具身智能，业内最新研判

Core Insights - The commercialization of embodied intelligence is on the verge of explosion, with expectations for large-scale application by 2026 and significant growth within 5-10 years as costs and demand dynamics change [1][4]. Industry Outlook - Industry experts agree that while the commercialization of embodied intelligence is imminent, widespread adoption will take time. Predictions suggest that 2026 will mark the beginning of accelerated commercialization, with a full rollout requiring long-term efforts over the next 5-10 years [4][5]. - The key threshold for commercialization is when the comprehensive cost of robots aligns with the annual wages of industrial workers or service staff, which will trigger mass demand and lead to explosive growth in the industry [5]. Company Perspectives - Companies like Galaxy General and Crowd Intelligence are positioning themselves as leaders in the market, with Galaxy General aiming to be a frontrunner in typical scenario applications and Crowd Intelligence targeting an annual production of over 100,000 units by 2030 [5]. - Titanium Tiger Robotics has already begun receiving hundreds of orders for applications in settings like unmanned restaurants, indicating that 2025 could be a pivotal year for application [4][5]. Technological Development - The development of embodied intelligence is a collaborative effort involving three main components: "brain" (intelligent algorithms), "cerebellum" (motion control), and "body" (hardware and components). This requires deep cooperation among various stakeholders [7]. - Investment strategies focus on a systematic layout across the entire spectrum of "brain, body, and components" to accelerate technological breakthroughs and commercialization processes [7]. Hardware and Standardization - The emphasis on deep standardization and process innovation in components is crucial for cost reduction and efficiency, with potential cost decreases of over 70% achievable through self-research and stringent process control [8]. - The focus on component-level standardization is seen as more manageable than whole machine production, allowing companies to specialize and effectively address foundational issues in robotics [8].