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对话越疆科技首席科学家:未来10年,每个家庭都会有台机器人
证券时报·2025-08-11 10:13

Core Viewpoint - The article discusses the strategic shift of the company from industrial robots to humanoid robots, highlighting the launch of the second-generation humanoid robot DOBOT Atom at the WRC2025 and the underlying technological advancements that support this transition [1][2]. Group 1: Development and Features of Humanoid Robots - The company officially started developing humanoid robots in 2023, building on prior foundational work in control systems, drivers, and joint modules [4]. - The humanoid robots are designed to embody human-like behaviors rather than merely mimic human appearance, emphasizing capabilities such as closed-loop control systems and multi-modal perception [5]. - The transition from industrial to humanoid robots is seen as an evolution towards more complex systems, with a focus on higher-level tasks involving perception and cognition [6]. Group 2: Advantages and Challenges - The company leverages its long-term accumulation of foundational technologies, providing cost advantages and controllability, while also having a deep understanding of industrial scenarios [7]. - Challenges include the need to shift from rigid constraints typical of industrial robots to the flexibility required for humanoid robots, necessitating upgrades in algorithms, perception models, and motion planning [7]. Group 3: Future Ecosystem and Market Strategy - The company envisions humanoid robots evolving into a platform-level ecosystem, similar to the development of the smartphone industry, with hardware manufacturers initially driving industry interest [8]. - The strategy focuses on integrating hardware with mainstream AI "brains" and collaborating with real-world customers to refine solutions, aiming to create a robust ecosystem of humanoid robots across various industries [8]. Group 4: Societal Impact and Long-term Goals - The company believes that robotic technology will amplify human capabilities rather than replace them, addressing societal issues such as aging populations and labor shortages [10]. - The long-term goal is to establish a leading global platform for embodied intelligence, making robotic technology a fundamental infrastructure in society, akin to electricity and the internet [10]. Group 5: Path to Household Integration - The company anticipates that within the next decade, every household will have a robot, similar to common household appliances, with a focus on making robots user-friendly and affordable [11]. - Initial applications will target commercial settings before expanding into household environments, with a focus on addressing aging and caregiving needs [11][12]. - The first scalable applications are expected in low-speed, high-frequency commercial scenarios, such as pharmacy logistics and retail guidance, where tasks are clear and environments are controlled [11][12].