机构：明年人形机器人迈向商用化关键年

Group 1 - TrendForce predicts that 2026 will be a pivotal year for humanoid robots, with global shipments expected to exceed 50,000 units, representing an annual growth of over 700% [1] - The analysis highlights that Japan is focusing on enhancing key components such as transmission, sensing, and control technologies, while the US and China are actively launching humanoid products [1] - Different application scenarios are identified for the US, China, and Japan, each facing unique development milestones by 2026 [1] Group 2 - At the iREX 2025, despite the emphasis on humanoid robots, industrial robotic arms and collaborative robots dominated the displays, indicating Japan's preference for mature industrial applications [2] - Japan's increasing demand for humanoid robots is driven by a growing labor shortage in caregiving, with products like Kawasaki's Nyokkey and Fourier's GR-3 designed specifically for this sector [2] - The US humanoid robot industry is transitioning from "technology demonstration" to "practical validation," focusing on system integration, operational stability, energy efficiency, and real-time AI capabilities [2] Group 3 - TrendForce anticipates that 2026 will mark a turning point for "scene entry," with the ability of US companies to find sustainable application models in manufacturing, logistics, and home services being crucial for large-scale commercial deployment [3] - The Chinese humanoid robot industry is characterized by "diverse scenarios" and "price segmentation," with companies like Unitree and AgiBot pushing low-cost products for mass trials [3] - The key challenge for China's humanoid robots in 2026 will be balancing "low-cost popularization" with "high-end differentiation" while accumulating data and application experience for long-term competitiveness [3]