SIASUN(SZ:300024) Huan Qiu Shi Bao·2025-12-25 22:48Core Viewpoint - Japan is falling behind in the humanoid robot sector, which is now dominated by AI-driven technologies led by companies in the US and China [1][2][5]. Group 1: Current State of Humanoid Robotics in Japan - Japan was once a leader in humanoid robotics, having developed early models like WABOT-1 and ASIMO, but has not capitalized on AI advancements [4][5]. - Japanese robots are often perceived as industrial automation tools rather than humanoid robots, limiting their application in service sectors [2][5]. - The current humanoid robots in Japan, such as GROOVE X's LOVOT and MIXI's Romi, lack advanced AI capabilities compared to their Chinese counterparts [3][4]. Group 2: Challenges Facing Japan - Japan's reliance on industrial robots has hindered its transition to AI-driven humanoid robotics, missing early opportunities in the AI robot market [5][6]. - The conservative approach to software and AI ecosystems in Japan has resulted in a significant lag behind the more open and rapid developments in the US and China [6][7]. - Strict regulations and limited application scenarios in Japan restrict the practical deployment and iteration of robotic technologies, particularly in areas like autonomous driving [7][8]. Group 3: Future Prospects - Japanese companies are forming collaborations, such as the Kyoto Humanoid Robot Association, aiming to produce humanoid robots by 2026 [8][9]. - Despite Japan's advanced manufacturing capabilities for robot components, it struggles to integrate these into complete intelligent systems due to a lack of robust IT and AI infrastructure [8][9]. - Japan may increasingly adopt a role as a follower or investor in the global AI and robotics landscape, rather than a leader, due to political and economic dependencies on China and the US [9][10].