TENCENT(HK:00700) Cai Jing Wang·2025-07-30 01:18Core Viewpoint - Tencent is focusing on developing the Tairos platform to enhance the software capabilities of robots, aiming to transform them from passive machines into intelligent entities capable of perception, task planning, and autonomous decision-making [1][2][9]. Group 1: Development of Tairos Platform - The Tairos platform was launched to convert research achievements into stable products for the robotics market, allowing hardware manufacturers to create more complete products [2]. - The platform consists of model algorithms and cloud services, including multi-modal perception models, planning models, and action models, which provide standardized interfaces and SDKs for external services [4][6]. Group 2: Market Context and Industry Trends - The embodied intelligence sector is still in its early stages, with current robots primarily used for data collection and research, indicating that the industry has not yet reached a mass-market phase [3]. - In July 2023, over 30 billion yuan was invested in the humanoid robot sector within just five days, highlighting the growing interest and financial backing in this field [2]. Group 3: Strategic Positioning - Tencent aims to be a partner to all robot manufacturers rather than competing with them in hardware production, aligning with its overall strategic goals [1][2]. - The company has conducted extensive research on over 60 robotics firms, identifying a gap in software and intelligence investment among Chinese hardware manufacturers [2][3]. Group 4: Future Outlook - The humanoid robot market is projected to reach 6 trillion yuan in China by 2050, indicating significant growth potential [8]. - Tencent emphasizes the importance of productization over commercialization, aiming to provide its technological advancements to the robotics industry [8][9].