Core Viewpoint - Faraday Future (FF) is expanding its business into the AI robotics sector while continuing to develop its electric vehicle lineup, aiming to leverage its existing technology and supply chain capabilities to create new revenue streams [1][3][4] Group 1: Vehicle Production Plans - FF announced the global production and delivery plan for its FX Super One model, the first MPV under the FX sub-brand, targeting the Cadillac Escalade with features emphasizing "space + AI + comfort" [3] - The company plans to deliver 50 units to FX Par users in Q2 2023 and 200 units to industry leaders and B2B partners in Q3 2023, aiming for positive gross margins [3] - Production and sales targets are set to increase significantly, with nearly 5,000 units expected by 2027 and 55,000 units by 2030, with a five-year total target of 400,000 to 500,000 units [3] Group 2: AI Robotics Strategy - FF is launching a new embodied intelligence robotics strategy, transitioning from its "China-US automotive industry bridge strategy" to a global EAI industry bridge strategy [3] - The company aims to become the first major player in the U.S. to deliver humanoid robot products, integrating mature hardware manufacturing from China with cutting-edge AI technology from North America [3][4] - An AI Robotics launch event is scheduled for February 4 at the NADA conference in Las Vegas, where the first products will be unveiled and made available for experience and sale [3] Group 3: Rationale for Robotics Expansion - Industry insiders suggest three reasons for FF's entry into the robotics sector: short profit cycles and quick cash flow, strong demand in U.S. security and logistics sectors, and the ability to leverage existing technology from FF's automotive products [4] - FF's existing FF AI 2.0 system and technologies from the FF 91 can be adapted for robotics, significantly reducing R&D costs [4] - Despite past challenges with vehicle deliveries, FF is attempting to establish a second growth curve through robotics to support its automotive business [4]
没卖几台车,贾跃亭又开始画机器人的 “大饼”