SIASUN(SZ:300024) 3 6 Ke·2026-01-07 05:43Core Insights - The article discusses the transition of AI from the digital realm to physical entities, emphasizing the importance of endowing machines with human-like perception and execution capabilities as a core industry challenge [1] - The 2026 International Consumer Electronics Show (CES) highlights the global technological race entering the era of "embodied intelligence" [1] Group 1: RoboSense's Innovations - RoboSense showcased its groundbreaking AI robot "Delivery Guy" at CES 2026, capable of autonomously performing nearly 20 complex operational steps without human intervention, including gift packing, shelving, delivery, and box recycling [1][4] - The robot's capabilities are underpinned by RoboSense's proprietary "hand-eye coordination" technology, which integrates the industry-first VTLA-3D operational model, combining force tactile modalities with 3D point cloud information [4][5] - The system employs a task-planning AI that decomposes complex tasks into atomic sub-tasks, facilitating a "fast-slow dual system" that balances high-level task planning with low-level precise control [5] Group 2: Hardware and Product Development - The Active Camera series sensors serve as the "robot's eyes," with AC2 focusing on close-range operations and AC1 on long-range navigation and obstacle avoidance, complemented by a multi-degree-of-freedom dexterous hand [5] - RoboSense's embodied intelligence solution has established an end-to-end technology closed loop, applicable across logistics, industrial, and service sectors [5][7] - The company introduced several new iterations, including the second-generation solid-state LiDAR E1 Gen2 and the world's first 3D safety LiDAR Safety Airy, addressing a wide range of market needs from consumer robots to smart driving [7] Group 3: Market Trends and Collaborations - According to a Yole report, global shipments of automotive LiDARs surpassed 850,000 units in 2024, projected to reach 12 million units by 2030, aligning with RoboSense's technology roadmap [8] - RoboSense announced a partnership with leading garden robot manufacturer Segway Navimow to integrate digital solid-state LiDAR into the Navimow i2 LiDAR mowing robot [8] - In the unmanned delivery sector, the new stone L4-level unmanned logistics vehicle equipped with digital high-precision LiDAR Fairy has achieved large-scale production and delivery, while the Coco Robotics delivery vehicle with solid-state digital LiDAR E1R has been widely deployed in North America [9]