Core Viewpoints - The development of humanoid robots should follow a "three-step" approach: first focusing on entertainment and cultural services, then industrial applications, and finally household scenarios. The goal is to compress the typical 25-year development cycle of similar industries into 5 to 10 years [4][6]. Group 1: Industry Trends - A significant change observed at the 2025 World Robot Conference is the broader selection of humanoid robot products available, with many manufacturers showcasing tangible products rather than just prototypes [7]. - The compatibility of products with AI large models is improving, which could lead to a network effect similar to that of the Android system, allowing hardware manufacturers to focus on hardware while AI companies concentrate on software [7]. - There is a growing interest in scalable markets such as dining and entertainment, with expectations that humanoid robots will soon be present in various public venues [7]. Group 2: Challenges for Enterprises - Current challenges for small and medium-sized tech enterprises include survival issues, particularly for traditional manufacturing companies looking to enter the humanoid robot sector. These companies need to establish operating systems and cloud infrastructure before transitioning [9]. - AI companies with soft power are also facing difficulties, as many markets are becoming saturated. It is recommended that these companies venture into hardware development to integrate their large models into tangible products [9]. Group 3: Innovation Center's Role - The National and Local Joint Innovation Center for Humanoid Robots aims to observe and address the challenges faced by innovative enterprises, focusing on resource integration and open-source collaboration to accelerate development [5][6]. - The center will also work on establishing standards for data, hardware, and conceptual definitions to facilitate industry growth and collaboration [11].
专访江磊:人形机器人“三步走”,商用压缩至5—10年
21世纪经济报道·2025-08-14 14:46