又一厂商拿到大单，人形机器人落地提速 专访星尘智能方科：预计明年商业化会有显著进展

Core Insights - Ant Group and ByteDance have invested in Stardust Intelligent (Shenzhen) Co., Ltd, which has announced a partnership with Shanghai XianGong Intelligent Technology Co., Ltd for a large-scale order of humanoid robots, aiming to deploy over a thousand AI robots in various industrial applications over the next two years [1] Company Overview - Stardust Intelligent was established in 2022, entering a market with many humanoid robot manufacturers that struggled with commercialization. The company focuses on integrating AI with robotics, emphasizing the need for a strong coupling between hardware and software to achieve scalable applications [4][5] Technology and Innovation - The company is the first in the industry to achieve mass production of tendon-driven AI robots, which differ from traditional rigid transmission solutions. This tendon-driven technology allows for more human-like movements and better interaction capabilities, while also being cost-effective compared to traditional methods [5][6] - The tendon-driven approach offers advantages such as high dynamic response, dexterity, and safety, although it faces challenges like complex control algorithms and material wear [6] Data Utilization - Stardust Intelligent primarily uses real-world data for training its robots, which is deemed the most efficient method at this stage. The company also incorporates simulation and video data to enhance robot intelligence [7] Market Potential and Trends - The company believes that the current state of AI in the robotics industry is just the beginning, with significant potential for growth as robots are deployed in real-world scenarios to create data feedback loops [8] - There is optimism regarding the rapid commercialization of humanoid robots, particularly in industrial settings, as hardware costs are expected to decline significantly in the coming years [11][12] Future Plans - The company plans to ramp up production, with an estimated output of at least 1,000 robots next year, following a successful start to mass production in June [10] - Stardust Intelligent aims to collaborate with established players in the industrial sector to accelerate the adoption of humanoid robots, while also exploring opportunities in consumer markets over time [12]