Chan Ye Xin Xi Wang·2025-05-26 01:24Core Insights - Embodied Intelligence (EI) is a cutting-edge field at the intersection of artificial intelligence and robotics, aiming to integrate physical and cognitive capabilities in machines, enhancing their ability to interact with complex environments [1][7][21] - The market for embodied intelligence in China is projected to grow from 404.7 billion yuan in 2020 to 863.4 billion yuan in 2024, and is expected to reach 973.1 billion yuan by 2025 [1][7][22] Industry Overview - EI seeks to overcome limitations of traditional AI by enabling machines to perceive and interact with their environments like biological entities, thus paving the way for advancements in autonomous decision-making and execution capabilities [1][7] - The Chinese government has recognized the importance of EI, as highlighted in the 2025 government work report, which emphasizes the cultivation of future industries including EI [1][5] Current Industry Status - The EI market in China has seen rapid expansion, with significant advancements attributed to the emergence and iteration of large AI models [7][21] - The application of EI is primarily concentrated in robotics and autonomous vehicles, with the robotics sector accounting for over 55.6% of the market share, while autonomous driving holds 44.4% [9][11] Application Market - The robotics market in China is projected to reach 25 billion USD by the end of 2024, with an annual growth rate of 21% [11] - The autonomous driving market is expected to grow to 399.3 billion yuan in 2024, nearing 450 billion yuan in 2025, indicating a rising demand for EI technologies in this sector [13] Competitive Landscape - Major companies in the EI space include Tesla, Google, NVIDIA, and domestic firms like Yushutech, Xiaomi, and Huawei, all actively innovating and expanding their EI capabilities [15][19] - Notable developments include Huawei's collaboration with robotics firms to explore applications of their large models in humanoid robots, and advancements in AI-driven automation solutions by companies like Estun and Siasun [17][19] Future Trends - The EI industry is expected to experience a surge in technological innovation, particularly in perception, decision-making, and control, with significant improvements in 3D vision and tactile sensing technologies by 2025 [21][22] - The application scenarios for EI are diversifying, extending from industrial manufacturing to healthcare, services, and education, with collaborative robots increasingly replacing hazardous tasks in various sectors [22][23] - The establishment of a shared data ecosystem and open-source initiatives is anticipated to accelerate technological advancements and foster collaboration across the industry [24]