I. Core Components and Working Principles
1. Wave generator:
It is usually an elliptical (or nearly elliptical) CAM, with thin-walled bearings (flexible bearings) installed inside.
As an input component (usually connected to the motor shaft).
Its function is to generate and transmit "fluctuations".
2. Flexible wheel:
A thin-walled, flexible cup-shaped or cylindrical metal elastic element (usually made of high-strength alloy steel).
Its outer edge (or inner edge) is machined with a precision gear ring.
Installed outside (or inside) the wave generator, it can produce controllable elastic deformation.
As an output component (usually connected to a load) or a fixed component (depending on the design).
3. Rigid wheel:
A rigid internal gear ring (or external gear ring) component, usually fixed on the housing.
Its number of teeth is several more than that of the flexible gear (usually two more teeth). This is the key to achieving a large reduction ratio.
As a fixed component or (less commonly) output component.
Working process (taking the most common flexible wheel output and rigid wheel fixed form as an example)
1. Insertion and deformation: An elliptical wave generator is inserted into the flexible gear, forcing it to elastically deform from a circular shape to an elliptical one.
2. Formation of the meshing zone: In the area near both ends of the elliptical long shaft, the teeth of the flexible gear are fully meshed with those of the rigid gear (this is the main power transmission area). Near the ends of the short shaft, the teeth of the flexible gear are completely disengaged from those of the rigid gear. The area between the two is the transitional zone of partial meshing or dismeshing.
3. Relative motion: When the wave generator (input shaft) rotates clockwise, it forces the elliptical deformation wave of the flexible wheel to rotate clockwise as well.
4. Tooth difference motion: As the flexible gear has 2 fewer teeth than the rigid gear, for each rotation (360°) of the wave generator, the flexible gear moves by an Angle of 2 teeth relative to the rigid gear in the opposite direction (counterclockwise).
5. Deceleration output: The flexible gear serves as the output end, and its rotational speed is much lower than the input speed of the wave generator, achieving a large deceleration ratio. The calculation formula of the reduction ratio i is: 'i = - (difference in the number of teeth/number of teeth of the flexible gear) = - (N_g - N_f)/N_f' (the negative sign indicates the opposite direction). Because the difference in the number of teeth is usually 2, the common reduction ratio range is between 30:1 and 320:1.
II. Core Features and Advantages
1. High transmission accuracy and zero backlash:
The teeth of the flexible gear and the rigid gear mesh simultaneously in the meshing area (usually up to 30% of the total number of teeth).
The elastic deformation of the flexible gear provides a continuous preload and eliminates the clearance (backlash) in the gear meshing.
This is the most prominent advantage of harmonic drive, making it unrivaled in applications that require precise positioning and repetitive positioning, such as robot joints.
2. Large reduction ratio:
Single-stage transmission can achieve a large reduction ratio ranging from 30:1 to 320:1, and the structure is very compact. However, to achieve the same reduction ratio, traditional gearboxes need to be connected in series in multiple stages, which will significantly increase their volume and weight.
3. High torque capacity and power density:
The simultaneous meshing of multiple teeth enables the load to be distributed over more teeth, significantly enhancing the torque transmission capacity per unit volume or per unit weight (with high power density).
4. Compact structure and light weight
The three main components are coaxially nested, with a small axial dimension and a very compact overall structure, which is particularly suitable for space-constrained applications (such as the interior of a robot arm).
5. Smooth movement and low noise:
The multi-tooth meshing and elastic deformation absorb shock, making the transmission smooth, with low vibration and noise.
6. High transmission efficiency:
The efficiency of single-stage transmission is usually between 65% and 90% (depending on the reduction ratio, load, manufacturing accuracy, etc.), and it performs exceptionally well in transmission with a large reduction ratio.
III. Disadvantages and Challenges
Fatigue life of the flexible gear:
The flexible wheel operates under periodic elastic deformation, and fatigue failure is its main failure mode. Design, materials and manufacturing processes are crucial to its lifespan. Service life is usually defined by the number of working hours under input speed and output torque.
2. Torsional stiffness
Due to the presence of flexible components, the torsional stiffness of harmonic drives is usually lower than that of planetary gearboxes or roller CAM reducers of the same specification. This might be a consideration in applications that require extremely high dynamic stiffness (though the stiffness of harmonic drives themselves is already high enough for the vast majority of applications).
3. Starting torque (starting moment) :
There is friction between the flexible gear and the bearing of the wave generator, as well as between the flexible gear and the rigid gear meshing, which results in the need for a certain input torque to start the movement (not zero). This requires attention in extremely low torque or high-precision fretting control.
4. Thermal issues:
Under heavy load and high rotational speed, internal friction (especially the deformation of the bearings and flexible wheels of the wave generator) will generate heat. A good heat dissipation design is required; otherwise, it will affect performance and lifespan.
5. Cost:
The requirements for flexible gear materials (high-strength, high-fatigue-limit alloys), precision machining (tooth profile accuracy, deformation control), and thin-walled flexible bearings are very high, resulting in manufacturing costs usually being higher than those of ordinary gearboxes.
Iv. Main Application Fields
Harmonic drives, with their unique advantages, are widely used in fields where there are strict requirements for accuracy, compactness and zero backlash:
1. Industrial robots: Core components driven by joints, especially SCARA, Delta, and six-axis articulated robots. Provide precise, smooth and gapless motion control.
2. Collaborative robots: The demands for lightweight, compactness and high precision make them an ideal choice for collaborative robot joints.
3. Semiconductor manufacturing equipment: photolithography machines, wafer handling, precision positioning platforms, etc.
4. Aerospace: Satellite antenna pointing mechanisms, space robotic arms, aviation actuation systems, etc.
5. Precision machine tools: Precise indexing and positioning of rotary tables, tool magazines, and feed shafts.
6. Medical devices: Precision moving parts for surgical robots and imaging equipment (CT/MRI).
7. Optical instruments: Telescope pointing, precise optical platform adjustment.
8. Measuring equipment: Coordinate measuring machines, laser trackers and other high-precision measuring devices.
V. Important Concepts and Developments
Tooth profile: In addition to the common involute tooth profile, there are also special IH tooth profiles (developed by Harmonic Drive), etc., aiming to optimize meshing characteristics, load capacity and service life.
Cup type vs. top hat type: Flexible wheels are mainly divided into cup type (with the output end at the open end) and top hat type (with the output end at the bottom). The latter can transmit greater torque but has a slightly longer axial dimension.
Compactness and lightweighting: Continuous development trends to meet the demands of smaller robots and devices.
New materials and new processes: Research and development of flexible wheel materials with higher strength and longer fatigue life (such as special alloys and composite materials) and more precise manufacturing technologies.
Integration: Integrated with the motor, encoder and brake to form an integrated joint module.
Summary
Harmonic drive is a revolutionary precision transmission technology. It ingeniously utilizes the controllable elastic deformation of flexible components to achieve a large reduction ratio, zero backlash, high precision, high power density and compact structure. Despite challenges such as the fatigue life and cost of flexible wheels, its outstanding performance makes it play an indispensable role in precise motion control in high-tech fields, especially in industrial robots and collaborative robots, where it is the "core muscle" driving joint movement. With the advancement of materials and manufacturing technologies, harmonic drives will continue to play a key role in a wider range of applications.