地瓜机器人CEO：具身智能大规模落地，仍需跨越ROI鸿沟

Core Insights - The article discusses the launch of the S600 chip by DiGua Robotics, aimed at addressing the computational power challenges in the humanoid robotics sector, which is currently dominated by NVIDIA's Orin series chips [1][2] - The CEO of DiGua Robotics, Wang Cong, expresses a cautious outlook on the industry's commercial viability, emphasizing the need to overcome the ROI gap for large-scale commercialization of embodied intelligence [1][4] Group 1: Product Launch and Technology - DiGua Robotics introduced the S600 chip with a computational power of 560 TOPS (INT8), intending to penetrate a market currently monopolized by major players [1] - The S600 features an integrated design that aims to resolve the issues associated with using multiple chips, claiming to be over twice as fast as mainstream platforms when adapting to popular embodied large models [2] - Despite the advancements, Wang Cong notes that the current computational capabilities only allow for VLA (Vision-Language-Action) algorithms to operate at around 10 Hz, indicating that further improvements are necessary for practical applications [2][6] Group 2: Industry Challenges and Market Dynamics - The humanoid robotics industry is characterized by fragmentation and a lack of standardized products, which Wang Cong describes as a "non-standard product" era [2][3] - DiGua Robotics adopts a "tool provider" strategy, focusing on delivering foundational computational power and development tools rather than complete robotic solutions, aiming to define the underlying architecture of future robotics [3] - The company reported a 180% year-on-year increase in shipments, supporting various enterprises in the robotics sector, yet Wang Cong emphasizes that the industry has not yet achieved product-market fit (PMF) for broader applications [2][3] Group 3: Future Outlook and Commercialization - Wang Cong highlights that while the industry is experiencing growth, the actual profitability and widespread adoption of humanoid robots remain uncertain, with many companies still struggling to justify large-scale investments [4][7] - The anticipated commercialization explosion in 2026 is viewed with skepticism, as the market may not see a singular product category achieve significant breakthroughs, but rather incremental growth across various niche segments [8]