The “Efficiency Race” for Humanoid Robot Batteries: As Capacity Expansion Reaches Its Limit, the Engineering Capabilities of PACK Manufacturers Begin to Set Them Apart
Humanoid robots are moving from the laboratory to mass production. Goldman Sachs predicts that the global humanoid robot market will increase to US $38 billion by 2035, while Morgan Stanley predicts that the number of robots will exceed 1 billion by 2050.. But on the eve of the industry outbreak, a fundamental problem remained unsolved: battery life.
TrendForce data shows that most of the battery pack capacity used by humanoid robots is less than 2kWh, and the battery life is about 2 to 4 hours; The working time of Unitree G1 is only about 2 hours. To replace Labor in industrial scenarios, you must have at least 8-hour shift operation capability..
The core of the problem lies in weight. Research by IEEE and other institutions pointed out that for 70kg robots, in order to maintain balance, the weight of battery pack should be controlled at 5 to 8kg. Currently, the energy density of commercial lithium-ion battery core is about250 to 300Wh/kg, the actual system energy density will be further reduced after BMS and packaging are included.. The heavier the battery, the higher the energy consumption required for robot movement, which forms a vicious circle of "expansion-weight gain-energy consumption rise.
As a result, the industry began to shift from "expansion" to "efficiency improvement", dividing two technical routes. One is the integrated battery design of the fuselage: Tesla Optimus and Figure AI Figure 03 both integrate about 2.3kWh batteries into the trunk structure. Figure 03 can run for up to 5 hours and supports 2kW fast charging.. Another is the power exchange route: Boston Dynamics Atlas can replace the battery within 3 minutes. UBTECH Walker S2 also adopts an automatic power exchange scheme for about 3 minutes, with the goal of realizing 24-hour continuous operation..
No matter which route, new engineering requirements are put forward for PACK factory. The fuselage integration scheme requires battery pack to meet both high energy density and high power output under extremely thin thickness, which puts forward extremely high requirements for cell selection and structural design. The power exchange scheme requires battery pack to have standardized mechanical interfaces and communication protocols, and at the same time ensure the connection reliability under frequent plugging and unplugging.
The layout direction of Korean battery enterprises deserves attention. LG Energy Solution is promoting mass production of 2170 cylindrical batteries to optimize robot application scenarios, with the combination of "long life" and "instantaneous high power" cell to meet different needs. Samsung SDI and Hyundai Motor Group jointly developed robot batteries with the goal of mass production in the second half of 2027. IBK Investment & Securities analysis believes that the early layout will focus on high-power small battery pack, BMS, thermal management, high-current connectors and automatic power exchange systems..
Dongguan Juneng New Energy Technology Co., Ltd. Practical project accumulation in lightweight battery pack customization. The company's S Series batteries for logistics unmanned aerial vehicles compress the thickness to 6mm, and adopt flexible circuit boards instead of traditional wiring harness. This engineering capability can be directly migrated to the trunk integrated battery design of humanoid robots. At the level of BMS, the design idea of "one scenario, one strategy" for gathering energy new energy can adapt to different communication protocol requirements.
For equipment manufacturers who are laying out the humanoid robot business, when choosing PACK Partners, a problem worthy of attention is: your battery PACK under the premise of ensuring discharge rate, what level is the weight and thickness controlled? Suppliers who can give specific figures are usually more worthy of investigation than those who can only say "high energy density.
Contact Information:
dongguan Juneng New Energy Technology Co., Ltd.
Contact: Gao Yan 137-5142-6524
email address: susiegao@power-ing.com
address: xinghuiyuan high-tech industrial park, Dalang town, Dongguan city, Guangdong province
Dongguan Juneng New Energy Technology Co., Ltd.
137 5142 6524(Miss Gao)
susiegao@power-ing.com
Xinghuiyuan High tech Industrial Park, Dalang Town, Dongguan City, Guangdong Province



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