2024年中国具身智能行业研究：知行合一，拥抱AI新范式

Industry Overview - Embodied intelligence refers to intelligent systems that achieve perception, cognition, and behavioral control through dynamic interaction between the body and the environment The scientific foundation of embodied intelligence is that true understanding stems from behavioral practice, and only through actual actions and interactions can machines or individuals deeply understand and conceptualize scenarios [4][9] - In 2023, the market size of embodied intelligence in China reached 1572.7 billion yuan With breakthroughs in large model technology, the market size is expected to grow at a compound annual growth rate (CAGR) of 16.5% to 2,259 billion yuan by 2027 [4][9] - The embodied intelligence industry is divided into four types of suppliers: industrial robots, service robots, autonomous vehicles, and humanoid robots Industrial robots currently dominate the market with a 53% revenue share, followed by service robots, while autonomous vehicles and humanoid robots are still in the early stages of development [4] Market Trends - The embodied intelligence industry in China is transitioning from experimental exploration to large-scale commercial applications For example, Tesla's L4 autonomous vehicles are operating in some parts of the US, and DJI's drones are being used for food delivery in Shenzhen [5][39] - The industry is also focusing on collaborative development to reduce costs and improve efficiency, aiming to enhance market penetration [5][39] - The market size of embodied intelligence in China reached 3,647.0 billion yuan in 2023 and is projected to grow to 6,328.2 billion yuan by 2027, driven by advancements in AI algorithms and large model technologies [17][18] Technological Advancements - Over the past five years, technological progress, such as Tesla's breakthroughs in motor torque control, has significantly improved the motion control of humanoid robots [4][19] - The integration of large model technologies is expected to drive rapid growth in the embodied intelligence market, with applications expanding across industries such as industrial, medical, logistics, and transportation [4][19] - The PIE (Perception, Imagination, Execution) framework proposed by Professor Lu Cewu provides a comprehensive technical solution for embodied intelligence, enabling robots to perform tasks from environmental perception to action execution [24][25] Industry Challenges - Despite the vast commercial potential in industrial automation, service robots, and other fields, the embodied intelligence market faces challenges related to high costs and the current level of technological intelligence [33][34] - The cost of humanoid robots remains high, with manufacturing costs exceeding 100,000 yuan, while the target price to fully replace human labor needs to be below 150,000 yuan [35][37] - The current level of intelligence in embodied systems is generally at L3 or below, limiting their application to relatively fixed and closed environments [36] Future Outlook - The embodied intelligence industry is expected to see significant growth in service and special-purpose robots, where the demand for intelligence is higher compared to industrial robots [26][29] - As the automation level of intelligent robots increases, L2 to L4 robots with advanced perception, decision-making, and adaptive capabilities will play a crucial role in driving intelligent transformation and innovation in industries such as manufacturing, healthcare, and retail [30][32] - Government policies, such as the "Robot+" Application Action Plan and the "14th Five-Year Plan," have positively impacted the industry by promoting cross-industry applications and technological integration, accelerating innovation and commercialization [33]