SIASUN(SZ:300024) 3 6 Ke·2025-08-26 02:25Core Insights - The article discusses the rising interest in consumer-grade robots, particularly those designed for family use, showcased at the World Robot Conference (WRC) [1][4] - Companies like VITADY and LeXiang Intelligent are leading the charge with their appealing designs and functionalities aimed at the consumer market [1][2] - The market for consumer-grade robots is expected to grow, with products set to launch by the end of the year [4][6] Company Developments - VITADY's product is a four-legged robotic dog, while LeXiang Intelligent offers a tracked robot resembling WALL·E, both targeting family users [1][2] - Other notable entrants include "Deep Garden" founded by former Xiaopeng Motors executive Wang Tao, and "Miao Dong Technology" founded by ex-Tesla Optimus team member Yang Shuo, both focusing on consumer-grade robots [2][6] - The fastest progress among these companies includes completed design and prototype unveiling [3] Market Trends - The consumer-grade robot segment is gaining traction, partly due to the success of USTech's robotic dog, which holds a 70% market share in the global quadruped robot market [6][7] - The pricing for these robots is generally around 10,000 yuan, making them more accessible than humanoid robots [2][12] - The article highlights the potential for these robots to serve as companions and assist in outdoor activities, appealing to tech-savvy consumers [2][7] Consumer Insights - The target demographic for these robots includes middle-class families and tech enthusiasts, particularly in Silicon Valley [2][6] - There is a concern regarding the actual utility of these robots, as their functions may not be essential household tasks, leading to questions about their market viability [10][12] - The article suggests that the consumer-grade robot market is still in its infancy, with a need for clear product-market fit (PMF) [10][11] Future Outlook - The article posits that as production costs decrease due to advancements in domestic supply chains, consumer-grade robots could become more affordable, potentially reaching prices as low as 3,000 to 4,000 yuan [12][13] - Wang Tao draws parallels between consumer-grade robots and DJI's drones, suggesting that the former could also become mainstream products [13]