3 6 Ke·2025-11-10 03:03Core Viewpoint - Xiaopeng's humanoid robot, IRON, has been confirmed as a real entity, dispelling initial doubts about its authenticity. However, questions remain regarding its practical applications and functionality beyond its impressive appearance [1][3][4]. Group 1: Product Presentation and Public Perception - The unveiling of the IRON robot generated significant attention, with CEO He Xiaopeng demonstrating its authenticity through a live reveal [4][5]. - Despite the excitement, there are concerns about the robot's actual utility, as its capabilities appear limited to performing elegant movements rather than practical tasks [4][9]. - The marketing claims of being "China's first mass-produced advanced humanoid robot" raise questions about the robot's current state, which is reportedly still in the research phase [5][9]. Group 2: Market Positioning and Competitor Comparison - The term "mass production" implies a fully developed product ready for market, yet the CEO's statements suggest the robot is still largely experimental [7][9]. - Competitors like Tesla and Figure are focusing on practical applications for their humanoid robots, such as performing tasks in factories and logistics, while Xiaopeng's robot seems to prioritize aesthetic demonstrations [18][20][22]. - The lack of a clear application scenario for the IRON robot, aside from being a "technology guide" in the X9 vehicle, raises doubts about its market viability [13][14]. Group 3: Future Challenges and Industry Expectations - The industry faces significant challenges in transitioning humanoid robots from mere demonstrations to functional tools that can operate in real-world environments [26][27]. - There is a call for Xiaopeng to focus on practical applications and cost reduction to ensure the robot can effectively serve its intended purpose [26][27]. - The expectation is for future presentations to showcase the robot's ability to perform meaningful tasks rather than just impressive movements [27][28].