Publish Time: 2025-07-02 Origin: Site
The humanoid robot industry is undergoing a pivotal transition—from proof-of-concept in laboratories to real-world deployment. As AI and advanced manufacturing technologies converge, the challenge lies in enabling robots with greater mobility, longer battery life, lower energy consumption, and higher cost-efficiency. Among all technical considerations, lightweight design is emerging not as a bonus, but as a critical determinant of product competitiveness. Material innovations—especially the rise of carbon fiber composites—are proving to be key enablers in pushing the industry toward commercialization.
As the demand for lightweight performance grows, ORINKO (688219.SH), a leading polymer material solutions provider in China, is leveraging its strong technological foundation and deep industry insight to comprehensively enter the core structural field of humanoid robotics. ORINKO has built a system of integrated materials solutions across seven major application sectors, laying a solid foundation for developing high-performance and highly reliable bionic structures.
Targeting the core design and performance needs of humanoid robots, ORINKO has developed material solutions tailored to seven critical structural and functional areas:
Shell, Structural Parts, Motors, Joints, Sleeves & Folding Components, Battery Units, and Skin & Hands—all centered on high performance and lightweight design.
Robot shells must be aesthetically appealing while meeting stringent requirements in strength, chemical resistance, and weight. ORINKO offers lightweight plastic materials such as PC/ABS and ABS, with customizable gloss finishes to meet diverse design needs.
In addition, ORINKO’s injection mold–ready, paint-free materials integrate mold-flow simulation, formulation design, aesthetic effects, and on-site process control, enabling complete paint-free solutions.
Its proprietary PC ternary alloy stands out for its chemical resistance, dimensional stability, wide processing window, and low residual stress—ideal for use in demanding environments, expanding the applicability of humanoid robots.
Structural components are the “skeleton” of humanoid robots. ORINKO focuses on carbon fiber–reinforced nylon composites to achieve a balance between lightweight design and mechanical strength—enabling “plastic to replace metal” in support arms and frames. These materials offer high tensile strength, stiffness, and resistance to oil, wear, and chemicals, ensuring long-term durability under dynamic loads.
Joints must endure frequent friction and heavy loads. ORINKO’s PEEK and modified PEEK materials offer high stiffness, excellent wear resistance, and significant weight reduction compared to metal. These features ensure joint precision, extend service life, and reduce maintenance costs under harsh operating conditions.
Motors, as power sources, operate in high-heat environments. ORINKO’s PA/GF materials withstand motor heat generation while meeting strict flame-retardant standards. They deliver both thermal stability and safety performance, supporting reliable, efficient motor operation with excellent mechanical strength.
Sleeves and folding parts are vital for flexible and accurate robotic movement. ORINKO’s POM materials provide self-lubricating properties and superior wear resistance. Their high modulus and dimensional stability ensure precision and long-term reliability under repeated motion, reducing maintenance costs and enhancing lifecycle performance.
For robotic skin and hands—key to human-robot interaction—ORINKO offers TPE materials with soft-touch surfaces and high durability. These materials simulate human tactile feedback while meeting safety requirements, improving human interaction comfort and robot adaptability in real-world scenarios.
Global investment in humanoid robotics is accelerating. Morgan Stanley identifies humanoid robots as a key tech theme of the coming decade. Markets and Markets projects growth from $1.8 billion in 2023 to $13.8 billion by 2028, while Goldman Sachs forecasts a market size of $154 billion by 2035. With strong manufacturing capabilities, AI development, and policy support, China is emerging as a central player in the global robotics supply chain. The rapid iteration of products like Tesla Optimus, Xiaomi CyberOne, and UBTECH Walker X marks a new era of commercialization.
Within this context, lightweight materials are not merely supporting technologies—they are foundational drivers of product performance, cost reduction, and market scalability. Their strategic value is closely tied to the industry’s rapid expansion.
As humanoid robots move toward commercial maturity, upstream materials and components are entering a phase of accelerated development. ORINKO has recognized the pivotal role of advanced materials and invested accordingly, establishing a multi-tiered R&D system, strategic SEI investments for vertical integration, and industry-academia partnerships.
Its comprehensive seven-sector solution matrix—especially in carbon fiber composite structural parts—directly addresses core pain points in lightweighting and performance enhancement. As industries like humanoid robotics, low-altitude economy, and AI-driven data centers embrace “plastic over metal”, ORINKO is well-positioned at the convergence of new industrial trends.
With a robust product portfolio, strong client base, and deep R&D capabilities, ORINKO is building a sustainable technical moat in the next era of intelligent manufacturing.
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