Core Insights - The core viewpoint is that for embodied intelligence to be effectively integrated into factories and homes, it must overcome the challenge of "reliability," which can be addressed by implementing a "triple system" approach in robotics [1][3]. Group 1: Current Challenges in Embodied Intelligence - Current embodied intelligence robots are likened to "genius children," performing well under ideal conditions but struggling with unexpected situations, highlighting the industry's common challenges [1]. - The accuracy of action generation in robots based on visual language models (VLA) is currently around 60-70%, with issues such as hallucinations, poor environmental adaptability, and weak long-term task planning capabilities [1][8]. Group 2: Proposed Solutions - A reliable embodied intelligence system should consist of three layers: a primary system for decision-making, a safety system for monitoring, and a fallback system for emergency handling [3]. - The primary system utilizes a "neuro-symbolic AI" approach, combining the generalization capabilities of neural networks with the reliability and interpretability of symbolic logic [3]. - The safety system continuously monitors the robot's execution status against preset safety rules, intervening when deviations occur, while the fallback system guides the robot into a safe state during emergencies [3][4]. Group 3: Industry Outlook and Hardware Considerations - The current market for robotics is small, making dedicated chips economically unfeasible; thus, the industry primarily adapts existing chips from other sectors like mobile and automotive [6]. - Intel's long-standing position in industrial automation provides it with a competitive edge, leveraging its expertise in high-precision motion control for robotics [6]. - The anticipated deployment model for future robotics involves a combination of robot terminals and edge servers to facilitate low-latency operations [7]. Group 4: Bottlenecks and Future Projections - Major bottlenecks include the limitations of VLA technology, which struggles with accuracy and understanding of physical relationships, leading to a shift towards "world models" that incorporate physical laws [8]. - Data isolation remains a critical issue, with significant variations in data requirements across different industries and robot types, complicating the establishment of unified data standards [8]. - The path to reliable embodied intelligence is projected to take two to three years, with initial deployments in semi-structured environments like logistics and manufacturing, followed by broader applications as reliability improves [10][11]. Group 5: Integration of Technologies - The development of embodied intelligence will not rely on a single technological breakthrough but rather on the integration of new AI models with established control technologies and safety engineering [12]. - The focus is on creating a reliable solution that minimizes errors in real-world applications, emphasizing the importance of a robust foundational system for robotics [12].
机器人专用芯片是伪命题?英特尔宋继强:市场太小,目前难盈利