The robotics industry is developing rapidly, with related companies represented by Yushu Technology, Ubiquitous, and Zhongqing Robotics gradually launching related products with broad growth potential. With the development of the robotics industry, the demand for printed circuit board (PCB) by robots has increased accordingly.

Robot control PCB, robot actuator PCB, related drivers, key modules, and other aspects are expected to drive the incremental demand for PCB. Everbright Securities believes that the robot related PCB market has vast potential and enormous long-term growth potential.

With the continuous expansion of robot application scenarios, from industrial production to daily life services, the requirements for robot performance and functionality are also increasing. This prompts the continuous upgrading of electronic components inside the robot, and the importance of PCB as the carrier of electronic components is self-evident. In the field of industrial robots, higher requirements have been put forward for the reliability, heat dissipation, and other performance of PCB in order to achieve high-precision operation and stable operation. In terms of service-oriented robots, such as household cleaning robots, companion robots, etc., in order to achieve a more compact appearance design and more functional integration, PCB needs to have higher integration and more advanced manufacturing processes.

Many PCB companies have keenly captured this market trend and have increased their research and development investment and production capacity layout in the field of robot related PCB. Some companies enhance their capabilities in high-end PCB manufacturing by introducing advanced production equipment and technical talents to meet the special needs of the robotics industry for PCB. With the continuous expansion of the robot market, it is expected that the robot driven PCB industry will maintain a rapid growth trend in the coming years, injecting new vitality into the development of the entire PCB industry.