1C31222G01 Humanoid robot commercial first year, really coming?
As the best carrier of embodied intelligence, humanoid robots are hot.
Figure has released a new video of the company’s first humanoid robot, Figure 01, which can recognize objects in front of it, answer open questions, and follow instructions to put black plastic bags into a box and cups and plates on a drain rack. His ability to identify, talk and think is impressive.
And earlier this year, China’s Youbi also showed its Walker S humanoid robot in the NIo new energy vehicle factory training video. In the video, Walker S successfully completed the detection of the car door lock, seat belt, and lamp cover plate, and smoothly affixed the car label.
Almost instantaneously, Chinese and foreign technology giants and start-ups have laid out the humanoid robot market. Investors behind Figure include Amazon, Nvidia, Microsoft and OpenAI; Tesla’s Optimus, Xiaomi’s CyberOne, Yushu’s H1, and Zhiyuan’s Expedition A1 are all popular humanoid robots that have attracted market attention. There are even reports that Apple sees humanoid robots as the “next big thing.”
Tesla Optimus humanoid robot
Even in the capital markets, once the concept of humanoid robots is attached, share prices are soaring. Some people are Shouting that 2024 will usher in the first commercial year of humanoid robots!
With the blessing of AI, there is a broad prospect
Whether in film and television works or in reality, humanoid robots are no longer a new thing, but why have they become the focus of competition and investment hot spots?
The answer is the surging tide of artificial intelligence. It can be said that based on AI technology enabling, we are witnessing major progress in humanoid robots, and the integration of end-to-end AI and multi-modal AI algorithms has also greatly accelerated product iteration.
For example, the aforementioned Figure 01 is powered by OpenAI’s ChatGPT large model; Best must choose Walker S, the partner is Baidu Wenxin big model.
With the blessing of AI, humanoid robots and humans achieve multi-modal interaction, through perception, learning, action, planning and other functions, humanoid robots can truly perform a variety of tasks in a variety of environments, and can be easily integrated into existing factory processes or infrastructure.
In the future,1C31222G01 humanoid robots have broad application prospects in industrial manufacturing, commercial services and family companionship. Goldman Sachs expects that the market for humanoid robots is expected to reach $38 billion in 2035, and some institutions believe that the market for humanoid robots can reach more than $100 billion in 2035.
Humanoid robots are also gaining traction in industrial policy. The “Guidance on the Innovation and Development of humanoid robots” issued by the Ministry of Industry and Information Technology at the end of last year said that humanoid robots integrate advanced technologies such as artificial intelligence, high-end manufacturing and new materials, and are expected to become disruptive products after computers, smartphones and new energy vehicles. By 2025, the humanoid robot innovation system will be initially established, the whole machine products will reach the international advanced level, and mass production will be achieved, and demonstration applications will be made in special, manufacturing, people’s livelihood services and other scenarios.
1C31222G01 It can be said that under the two-wheel drive of policy and capital, the humanoid robot industry is expected to usher in leapfrog development and become a new growth pole in the field of artificial intelligence.
Large-scale commercialization landing, there are still those obstacles?
Although the industry landing trend is clear, the growth space has been opened, and the humanoid robots of each family have also had a series of displays, it should be said that humanoid robots are still in a commercial verification process from 0 to 1, rather than a rapid development stage from 1 to 10.
The commercial landing of humanoid robots may still have some way to go. The first is the current high cost of manufacturing humanoid robots.
1C31222G01 Compared to traditional robots, humanoid robots require an order of magnitude more core components such as precision reducers, controllers, servo systems, and high-performance drives.
1C31222G01 According to the IPO prospectus of Youbi, the 10 humanoid robots sold by Youbi have a total income of nearly 60 million, that is to say, the price of each is about 6 million, which is obviously not a few factories or individuals can afford.
Tesla’s Optimus humanoid robot is estimated to cost between $150,000 and $200,000 per unit, equivalent to more than a million yuan. Musk said Tesla is confident the Optimus can be sold for less than $20,000 in the future, making it cheaper than a car.