专访优必选副总裁、研究院院长焦继超：人形机器人量产不是数字堆积，而是技术、需求与成本的平衡

Core Insights - Humanoid robots are transitioning from science fiction to reality, with significant advancements in AI, precision control, and perception technologies, leading to unprecedented development opportunities in the industry [2] - The global humanoid robot market is projected to exceed $15 billion by 2030, with a compound annual growth rate of 71% from 2021 to 2030 [2] - Major tech companies like Microsoft, Nvidia, Amazon, OpenAI, and SoftBank are accelerating their entry into the humanoid robot space through investments and independent development [2] Industry Trends - The industry is shifting focus from "single-machine autonomy" to "group intelligence," which is seen as the core direction for future industrial applications [3][4] - The complexity of humanoid robot technology spans multiple disciplines, including mechanical engineering, electronic engineering, computer science, AI, and new materials, making development challenging [4] Company Developments - UBTECH has established industrial scenarios as the primary application for humanoid robots, collaborating with major companies like Dongfeng Liuzhou Motor, Geely, and BYD to integrate its Walker S series robots into real manufacturing environments [5] - The company has made significant improvements to the Walker S2, including autonomous battery swapping technology and enhanced visual perception capabilities [6] Performance Metrics - In initial training phases, the Walker S1 robot improved efficiency by 100% and stability by 30% in BYD's factory [7] - UBTECH aims to deliver 1,000 humanoid robots by 2025, with plans to scale up to thousands by 2026 and tens of thousands by 2027 [8] Market Outlook - The humanoid robot industry is on the brink of mass production, with ongoing advancements in AI technology, hardware solutions, and algorithms driving down manufacturing costs [8] - Despite challenges in mass production, the overall market is expected to experience explosive growth, contingent on technological and market maturity [8][9] Future Vision - UBTECH's CEO envisions a three-step approach for humanoid robots: first in industrial applications, followed by commercial use, and finally in domestic settings for companionship [10]