Prospects for the use of NdFeB materials: helping the humanoid robot industry usher in an explosion

1. Characteristics and application of NdFeB materials

As the third-generation rare earth permanent magnet material, NdFeB has the characteristics of small size, light weight and strong magnetism, and is known as the "magnet king" in the industry. Its excellent performance makes it play a key role in the production process of 3C consumer electronics, home appliances, new energy vehicles and wind power industries.

In the field of humanoid robots, NdFeB is mainly used in the manufacture of servo motors. The servo motor is the core component to realize the precise control and efficient operation of the robot, and the high-performance NdFeB material is the key to realize the high performance of the motor.

2. The value of NdFeB materials in humanoid robots

According to our calculations, assuming that the price of high-performance NdFeB for robot servo motors is 500,000 yuan/ton, then under optimistic circumstances, the demand for high-performance NdFeB in the global robot industry in 2025 will be 61,000 tons, and the market size will be 305 billion.

At the same time, we noticed that only a few manufacturers in China have the ability to produce high-performance NdFeB permanent magnet materials. High-performance NdFeB permanent magnet materials have high manufacturing process barriers, customer certification barriers, capital barriers and patent barriers, which make them have high industry certainty.

More importantly, Tesla's humanoid robot consumption is 1.75 times that of new energy vehicles. Combined with the total number of humanoid robots and the permanent magnet consumption of a single robot, the total consumption of NdFeB permanent magnets in humanoid robots will reach that of new energy vehicles. 442 times. This will make the NdFeB industry usher in an opportunity for revaluation.

3. Future Outlook

Musk is very optimistic about the future demand for humanoid robots, which he predicts may reach 10 billion units. If the ratio of the number of people and robots is 2:1, the demand for robots will far exceed that for cars, which means that the application prospects of NdFeB materials in the field of humanoid robots are very broad.

In summary, the application of NdFeB materials in the field of humanoid robots will help the development of the industry. Its unique performance advantages and established industry status will provide a solid foundation for the wide application of NdFeB materials in the field of humanoid robots. With the continuous advancement of humanoid robot technology and the continuous expansion of the market, we have reason to believe that the future of NdFeB materials will be full of infinite possibilities.

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