人形机器人产业的热度持续攀升，整机形态、运动控制与智能交互不断取得进展。然而，当机器人加速走向工业制造等实际应用环境，复杂工况下的运行稳定性、核心部件的使用寿命、运动精度与制造成本，都将影响技术成果能否转化为真正的应用价值。对于产业链企业而言，这意味着竞争的考验正在向硬件性能与工程化能力延伸。在2026中国国际工业博览会上，尼得科集团首次以One Nidec一体框架亮相，以尼得科传动技术为核心，联合多家集团公司，集中展示面向人形机器人及工业机器人的全矩阵产品。
The humanoid robot industry's heat continues rising, with whole-machine form, motion control, and intelligent interaction making continuous progress. However, as robots accelerate toward real application environments like industrial manufacturing, operational stability under complex conditions, core component lifespan, motion precision, and manufacturing cost will all affect whether technological achievements can convert into real application value. For supply chain enterprises, this means competition is extending toward hardware performance and engineering capability. At the 2026 China International Industry Fair, Nidec Group appeared for the first time under the "One Nidec" integrated framework, with Nidec Drive Technology as the core, joining multiple group companies to collectively display full-matrix products for humanoid and industrial robots.
尼得科集团中国区销售公司董事长前原政树在与中国工控网的交流中直言，尼得科此次参展不仅是为了展示产品，更是为了与现场的专业客户深入交流，听取需求，以开发更契合中国市场的产品。摩根士丹利将2026年中国人形机器人全年出货量预测上调至5万台，并将2030年的年度出货量预测上调至44.6万台。市场研究机构Smart Analytics Global数据显示，2026年上半年全球人形机器人出货量约1.91万台，同比增长272%，中国厂商出货量占全球市场的90%以上。前原政树表示，中国在人形机器人领域发展迅速，在人才、数据、电力供给及商业化应用等方面具有优势。对于零部件厂商而言，这意味着更密集的产品测试机会，也意味着必须更快响应客户需求。
Nidec Group China Sales Company Chairman Masaki Maehara said directly in an exchange with China Gongkong Network that Nidec's participation is not just to display products but to deeply exchange with on-site professional customers, hear needs, and develop products better suited to the Chinese market. Morgan Stanley raised its 2026 China humanoid robot full-year shipment forecast to 50,000 units and its 2030 annual shipment forecast to 446,000 units. Smart Analytics Global data shows 2026 first-half global humanoid robot shipments of about 19,100 units, up 272% year-over-year, with Chinese manufacturers accounting for over 90% of global shipments. Maehara said China is developing rapidly in humanoid robots, with advantages in talent, data, power supply, and commercial applications. For component manufacturers, this means denser product testing opportunities and the need to respond faster to customer needs.
但繁荣之下，结构性矛盾同样尖锐。前原政树谈到，当前人形机器人的大脑迭代速度远超身体。AI软件层面的进展日新月异，而硬件零部件在耐久性、精度和可靠性方面仍存在短板，硬件基础薄弱依然是横亘在规模化应用前的关键障碍。根据BIS Research相关统计，人形机器人零部件BOM成本中，执行器占比为31%，传感器占比为21%，是人形机器人核心硬件中值得重点关注的环节。因此，如何在有限空间内兼顾高输出、精度、散热与耐久性，并控制制造成本，成为零部件企业建立竞争力的重要课题。尼得科的切入点，正是将长期积累的精密制造技术整合起来，向更高集成度的关节驱动方案延伸。
But beneath prosperity, structural contradictions are equally sharp. Maehara said humanoid robots' brains iterate far faster than their bodies. AI software advances rapidly, while hardware components still have shortcomings in durability, precision, and reliability; weak hardware foundations remain a key obstacle before scaled application. According to BIS Research statistics, in humanoid robot component BOM costs, actuators account for 31% and sensors 21%—core hardware links worth focused attention. Therefore, how to balance high output, precision, heat dissipation, and durability in limited space while controlling manufacturing cost has become an important task for component enterprises building competitiveness. Nidec's entry point is precisely integrating long-accumulated precision manufacturing technology and extending toward higher-integration joint drive solutions.
尼得科布局人形机器人，依托的是五十余年精密制造积累形成的技术协同能力。前原政树介绍，尼得科以小型精密马达起家，业务覆盖电机、减速机、传感器、光学镜头和机床等领域。其技术积累也延伸至生产设备与制造工艺。通过自主开发生产设备、优化线圈绕制等工艺，尼得科能够在产品设计与制造环节同步调整，在性能、精度和成本之间寻求更好的平衡。在精密减速机这一核心品类上，尼得科的优势尤为突出。据日本富士经济调查数据，2025年其精密控制减速机全球市场份额达27.9%，位居第一。面向不同的传动需求，尼得科布局了行星、谐波和摆线三类减速机。
Nidec's humanoid robot布局 relies on technical synergy formed through over 50 years of precision manufacturing accumulation. Maehara introduced that Nidec started with small precision motors, with business covering motors, reducers, sensors, optical lenses, and machine tools. Its technical accumulation extends to production equipment and manufacturing processes. By independently developing production equipment and optimizing coil winding processes, Nidec can synchronously adjust product design and manufacturing, seeking better balance among performance, precision, and cost. In the core category of precision reducers, Nidec's advantage is particularly prominent. According to Japan's Fuji Keizai survey data, its precision control reducer global market share reached 27.9% in 2025, ranking first. For different transmission needs, Nidec布局 planetary, harmonic, and cycloidal reducers.
电机产品则针对关节空间与输出需求进行细分。面向小臂、手腕等部位，尼得科提供兼顾小型化与高扭矩的有芯电机；面向手指、手掌等空间受限部位，则布局外径约8至16毫米、最小重量约9克的无槽电机。本届工博会，尼得科希望向中国市场传递的重点，还在于核心部件的模组化与一体化集成。以RC Module为例，该产品将电机、齿轮和驱动器集成为一体化模组，其循环寿命可达60万次。前原政树表示，尼得科将围绕执行器性能提升、智能功能开发和实际应用验证，重点推进三方面工作。一是开发高功能、高性能执行器，二是推进智能执行器开发，通过采集和分析运行数据，实现故障预测等功能，三是推动人形机器人在自有工厂的实际部署与应用。
Motor products are segmented by joint space and output needs. For forearms and wrists, Nidec provides cored motors balancing miniaturization and high torque; for space-constrained parts like fingers and palms, it布局 slotless motors with outer diameters of about 8 to 16 mm and minimum weight of about 9 grams. At this Industry Fair, Nidec's key message to the Chinese market also lies in modularization and integrated assembly of core components. Taking RC Module as an example, the product integrates motor, gears, and driver into an integrated module with cycle life up to 600,000 times. Maehara said Nidec will focus on three areas—developing high-function, high-performance actuators; advancing intelligent actuator development through collecting and analyzing operational data for fault prediction; and promoting humanoid robot deployment in its own factories.
前原政树特别强调了自研自产带来的成本与品质双重优势。以电机为例，尼得科擅长高密度、高满槽率线圈绕制，相关绕线设备也由集团内部自主开发。相较于部分依赖外部采购的模式，这种制造能力有助于更好地控制产品质量与成本。中国市场的发展速度，是前原政树谈得最多的话题。中国市场销售额约占尼得科集团总营收的20%，中国研发、生产和销售据点的规模则已占集团整体的三分之一以上。前原政树谈到，尼得科正利用中国本土的研发、生产和销售资源，更直接地获取客户反馈，并将需求纳入产品开发过程。他判断，如果尼得科不能在中国市场以One Nidec的形式取得成功，那么在全球范围内也难以获得理想的市场份额。
Maehara particularly emphasized the dual cost and quality advantages brought by in-house R&D and production. Taking motors as an example, Nidec excels at high-density, high-slot-fill coil winding, with related winding equipment also independently developed within the group. Compared with models relying partly on external procurement, this manufacturing capability helps better control product quality and cost. China market development speed is the topic Maehara discussed most. China market sales account for about 20% of Nidec Group's total revenue, while China R&D, production, and sales sites account for over one-third of the group total. Maehara said Nidec is using local Chinese R&D, production, and sales resources to more directly obtain customer feedback and incorporate needs into product development. He judges that if Nidec cannot succeed in the Chinese market in One Nidec form, it will struggle to gain ideal global market share.
尼得科这个案例，和前面讨论的雷赛智能、法奥机器人、震裕科技是同一个产业链位置的不同样本。前面讨论过雷赛智能已进入80%以上人形机器人整机厂家供应体系，也讨论过法奥机器人连融两轮近10亿元做工业级人形力控臂，还讨论过震裕科技靠工艺优化、产线自动化、规模化效应降本。这些公司分处减速机、电机、结构件、力控臂等不同环节，但它们的共同点是，整机厂的大脑迭代再快，硬件零部件的耐久性、精度、可靠性仍然是规模化应用的瓶颈。尼得科前原政树说的那句话，人形机器人的大脑迭代速度远超身体，是对这个瓶颈最直接的概括。尼得科的策略是用五十年的精密制造积累，把减速机、电机、传感器这些核心部件做到极致，再通过One Nidec的框架整合起来，给整机厂提供模组化方案。这条路能不能走通，取决于人形机器人整机放量的节奏，也取决于尼得科在中国市场的本土化能不能跟上中国客户的速度。
Nidec's case is a different sample at the same supply chain position as the previously discussed Leisai Intelligence, Fa'ao Robotics, and Zhenyu Technology. Earlier we discussed Leisai Intelligence entering over 80% of humanoid robot complete machine manufacturers' supply systems, Fa'ao Robotics raising nearly 1 billion yuan in two rounds for industrial-grade humanoid force-controlled arms, and Zhenyu Technology reducing costs through process optimization, production line automation, and scale effects. These companies sit in different links—reducers, motors, structural parts, force-controlled arms—but their common point is that no matter how fast complete machine makers' brains iterate, hardware components' durability, precision, and reliability remain bottlenecks for scaled application. Nidec's Maehara statement that humanoid robots' brains iterate far faster than their bodies is the most direct summary of this bottleneck. Nidec's strategy is to use 50 years of precision manufacturing accumulation to perfect core components including reducers, motors, and sensors, then integrate them through the One Nidec framework to provide modular solutions to complete machine makers. Whether this path works depends on humanoid robot complete machine volume rhythm and whether Nidec's China localization can keep up with Chinese customers' speed.
