Shenwan Hongyuan: The robot cooling market is expected to reach 18 billion by 2030.

Shenwan Hongyuan released a research report stating that the heat dissipation of humanoid robots is the key link in determining whether embodied intelligence can stably perform well, with multiple pain points such as limited joint space, continuous high load of motors, and fingertip heat density exceeding AI chips. The heat of robots mainly comes from three core modules: joint actuators, computing units, and power systems, with multidimensional heat sources highly coupled. The industry is expected to accelerate, with the global market size of active heat dissipation for humanoid and quadruped robots reaching approximately 18 billion yuan by 2030, providing ample room for growth in the race.