonic, quasi-direct drive and planetary systems each have their own applicable limits, and the entire machine usually needs to be used in combination.
Assess scale manufacturing capabilities
In addition to performance indicators, industrialization must also be evaluated.Whether modules can be delivered stably in batches depends on design manufacturability, yield, consistency, quality traceability and after-sales capabilities. The peak performance of a single prototype cannot replace mass production verification.
Observe supply chain division of labor
Supplier roles are likely to continue to change.When the scale of the whole machine expands, module manufacturers need to move from single parts supply to system collaborative design. Dexterous hands impose new size, accuracy, and cost constraints on micro-joints, and it is worth establishing a separate verification path.