TSL plans to carry out large-scale data training in the fourth quarter of this year and achieve the official operation of robot restaurants. This initiative marks the expansion of robotic technology from the industrial sector to social scenarios, aiming to achieve efficient human-machine collaboration. This progress is attributed to breakthroughs in the integration Algorithm of large and small brains, employing a "humanoid data training approach" to support scenario upgrades and test the "zero data migration" model.

In the GEN3 technological revolution, linear actuators are the key objects of upgrade. The new generation of actuators pursues a more compact design while maintaining the same thrust. This means that the screw diameter will be reduced, the length-to-diameter ratio will increase, and the precision will be improved from C5 level to C3 level. To achieve this goal, the production process needs to shift from pure hard turning to a combination of hard turning and fine grinding, which undoubtedly raises the entry threshold of the supply chain. Enterprises need to either upgrade core equipment or cooperate with downstream equipment manufacturers to develop new devices, while also considering cost control.

The frameless torque motor is another focus of GEN3 technology. The main goal is to keep the cogging torque control within 0.5%, which requires updates to structural design and manufacturing processes. At the same time, lightweighting is achieved through the use of materials such as peek, and the magnetic circuit design and adhesive iron core are optimized to control temperature rise. Tier 1 suppliers have begun collaborating with other suppliers to establish new motor production lines.

These technological changes have brought opportunities for related companies. In the screw rod sector, companies like Zhenyu Technology and Hangzhou Xinjian are expected to benefit. In terms of equipment localization, Zhejiang Haide Man and Huachen Equipment may encounter development opportunities. In the motor field, companies such as Xinzhi Group and Zhenyu Technology may also gain benefits.

The technological advancements of TSL not only expand the application range of Bots but also promote innovation and upgrades in the supply chain. This will have a profound impact on the entire industry, driving the application of automation technology in a wider range of social scenarios.