Robot 6S store opens: Commercial icebreaker drives development of domestic components (2025-07-30)

1. What is a 6S store: It has two more cores than 4S and reconstructs the commercialization model

• Sale: The whole machine is sold in stock, covering multiple categories such as humanoid, industrial, and service.
• Sparepart (spare parts): Built-in robot parts supermarket, gathering servo motors, reducers, sensors and other core components
• Service: Repair, maintenance, technical training, system upgrades
• Survey (feedback): Real-time collection of scene data to feed back R&D iterations
• Lease: Daily rent starts from 1,000 yuan, lowering the threshold for enterprise/personal use
• Customized: Just like building a computer, you can match hardware and develop functions as needed.Guangdong Provincial Department of Science and Technology

Core Values: Three major ice-breaking effects

1. Lower the threshold：Leasing + customized solution Unaffordable, incompetent to use, mismatched pain points, accelerating penetration from B-side to C-side
2. Scenario verification: Built-in application verification center to simulate real working conditions and test stability to avoid easy use in the laboratory and failure in the field
3. Industrial collaboration: 26 leading companies signed a contract to jointly build it, and 200+ industrial chain companies intend to move in to promote standard unification and scale-up.

2. Demand for components: core components explode, domestic substitution accelerates

1. Demand for three core components surges

• Reducer (cost accounted for 30%-35%)
  Harmonic/RV reducer for robot joint, 6S shop repair + customized two-wheel drive needs.Green harmonic, double-ring transmissionDomestic precision has reached international level, and the localization rate of harmonics is about 70%.
• Servo system (cost accounted for 20%-25%)
  Servo motor + driver + encoder determines movement accuracy.Huichuan, EstonThe penetration rate of domestic solutions in industrial scenarios reaches 76%.
• Sensors (10%-15% cost)
  The demand for vision, force control, radar, and inertial measurement units (IMU) is exploding.DomesticSix-dimensional force sensorThe price dropped from 15,000 yuan to less than 5,000 yuan, and replacement accelerated.

2. Electronic components benefit from all aspects

• Main control chip: Increased usage of RISC-V architecture MCUs and AI acceleration chips (such as Guoke Micro GK7203V1)
• Power / Analog: Demand for automotive-grade PMICs, high-reliability LDOs, and isolation chips is growing
• Connectors / structural parts: The localization rate of high-seismic, small-volume connectors exceeds 95%
• battery: The demand for customized lithium batteries with high energy density and high rate discharge is rising.

3. How 6S stores empower domestic components

• display window：Parts Supermarket becomes the official experience platform for domestic devices
• Batch verification: Maintenance + customization brings small batches and multi-batch trial orders, rapid iteration and reliability
• cost advantage: Domestic devices are generally 20%-40% lower than imported ones, suitable for the inclusive positioning of 6S stores
• supply chain security: Amid geopolitical risks, complete machine manufacturers give priority to importing domestic products to reduce the risk of supply interruption.

3. Industrial structure: China’s robot commercialization enters the global battle for position

1. China’s advantages are highlighted

• The most complete supply chain: The localization rate of core components exceeds 70%, and that of humanoid robots reaches 85%-90%
• The richest scenes: Diversified implementation of industry, services, medical care, health care, and family
• The most innovative model: 6S store defines global service standards, with orders reaching 2 million yuan on the first day of opening

2. Global competitive focus

• technology: Motion control, AI large model, force control perception, bionic joints
• Cost: The number of domestically produced humanoid robots has dropped from 700,000 to 200,000, approaching the critical point of commercialization of US$30,000.
• ecology：Complete machine-components-algorithm-service full chain collaboration, Shenzhen forms a 1-hour industrial circle

4. Industry Trends and Opportunities

1. Commercialization acceleration: Rental/RaaS model has become mainstream, and 2025 is regarded as the first year of mass production of humanoid robots
2. Golden period of components: The market for core robot components will grow by 40%+ annually in the next three years, and the share of domestic products will continue to increase.
3. Technology integration: RISC-V, SiC power devices, advanced sensor deep integration
4. Standard establishment: 6S stores promote standardization of interfaces, communications, security and reliability

5. Summary