对话魔法原子总裁吴长征：公司人形机器人在明后年可能实现指数级增长

Core Insights - Magic Atom has established 2025 as the year for commercial landing, with expectations for exponential growth in the following years [1][3] - The company has completed two rounds of financing exceeding 100 million yuan since its establishment in January 2024 [1] - The current capabilities of humanoid robots are still below that of humans, but the company emphasizes the importance of commercializing even simple tasks [3][4] Group 1: Commercialization Progress - The company is currently in the PoC (Proof of Concept) validation stage, with plans to enter small-scale deployment in the second half of this year [3] - By next year, the company anticipates deploying around 1,000 units, with projections of 10,000 units by the following year [3] - The "Thousand Scenes Co-Creation" initiative aims to collaborate with 1,000 partners globally to explore practical applications of humanoid robots [3] Group 2: Market Perception and Growth Potential - There is skepticism regarding the practical applications of humanoid robots, but the company believes that all attempts contribute to market education and understanding of current capabilities [4][6] - The humanoid robot industry is still in its early stages, with current valuations considered to be significantly undervalued compared to the potential future market size, which could reach trillions of dollars [7] - The company envisions a future where humanoid robots will be ubiquitous in factories, shopping malls, and homes, surpassing the current automotive and smartphone industries in market space [7] Group 3: Investment and Collaboration - The company is open to various types of investment, focusing on alignment of vision rather than preference for specific types of capital [8] - The industry is viewed as a long-term endeavor, potentially spanning 50 to 100 years, emphasizing the need for collaboration with capital partners [8]