Sou Hu Cai Jing·2025-06-23 11:55Core Insights - The concept of embodied intelligence is gaining traction, with humanoid robots becoming a focal point in the industry despite facing challenges in technology and costs [1] - The introduction of the 5G-A humanoid robot "Kua Fu" marks a significant advancement in overcoming network bottlenecks that have hindered the development of humanoid robots [3][12] Group 1: Technological Advancements - "Kua Fu" integrates 5G-A technology into humanoid robots, enabling high-precision positioning, low latency, real-time remote control, edge computing, and cloud collaboration [3] - The deployment of 5G-A technology significantly reduces the cost of multi-robot networking and facilitates precise collaborative operations in industrial environments [3] - The release of the "5G-A Empowering Information Consumption 'New Three Samples' White Paper" defines key capability indicators and interface specifications necessary for humanoid robots supported by 5G-A networks [5] Group 2: Market Potential - Predictions indicate that by 2025, China's humanoid robot production will exceed 10,000 units, with a market size expected to reach 8.239 billion yuan, capturing half of the global market [8] - By 2045, the number of humanoid robots in use in China is projected to surpass 100 million, with the overall market size potentially reaching approximately 10 trillion yuan [8] Group 3: Industry Collaboration - The collaboration between Leju Robotics, China Mobile, and Huawei has resulted in the successful development and demonstration of the "Kua Fu" robot, showcasing its capabilities in real-world applications [3][10] - Leju Robotics aims to deepen its partnership with China Mobile and Huawei to further integrate 5G-A technology with humanoid robots, creating scalable and commercially viable applications [10]