Core Insights - Xiaomi Group has not yet identified a clear timeline for achieving a commercially viable closed-loop system in the humanoid robotics sector despite ongoing efforts in commercialization [2] - The company has been exploring humanoid robotics for four to five years, focusing on industrial applications, but acknowledges the significant challenges in realizing value from humanoid robots in factories [2][6] - Xiaomi's CyberOne humanoid robot, launched in August 2022, has a production cost of 600,000 to 700,000 yuan [2] Group 1 - Xiaomi's Senior Vice President, Zeng Xuezhong, emphasized the potential of humanoid robots to significantly enhance manufacturing and service industries, having built a research team of hundreds since 2020 [6] - The company aims for a "7:2:1" configuration in smart factories, where 70% of tasks are automated, 20% are handled by humanoid robots, and 10% remain for human workers [6] - Xiaomi has outlined a three-step plan for humanoid robot deployment, starting with prototype development in real manufacturing environments, followed by integration into smart manufacturing systems, and ultimately expanding applications beyond 3C and automotive sectors [6] Group 2 - Despite the recent surge in interest in embodied intelligence, Xiaomi has not released an updated version of CyberOne and has reduced public visibility in this area [7] - In April 2023, Xiaomi established Beijing Xiaomi Robotics Technology Co., holding a 90% stake, to focus on bionic robot technology innovation and product development [7] - The company has applied for over 240 robot-related patents and continues to recruit for various robotics research and development positions [7]
小米总裁卢伟冰:尚未看到人形机器人商业闭环的时间点