机器人走入大众消费为何难？他山科技CEO马扬：数据短缺制约了机器人实现规模化落地

Core Viewpoint - The smart industry is evolving from a single line to cross-domain integration, driven by advancements in artificial intelligence, sensors, computing power, and robotics, leading to the emergence of "aggregated intelligence" as a new direction for industrial development [1] Industry Overview - The integration of various industrial chains, such as smart cars, smart robots, and low-altitude economy, is creating numerous intersections in technology, component supply, application scenarios, and regulatory policies [1] - The ability to collect and train high-quality data in complex real-world scenarios is crucial for achieving large-scale commercial applications [1] Company Profile - HeShan Technology, founded in 2017, focuses on the "tactile" perception aspect of robotics and holds over 80% market share in the tactile sensing field [2][3] - The company provides tactile sensors and electronic skin for humanoid robots and has partnerships with major automotive brands like Mercedes-Benz, BMW, and BYD [3] Technological Challenges - The main bottleneck for robots transitioning from laboratory to large-scale application is the cost of data and training [2] - HeShan Technology aims to address this by building and open-sourcing tactile simulation models on platforms like MuJoCo and NVIDIA's Isaac Sim to reduce data scarcity and costs [2][6] Market Applications - The company targets scenarios that are easy to replicate and allow for rapid learning, such as hotels and logistics, to facilitate the commercialization of embodied intelligence [2][4] - Robots are expected to achieve a high success rate of approximately 99.7% in commercial applications, with a focus on flexible and generalized tasks [2][4] Future Outlook - Industry experts predict that robots may achieve generalization within 5 to 10 years, with optimistic views suggesting significant advancements in service sectors like elderly care [5][7] - The philosophical debate on whether robots will replace humans centers on the idea that robots will take over repetitive, dangerous tasks, allowing humans to engage in more creative and imaginative work [7]