人形机器人竞赛升温：现代汽车发布最新版本机器人 拟于2028年投入使用

Group 1 - Boston Dynamics, a subsidiary of Hyundai Motor Company, has announced the release of its latest humanoid robot, Atlas, which is set to be deployed in Hyundai's manufacturing plants starting in 2028, including the facility in Savannah, Georgia [1] - The Atlas robot is designed to handle highly repetitive tasks, such as arranging components in the order of vehicle assembly, with plans to expand its application to more complex assembly tasks by 2030 [1] - The Atlas robot features tactile sensing hands, fully rotating joints, and can lift weights up to 110 pounds (approximately 50 kilograms), operating in temperature ranges from -20°C to 40°C [1] Group 2 - Hyundai's stock price surged by 8.4% during early trading in Seoul, reaching a historic high, as the company plans to produce up to 30,000 robots annually at its new U.S. factory, part of a broader initiative to integrate AI with robotics [2] - The automotive industry is at the forefront of automating assembly line processes to reduce labor costs and enhance worker safety, with AI providing opportunities for new revenue streams and improved in-car experiences [2] - Competitors like Xpeng Motors and Tesla are also developing humanoid robots, with Tesla's Optimus robot being touted as potentially the largest product in the company's history [2] Group 3 - Companies are seeking technological breakthroughs to enable robots to perform more complex tasks, with optimistic investment forecasts driven by rapid advancements in AI; Goldman Sachs predicts the humanoid robot market will reach $38 billion by 2035, while Morgan Stanley estimates it could reach $5 trillion by 2050 [3] - Hyundai anticipates that humanoid robots will become the largest segment of the future physical AI market and aims for mass production of the Atlas model for deployment across various industrial sites [3] - Hyundai plans to invest 125 trillion won (approximately $86 billion) in AI, robotics, and other new technologies over the next five years, with an additional $26 billion investment in the U.S. by 2028 [3]