傅利叶顾捷：一个医疗级人形机器人产品落地要三到四年

Core Viewpoint - Fourier has evolved from a rehabilitation robotics company to a general humanoid robotics company, marking its tenth anniversary with significant advancements in humanoid robot development, including the launch of GR-1 and GR-2 [1][2][3] Company Development - Founded ten years ago in Zhangjiang, Fourier initially focused on rehabilitation robots, becoming one of the first teams in China to commercialize exoskeleton robots for medical rehabilitation [1][2] - The first humanoid robot prototype was developed in 2022, with the official launch of GR-1 in July 2023 at the World Artificial Intelligence Conference [2][3] Market Environment - The humanoid robotics market faced skepticism from investors initially, with many viewing humanoid robots as mere toys [2] - The landscape has changed, with advancements in large model technology driving interest and investment in embodied intelligence as a new frontier [2][3] Technological Focus - Fourier's strategy emphasizes the integration of core components from rehabilitation robots into humanoid robots, maintaining a bipedal design and achieving mass production of bipedal humanoid robots in 2023 [3][7] - The company has accumulated extensive data and experience from over 3,000 medical institutions, enhancing its understanding of user needs [3][7] Future Applications - Humanoid robots are expected to play significant roles in rehabilitation, elderly care, and companionship, with a focus on interaction, perception, and decision-making capabilities [5][8] - The company envisions a range of applications in the medical field, from patient guidance to night ward companionship, and extending into community and home settings [8][9] Product Development Timeline - The development timeline for a medical-grade humanoid robot from concept to market is approximately three to four years, including prototype validation and regulatory approval [6][12] Competitive Advantage - Fourier's competitive edge lies in its early focus on force feedback technology, advanced algorithms for motion capabilities, and a deep understanding of human-robot interaction [7][10] - The company aims to collaborate with partners for sensor development and leverage existing AI infrastructure to enhance its robotic capabilities [9][10] Market Strategy - While currently focused on B2B applications, Fourier is open to exploring C2C opportunities as technology evolves, although no immediate plans for C2C products exist [11][12] - The company does not view its rehabilitation and humanoid robotics segments as separate but rather as interconnected within the broader field of embodied intelligence [12][13]