As the trend of "AI + Consumption" becomes increasingly evident, more and more AI+ application scenarios are appearing in daily life. Intelligent terminals and services are becoming increasingly common. For example, the robots that gained popularity during the "Spring Festival Gala" have set high market expectations for their applications in industrial, fire-fighting, elderly care, and other fields.
Taking Tesla Optimus as an example, robot wires mainly include power cables, servo cables, encoder, and sensor cables, which meet the needs for power and signal transmission for components such as the brain, battery pack, torso, rotary joints, linear joints, and dexterous hands. Because robots need to frequently move, bend joints, or work in special scenarios, robot cables need to not only meet basic power and signal transmission functions but also possess characteristics such as flexibility, wear resistance, high interference resistance, and high-temperature resistance. This ensures that robot cables can maintain stable power connection and signal transmission during high-speed movement and frequent bending. Correspondingly, in addition to basic performance, the materials of robot cables also need to be flexible, wear-resistant, and high-temperature resistant.
Robots adopt an integrated solution, pursuing high light-weight and compact structure, with the hands utilizing light and efficient hollow cup motors and the body using frameless motors to form an integrated joint. Robot wires currently lack standards. For ease of analysis, the basic structure of the robot can be simplified as "torso + 5 active joints (head and limbs)," or it can be seen as "a basic electrical device (torso) connected to five differently shaped mechanical arms (head and limbs)." According to usage characteristics, the cables in a robot can be divided into three categories: power cables needed to connect battery packs, servo cables needed to connect frameless motors, and signal cables needed for encoders and sensors.
Robot cable connections form a complex system with multiple inputs and outputs, high non-linearity, and strong coupling. Besides standard performance, cables laid along the robot or its limbs, moving with the robot, and providing power or transmitting signals, need to be resistant to bending and twisting. They also need to be multi-unit cables composed of more than one set of pairs, triads, quad sets, or more strands twisted into one unit. These cables, in addition to standard performance, also need to meet sheath wear-resistance tests, finished cable twist tests, finished cable cyclic bending tests, and three-dimensional combined twist-bending tests to ensure flexibility.
The market potential for robot cables and materials depends on the market demand for robots. Many experts generally believe it can refer to the market demand for smartphones. Here, we refer to the global smartphone market demand evolution curve and consider the price of robots and product update cycles. We use the number of automobile ownership as the effective purchase demand for a rough estimation. For convenience, we simplify all cable types to RVV, assuming each robot requires a cable length of 16 meters and an ownership of 1.5 billion units over 10 years, corresponding to a total length of approximately 24 million kilometers, resulting in a sheath material weight of about 720,000 tons, indicating a positive outlook.
As a professional cable company, ECHU, leveraging years of technological accumulation and innovation in the cable field, not only provides high-quality connection solutions for robots but has also made outstanding contributions to the development of robot wires. ECHU's robot wire products possess excellent performance such as tensile strength, wear resistance, high-temperature resistance, and interference resistance, ensuring that robots can operate continuously and stably in high-load, high-frequency, and high-temperature working environments. The high-end new materials and advanced processes they use not only improve the overall efficiency of the robots but also ensure the long-term service life and safety of the robots. Additionally, ECHU customizes cable solutions that meet the special working environment requirements of robots according to the needs of different industries, helping customers gain an edge in the wave of intelligent manufacturing.
ECHU's leading advantage in the field of robot cables stems from its continuous innovative technological strength and profound insight into future intelligent applications. As robot technology further develops, ECHU will continue to promote technological innovation in cable products, working with the industry to welcome the arrival of the intelligent era, and contributing more wisdom and strength to the development of the global robot industry.