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对话逐际动力张巍:造机器人很容易,关键是用起来
量子位·2025-08-28 06:46

Core Viewpoint - The company aims to create a platform for humanoid robots, enabling developers across various fields to build applications and products, similar to how NVIDIA serves as a foundational platform for innovation in gaming, automotive, and robotics [1][2]. Group 1: Company Vision and Development - The ultimate goal is to "make it easy for everyone to deploy robots" [5][69]. - The company focuses on developing bipedal humanoid robots that are functional, easy to program using natural language, and eventually aims to create an ecosystem akin to a "Windows" operating system for humanoid robots [6][104][152]. Group 2: Technical Insights - The hardware manufacturing of humanoid robots is relatively straightforward, but the challenge lies in developing the AI control systems, referred to as the "small brain" [3][32]. - Recent advancements in AI have made it possible to achieve better control of humanoid robots, which was previously a significant barrier [36][39]. Group 3: Market Positioning and Strategy - The company positions itself as a technology platform, providing foundational capabilities and tools for developers, rather than focusing solely on end-user applications [74][80]. - The pricing strategy for their humanoid robot, LimX Oli, is competitive at 158,000 yuan, significantly lower than some market estimates, aiming to make it accessible for developers [112][114]. Group 4: Future Directions and Challenges - The company anticipates that the widespread adoption of humanoid robots in households may take 7 to 10 years, with initial focus on B2B applications such as inspection, logistics, and education [138][140]. - The biggest challenges include synchronizing technological maturity, ecosystem development, and market acceptance [156].