Robotics Bottleneck Research机器人瓶颈研究

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Companies公司

What each company sells, the evidence behind its business, and the questions still open.

各公司销售什么、业务有哪些证据，以及哪些问题仍未解决。

Explore companies by the robotics problems they address. Public-company research includes valuation and robotics exposure; private-company research also examines financing terms and the evidence for commercial progress.

Read the product description, commercial evidence, and caveats together. An incomplete evidence panel means the structured review is still open, not that the company has no business. The commercial-evidence guide explains what to check.

For another route through the research, explore business models and dependencies.

按公司解决的机器人问题浏览研究。上市公司研究涵盖估值与机器人敞口；非上市公司研究还考察融资条款与商业进展证据。

请结合产品描述、商业证据与风险提示阅读。证据面板未完成表示结构化评审仍未结束，不代表公司没有业务。商业证据指南说明应核查的事项。

也可以沿商业模式与依赖关系浏览研究。

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Chain position产业链位置

Contents目录

companies/
├── public/ Listed companies, rankable on price against value.上市公司，可按价格对价值排名。
│ ├── aerovironment Uncrewed aircraft, loitering munitions, counter-UAS systems and mission software.无人机、巡飞弹药、反无人机系统与任务软件。
│ ├── ambarella Low-power vision and AI systems-on-chip for drones, robots, cameras and vehicles.面向无人机、机器人、摄像头与车辆的低功耗视觉与 AI 片上系统。
│ ├── amprius High-energy-density silicon-anode cells.高能量密度硅负极电芯。
│ ├── catl Cells, battery management systems and mobile power solutions for robots.电芯、电池管理系统与机器人移动电源方案。
│ ├── cognex Edge-AI vision, inspection, barcode reading and robot guidance.边缘 AI 视觉、检测、读码与机器人引导。
│ ├── delta-electronics Power electronics and an industrial-automation platform (servo drives, motion controllers, industrial PCs, machine vision, and from 2026 humanoid joint modules) inside a company now driven overwhelmingly by AI data-center power; Q2 2026 net profit +80% YoY on record AI-server demand.电力电子与工业自动化平台（伺服驱动、运动控制器、工业电脑、机器视觉，2026 年起加入人形机器人关节模组），但公司整体已由 AI 数据中心电源业务主导；FY2026 第二季净利同比 +80%，创 AI 服务器需求纪录。
│ ├── doosan-robotics Collaborative robot arms and North American end-of-line automation via the 2025 ONExia acquisition. Q2 2026 revenue +290% YoY to KRW 17.67bn; still deeply loss-making, with the stock down roughly 55-60% from its June 2026 peak.协作机器人手臂，以及通过 2025 年收购 ONExia 获得的北美产线末端（EOL）自动化业务。2026 年二季度收入同比 +290% 至 176.7 亿韩元；仍处于严重亏损状态，股价较 2026 年 6 月高点回落约 55-60%。
│ ├── ehang Autonomous passenger-grade aerial vehicles and an operations platform.自动驾驶载人级航空器与运营平台。
│ ├── estun Servo, motion control, industrial robots and workcells, vertically integrated across body and components.伺服、运动控制、工业机器人与工作站；本体与零部件垂直整合。
Proposed for拟并入

Contents目录

companies/candidates/
├── boston-dynamics PROV待定 Humanoid and mobile robot platforms: Atlas, the Spot quadruped and the Stretch case-handling robot.人形与移动机器人平台——Atlas 人形、Spot 四足与 Stretch 拆箱搬运机器人。
├── churchill-capital-xi PROV待定 A blank-cheque special purpose acquisition company with a USD 414m trust, counterparty to the announced Agility Robotics business combination.一家空白支票特殊目的收购公司，信托资金 4.14 亿美元，是已公告的 Agility Robotics 合并交易的交易对手。
├── clobot PROV待定 KOSDAQ-listed (466100) Korean robotics-integration and fleet-management software company (CHAMELEON platform) that IPO'd in October 2024 and, in June 2026, signed a KRW68.5bn (~$44.6m) deal to acquire Doosan Group's logistics-automation subsidiary Doosan Logistics Solutions, financed by a roughly KRW200bn (~$135m) shareholder rights offering.KOSDAQ 上市公司（股票代码 466100），韩国机器人集成与车队管理软件公司（CHAMELEON 平台），2024 年 10 月完成 IPO；2026 年 6 月签署协议，以约 685 亿韩元（约 4460 万美元）收购斗山集团旗下物流自动化子公司斗山物流解决方案（Doosan Logistics Solutions），收购资金通过约 2000 亿韩元（约 1.35 亿美元）的股东配股增资筹措。
├── dexmal-yuanli-lingji PROV待定 The Dexbotic VLA toolkit and DOS-W1 robot hardware, both open-sourced, and co-operation of RoboChallenge, a large-scale real-robot evaluation benchmark, with Hugging Face.开源的 Dexbotic VLA 工具链与 DOS-W1 机器人本体，并与 Hugging Face 共同运营大规模真机评测基准 RoboChallenge。
├── eys3d-microelectronics PROV待定 3D stereo-depth camera modules and multi-sensor controller ICs (eSP936, YX9170, YX9670) for AMRs, service robots and unmanned vehicles, plus a jointly-branded 'Robotics Subsystem Platform' (AMR01C/AMR01M) combining eYs3D sensing with parent Etron Technology's XINK edge-compute boards -- unveiled at CES 2026 with no disclosed revenue, customer, or shipment figures.面向 AMR、服务机器人与无人载具的 3D 立体深度摄像模组与多传感器控制器芯片（eSP936、YX9170、YX9670），并与母公司钰创科技联合推出“机器人子系统平台”（AMR01C / AMR01M），整合 eYs3D 感知模组与钰创 XINK 边缘运算板卡——于 CES 2026 首度发布，未披露任何营收、客户或出货数字。
├── gelsight PROV待定 Visuotactile sensing: elastomer-and-camera tactile sensors, including a compact rugged digital fingertip delivering real-time 3D touch and force data to robotic grippers.视触觉传感——弹性体加相机的触觉传感器，包括可为机器人夹爪提供实时三维触觉与力数据的紧凑型坚固“数字指尖”。
├── hanwei-technology PROV待定 Gas sensing, smart instrumentation and IoT monitoring solutions, plus a 56.48%-held subsidiary, Suzhou Nesta, that makes flexible tactile sensors and electronic skin from graphene and carbon-nanotube piezoresistive materials.气体传感、智能仪表与物联网监测解决方案；并持有苏州能斯达 56.48% 股权，该子公司以石墨烯与碳纳米管压阻材料生产柔性触觉传感器与电子皮肤。
├── hikrobot PROV待定 Industrial machine vision, code reading and autonomous mobile robots for intralogistics. Carved out of Hikvision and filed for a standalone ChiNext listing.工业机器视觉、读码与厂内物流自主移动机器人（AMR）。自海康威视分拆，已申报创业板独立上市。
├── hon-hai PROV待定 Two separate, primary-sourced robotics threads inside the Taiwan-listed EMS parent: industrial humanoid robots co-developed with NVIDIA (Isaac GR00T/FoundationPose/Jetson Thor) for pick-and-place, screw fastening and material handling on Foxconn's own lines, unveiled at GTC 2026; and Nurabot, a hospital nursing-logistics robot built with Kawasaki and deployed across named Taiwan hospitals, disclosed as freeing nurses 2-3 hours/day. Neither thread discloses revenue, unit counts, or reliability figures.台湾上市 EMS 母公司内部有两条各自独立、均有一手信源的机器人业务线：与 NVIDIA 联合开发的工业人形机器人（Isaac GR00T / FoundationPose / Jetson Thor），用于自家产线的抓取放置、锁螺丝与物料搬运，已于 2026 年 GTC 首度公开；以及与川崎重工合作、部署于台湾多家具名医院的护理物流机器人 Nurabot，官方披露可为护理人员每日节省 2-3 小时。两条业务线均未披露营收、部署台数或可靠性数字。
├── humanoid-uk PROV待定 Industrial humanoid robots, initially wheeled units for box handling. Bosch, through Robert Bosch Robotics GmbH, is the contract manufacturer.工业人形机器人，首批为用于纸箱搬运的轮式机型。博世（Robert Bosch Robotics GmbH）为其代工制造商。