1. 开发最适应人类社会的机器人形态, 实现终极机器替人, 但场景需要新的突破;2. 人形对软硬件复合技术的要求极高,奔着人形做研发的机器人公司能掌握最全面的技术栈。

赛道特点?

1)劳动力替代/补强需求下的大市场(TAM),远期2C场景是万亿规模产业链;2)人工智能技术驱动下高进入壁垒(特别是偏具身模型的算法公司);3)存在规模效应带来头部集中(类比新能源车竞争格局);4)目前智能发展阶段仍然较早

在中国劳动力成本尚低的背景下,通用机器人会先替代有一定学习门槛、工资门槛的技工 ,接着逐步渗透到其他象限。

The current fervor around robotics, particularly humanoid robots, exemplifies this shift. Investors are betting on the most generalizable approaches, driven by the idea that what works in AI will seamlessly translate to robotics. This simplified forecasting could be a testament to the improved speculative ability of modern investors to let go of th... See more

It’s a good bet that the field of robotics is poised to follow a similar path; we are, in all likelihood, at the leading edge of an explosive wave of innovation that will ultimately produce robots geared toward nearly every conceivable commercial, industrial, and consumer task. That explosion will be powered by the availability of standardized soft

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尤其是国内做步态控制 (locomotion) 人才很少,下面总结了集中运动控制的技术路径,仍在探索中,格局未定。

通过生成新颖数据和解决方案,生成式 AI 将极大地提升机器人的能力