Zhi Tong Cai Jing·2025-12-29 14:56Core Insights - The report by Morgan Stanley highlights the shift towards Embodied AI, emphasizing its potential to surpass traditional markets and reshape industries through robotics [1] - Major tech companies are competing in the Embodied AI space, which is seen as a critical area for future growth and innovation [1] Group 1: Google - Google employs a dual-track strategy with Waymo for autonomous driving and DeepMind for robotics, establishing a strong position in the Embodied AI landscape [2][3] - Waymo has deployed over 1,000 autonomous vehicles in the San Francisco Bay Area and aims to exceed 100,000 rides per year by 2030, with a projected driving distance of over 100 million miles by the end of 2025 [2] - DeepMind's Gemini Robotics and VLA Model are leading in foundational robotics models, with a 40% improvement in complex object manipulation success rates compared to traditional algorithms [3] Group 2: Meta - Meta's strategy focuses on connecting virtual and physical worlds, with Reality Labs leading the charge in data collection and model training for robotics [4][5] - The deployment of Meta's smart glasses is expected to exceed 20 million units in two years, creating a vast data network for training robots [5] - Meta aims to develop consumer humanoid robots, with significant talent acquisition to build a comprehensive team for hardware design and AI algorithms [6] Group 3: Amazon - Amazon's approach to Embodied AI is driven by efficiency, utilizing over 1 million warehouse robots to enhance logistics operations [7][8] - The company has reduced the human-to-robot ratio from 5:1 in 2017 to 1.5:1 by 2025, achieving a threefold increase in order processing efficiency and a 40% reduction in logistics costs [7] - Amazon plans to establish 40 next-generation robotic warehouses by 2027, leveraging its extensive logistics network for rapid technology deployment [8] Group 4: Apple - Apple's strategy in Embodied AI is characterized by a low-profile yet robust accumulation of patents and talent, focusing on integrating AI with its hardware ecosystem [9][10] - The company has maintained a steady patent application rate in robotics, with a notable focus on consumer-grade robots, including a desktop robot planned for 2027 [10] - Apple is collaborating with BYD to establish a smart device production base in Vietnam, indicating readiness for mass production of its Embodied AI products [10] Group 5: OpenAI - OpenAI is redefining human-robot interaction through a unique approach that emphasizes natural language and visual perception, moving beyond traditional robotics [11][12] - The acquisition of Jony Ive's AI hardware company marks OpenAI's entry into the physical AI hardware space, aiming to create devices that do not rely on screens [11] - OpenAI's strengths lie in its advanced large model capabilities and data processing experience, which are crucial for developing intuitive robotic interactions [13] Group 6: Tesla - Tesla's Embodied AI strategy revolves around manufacturing, utilizing its advanced production capabilities to enhance robotics development [14][15] - The company leverages its extensive fleet of over 10 million vehicles to create a vast data collection network, which supports the optimization of both autonomous driving and robotics [14] - Tesla's Optimus humanoid robot is positioned to revolutionize factory automation and is expected to achieve significant cost reductions and sales growth in the future [15]