Aluminum alloys stand out in the competition due to their superior physical characteristics. With a density only one-third that of steel, optimized alloys can achieve a specific strength of up to 200 MPa/(g/cm³). Leading products such as Tesla’s Optimus-Gen2 use aluminum-magnesium alloys to achieve a 15% weight reduction, while Boston Dynamics’ Atlas employs high-strength aluminum for impact-resistant joints. Ubtech’s Walker X leverages aluminum’s thermal conductivity for efficient heat dissipation systems.
Innovations across the supply chain are flourishing. Lizhong Group’s 7xxx-series aluminum alloy, with a yield strength of 580 MPa, is already being used in bionic joint modules. Wencan’s 9800T die-casting production line has reduced frame manufacturing cycles by 75%. Nanshan Aluminum’s nano-composite materials effectively address motor heat dissipation challenges. These breakthroughs have increased aluminum usage per unit from 20 kg to 28 kg, with premium product markups rising to 35%.
Policy support continues to strengthen. The Guidelines for Innovative Development of the Humanoid Robot Industry lists aluminum precision forming as a key research project, while Shanghai has established a ¥2 billion special fund for material R&D. A collaboration between Harbin Institute of Technology and Chinalco has developed a bionic honeycomb structure that reduces weight by 30% while increasing stiffness by 40%, with industrialization imminent.
Market prospects are vast. Projections indicate global demand will reach 100,000–125,000 tons by 2030, with a market value of approximately ¥18 billion and a compound annual growth rate of 45%. High-end aluminum prices have already exceeded ¥80,000 per ton, significantly surpassing standard industrial grades. China is expected to capture 40%–50% of the global market share, with domestic companies’ breakthroughs in precision processing becoming a key competitive advantage.
As technological advancements and economies of scale take effect, aluminum is transitioning from traditional manufacturing to high-value applications. Driven by policy, technology, and market demand, this lightweight solution will continue to empower the high-quality development of the humanoid robot industry.
Source: Sina Finance
