人形机器人泡沫破裂？独角兽达闼停摆，硅谷明星 Figure 陷“造假”风波

Core Insights - The competition in the humanoid robot industry is increasingly focused on the speed of B-end scenario implementation and C-end cost control capabilities [1][15] - Recent events indicate a bubble burst in the humanoid robot sector, highlighted by the operational crisis of the well-known unicorn, Dalu Robotics, and trust issues surrounding the high-valued company Figure in Silicon Valley [1][2] Company Analysis - Figure AI has faced scrutiny for allegedly exaggerating its partnership with BMW, raising questions about its product deployment capabilities [2][3] - The initial perception of Figure AI as a leader in the humanoid robot space was challenged by findings that only one Figure robot was operational at BMW's South Carolina plant, performing limited tasks [3][4] - Figure AI's CEO, Brett Adcock, has made bold claims about the company's capabilities, which have not been substantiated by BMW's statements, indicating a disconnect between marketing and actual operational progress [4][5] - Figure AI's strategy includes a focus on B-end markets, targeting industries such as manufacturing, logistics, and retail to provide flexible labor solutions [9][11] - The company aims to reduce the cost of humanoid robots to a few hundred dollars per month to enhance economic feasibility, although specific pricing details remain undisclosed [9][11] Industry Trends - The humanoid robot industry is at a critical stage of commercialization, with various companies adopting different business models, primarily focusing on B-end applications [9][12] - Companies like Tesla's Optimus are also pursuing B-end applications while exploring C-end markets, with a focus on reducing hardware costs and optimizing production strategies [12] - Local government initiatives are increasingly supporting the humanoid robot sector, with over 70 billion yuan in state funds being allocated to promote technology development and commercialization [15]