手机厂商都不想造机器人的“肉身”，除了小米

Core Insights - Huawei emphasizes its strategy of not manufacturing robot bodies but instead focusing on providing a platform for embodied intelligence, aiming to connect all networked entities as intelligent robots [1] - Major smartphone manufacturers are entering the robotics industry to find new growth opportunities as the smartphone market saturates, leveraging existing technological capabilities [1] - The robotics industry categorizes robots into "brain," "small brain," and "body," with Huawei and other manufacturers focusing on the "brain" and "small brain" aspects [1][2] Company Strategies - Huawei aims to be a technology provider for robot "brains" and "nervous systems," empowering manufacturers like Dalu, Leju, and Ecovacs to create smarter robots [2] - Honor plans to invest $10 billion over five years to build a global AI terminal ecosystem, aligning with its "Alpha Strategy" [2] - Vivo focuses on developing only the "brain" and "eyes" of robots, utilizing its self-developed algorithms and mixed reality imaging technology [2] Product Development - Xiaomi's humanoid robot CyberOne began mass production in February 2025, showcasing the company's commitment to the robotics sector [3] - The production of robot bodies remains challenging, with many startups still in the early stages of development [3] - Competing directly in robot body manufacturing poses significant capital and operational challenges for smartphone manufacturers, leading them to concentrate on high-value software and intelligent solutions instead [3]