SIASUN(SZ:300024) Nan Fang Du Shi Bao·2025-09-11 09:24Core Insights - The collaboration between Zhifang Technology and Huike's subsidiary marks a significant entry of embodied intelligence robots into the semiconductor display industry, with over 1,000 robots expected to be deployed in the next three years [2][3] - This deal could potentially reach nearly 500 million RMB, making it the largest single order in the global embodied intelligence sector [2] Group 1: Strategic Collaboration - Zhifang Technology and Huike have announced a comprehensive strategic partnership, focusing on deploying robots in complex PCB operations as the initial demonstration scenario [3] - The robots will gradually cover the entire production process, including warehousing logistics, material handling, component assembly, and quality inspection [3] Group 2: Industry Context - The semiconductor display industry's flexible production processes have been challenging for traditional automation, which relies on preset programs and struggles with mixed-model production [5] - The GOVLA embodied model developed by Zhifang allows for full-body coordinated control of robots, enabling them to move flexibly across production lines without major modifications [5] Group 3: Data Utilization and Future Path - The industry consensus is that data is crucial for humanoid robots to become effective workers, with the most valuable data coming from real industrial environments [6] - Zhifang aims to create a "data closed-loop" through continuous operation on Huike's production line, allowing the robots to accumulate real-world data that will enhance the model's intelligence [6] - The CEO of Zhifang envisions a commercial path similar to that of smart vehicles, starting with semi-structured scenarios and progressing to unstructured environments, focusing on high-end manufacturing and diverse public service applications [6]