苹果供应商杀入机器人代工，领益5000台立讯3000台，果链军团跨界了

机器人前沿站2025-12-16

早安！️这里是专注机器人领域的“机器人前沿站”。每天几分钟，带你了解机器人领域的新鲜事 —— 技术突破、产业动态、未来畅想，尽在这里。果链军团正在集体跨界。领益智造设定了5000台机器人代工目标，立讯精密紧跟其后定下3000台产能规划，两大苹果核心供应商不约而同杀入机器人代工赛道。这不是偶然，而是果链企业寻找新增长点的必然选择。当iPhone销量增长放缓，消费电子市场趋于饱和，这些在苹果...

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，尽在这里。果链军团正在集体跨界。领益智造设定了5000台机器人代工目标，立讯精密紧跟其后定下3000台产能规划，两大苹果核心供应商不约而同杀入机器人代工赛道。这不是偶然，而是果链企业寻找新增长点的必然选择。当iPhone销量增长放缓，消费电子市场趋于饱和，这些在苹果供应链中磨练多年的精密制造企业，开始将目光投向具身智能这个新兴市场。领益智造已经独家为特斯拉Optimus Gen2供应轻量化关节模组、高功率散热模组及碳纤维机身三大核心组件，单机价值量达3.2万元。立讯精密则凭借百万级精密产品的量产经验，快速切入具身智能代工赛道。果链军团的集体行动，预示着机器人代工生态正从分散探索走向集中突破。消费电子工艺降维打击，20余种成熟技术直接复用果链企业的核心优势在于技术迁移能力。领益智造将CNC加工、压铸、模切等20余种成熟工艺直接复用到机器人生产，实现了消费电子技术向机器人领域的高效迁移。立讯精密更是将折叠屏铰链的精密制造经验用于优化机器人灵巧手结构件加工工艺，提升动作精度与稳定性。这种技术复用不仅缩短了研发周期，更重要的是解决了机器人制造中\"精度不足、良率偏低\"的量产痛点。领益智造2024年机器人与汽车电子业务收入达88.1亿元，同比增长47.3%，毛利率26.5%，财务数据印证了业务成长。更关键的是成本控制能力，领益智造自研的CSV减速器成本较日系产品降低50%，寿命达8000小时，成功破解核心部件\"卡脖子\"问题。立讯精密凭借规模化采购优势，进一步优化原材料成本，为具身智能规模化普及扫清障碍。客户遍布全球，从特斯拉到Figure AI都在合作名单果链企业的客户布局能力同样强悍。领益智造构建了\"国际巨头+国产头部\"的双轮驱动格局：除深度绑定特斯拉外，还为Figure AI提供散热模组、承接优必选Walker S整机组装，与智元机器人成立合资公司，同时覆盖银河通用等多家厂商的代工需求。立讯精密依托东莞、昆山等地的制造基地以及海外产能布局，构建了快速响应的供应链网络，已与多家国内具身智能企业达成合作意向。这种全球化的响应与产能布局，让它们能够快速响应全球机器人品牌的订单需求，实现\"就近生产、快速交付\"。随着特斯拉Optimus 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