EAI（具身智能）：驱动通用人工智能与机器人产业的关键技术

Industry Overview - Embodied AI (EAI) is a key technology driving the development of General Artificial Intelligence (AGI) and the robotics industry, combining multimodal large models (MLMs) and world models (WMs) to enable perception, interaction, and planning in both virtual and physical environments [2] - The global embodied AI market is expected to grow significantly, particularly in industrial automation and service robotics, with China's humanoid robot market projected to exceed 20 billion yuan by 2026 [5] - Policies in Shanghai and Beijing are accelerating the development of intelligent robotics and high-quality manufacturing, with Shanghai aiming to establish industry-leading enterprises by 2025 [2][18] Technology Background - Simulators play a crucial role in training embodied AI by providing realistic virtual environments for algorithm development and model training, reducing costs, improving safety, and accelerating iteration [3][28] - Embodied perception involves technologies like visual SLAM (vSLAM) and 3D visual positioning, enabling AI to understand and navigate dynamic environments [3][55] - Embodied interaction focuses on AI's ability to interact with humans and environments in physical or simulated spaces, exemplified by tasks like Embodied Question Answering (EQA) [3][73] Application Scenarios - Fixed-base robots are widely used in laboratory automation, education, and industrial manufacturing due to their high precision and stability [4][85] - Wheeled and tracked robots excel in logistics, warehousing, and complex terrains like agriculture and military applications [4][94] - Quadruped robots are utilized for exploration, rescue missions, and military operations due to their stability and adaptability [4][103] - Humanoid robots are increasingly popular in service, healthcare, and collaborative environments, with applications in smart interaction, precision manufacturing, and medical surgery [4][108] Key Companies - Figure AI: Focused on humanoid robots, Figure AI's Figure 02 features advanced hand design with 16 degrees of freedom and enhanced AI capabilities for industrial and potential household applications [118][119][121] - Tesla Optimus: Tesla's humanoid robot is being deployed in factories for tasks like battery sorting, with plans to scale up to over 1,000 units by 2025 [127][128] - Unitree Robotics: A leader in quadruped robots, Unitree's products like Go2 and B2 are used in consumer and industrial applications, with global market dominance in sales [132][136][140] - Zhongke Chuangda: Leveraging Arm technology, Zhongke Chuangda is advancing multimodal intelligent robots with a focus on edge computing and AI integration [142][144] - Youlu Robotics: Introduced the "Universal Intelligent Brain" concept, with its LPLM-10B model enabling cross-modal, cross-scene, and cross-industry applications for various robots [146][149][151] - iFlytek: Through its "Super Brain 2030" plan, iFlytek aims to develop AI robots with advanced learning and evolution capabilities, targeting widespread household adoption [155][157][163] - Hikvision: A provider of machine vision and mobile robotics solutions, Hikvision focuses on industrial IoT, smart logistics, and intelligent manufacturing [165][166] - BYD Electronics: Developed autonomous mobile robots (AMRs) using NVIDIA's Isaac platform, offering comprehensive logistics solutions for factories [168][172]