🇻🇳 东南亚
供应链
越南VinDynamics与舍弗勒合作开发人形机器人核心部件
越南通过精密运动部件进入人形机器人供应链——为整个东盟释放重要信号
2026年5月1日
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5 min read
越南正通过 VinDynamics 与德国 Schaeffler 之间一项具里程碑意义的战略合作，切入人形机器人供应链——Schaeffler 是全球最受尊崇的精密运动技术公司之一。
两家公司已同意在人形机器人领域开展合作，重点开发与优化关键部件，包括执行器系统、电机和行星齿轮箱。这些部件至关重要，因为执行器犹如人形机器人的肌肉与关节，赋予机器人运动、平衡及与外界进行实体互动的能力。将其做好的难度可以说不亚于控制它们的AI软件。
VinDynamics 是越南 Vingroup 的旗下公司——Vingroup 是越南最重要的民营企业集团之一，业务多元化，横跨房地产、汽车（VinFast）、科技和医疗。Schaeffler 总部位于德国赫尔措根奥拉赫，拥有逾百年工程历史，在轴承、动力传动系统、精密部件及工业运动解决方案方面积累了深厚专业知识。
为何此合作的意义超越越南本身
人形机器人所需的远不止AI软件。要在规模化商业应用中发挥作用，它们需要可靠的硬件系统：执行器、电机、齿轮箱、传感器、控制器、热管理、电池系统，以及通过安全认证的部件。人形机器人的物理机体是最难规模化的部分之一——而部件可靠性是直接的竞争优势。
据 Robotics & Automation News 报道，此次合作的核心是行星齿轮箱——这是机器人执行器的核心部件。两家公司还计划共同收集机器人与应用数据，表明这一合作将硬件工程与真实场景性能优化相结合——为下一代部件设计提供了宝贵的反馈回路。
越南在亚太供应链中日益重要的角色
大多数人形机器人相关新闻聚焦于中国大陆、日本、韩国、美国和欧洲。越南的参与表明，东盟国家可能在人形机器人价值链中扮演越来越重要的角色，尤其是在部件开发、制造支援和系统集成方面。
越南已成为电子、消费设备和工业生产的重要制造基地。如果越南能在精密机器人部件领域建立能力，它可能成为全球人形机器人制造商的重要供应商——包括在规模化生产的中国企业，以及进入市场的日韩企业。
对亚太地区的意义
VinDynamics 与 Schaeffler 的合作将越南定位为不仅是被动的制造地点，而是更积极的角色。它预示着越南可能加入人形机器人的工程与部件创新层。对亚太地区而言，这是一个强烈信号：人形机器人的发展不会集中在一两个国家——中国可能在速度和规模上领先，日本在部署试验上，台湾在嵌入式系统上，而越南则可能成长为精密部件与制造合作伙伴。
人形机器人的竞赛不只是关于谁能打造出最知名的机器人，也关乎谁能掌控机器人背后的零部件、运动系统、供应链和服务网络。
and Schaeffler of Germany — one of the world's most respected precision motion technology companies.
The two companies have agreed to collaborate on humanoid robotics, focusing on developing and optimizing key components including actuator systems, motors, and planetary gearboxes. These are critical because actuators function like the muscles and joints of a humanoid robot, enabling movement, balance, and physical interaction with the world. Getting them right is arguably harder than the AI software that controls them.
VinDynamics is part of Vietnam's Vingroup, one of the country's most important private conglomerates with diversified interests across real estate, automotive (VinFast), technology, and healthcare. Schaeffler, headquartered in Herzogenaurach, Germany, brings deep expertise in bearings, powertrain systems, precision components, and industrial motion solutions — built over more than a century of engineering.
Why This Partnership Matters Beyond Vietnam
Humanoid robots require much more than AI software. To become commercially useful at scale, they need reliable hardware systems: actuators, motors, gearboxes, sensors, controllers, thermal management, battery systems, and safety-certified components. The physical body of a humanoid robot is one of the hardest parts to scale — and component reliability is a direct competitive advantage.
According to Robotics & Automation News, the partnership centers on planetary gearboxes that are central components of robotic actuators. The companies also plan to collect robot and application data together, suggesting the collaboration combines hardware engineering with real-world performance optimization — a valuable feedback loop for next-generation component design.
Vietnam's Growing Role in the APAC Supply Chain
Most humanoid robot headlines focus on mainland China, Japan, South Korea, the United States, and Europe. Vietnam's involvement shows that ASEAN countries may play a growing role in the humanoid robotics value chain, especially in component development, manufacturing support, and system integration.
Vietnam has already become a major manufacturing hub for electronics, consumer devices, and industrial production. If the country builds capabilities in precision robot components, it may become an important supplier to global humanoid robot manufacturers — including the Chinese companies producing at scale and the Japanese and Korean firms entering the market.
What It Means for APAC
The VinDynamics–Schaeffler partnership positions Vietnam as more than a passive manufacturing location. It signals that Vietnam may join the engineering and component innovation layer of humanoid robotics. For Asia-Pacific, this is a strong signal that humanoid robot development will not concentrate in only one or two countries: China may lead in speed and scale, Japan in deployment trials, Taiwan in embedded systems, and Vietnam may grow into a precision component and manufacturing partner.
The humanoid robot race is not only about who builds the most famous robot. It is also about who controls the parts, motion systems, supply chains, and service networks behind the robot.