华为的具身智能之路：底色、方法论、竞争策略与边界

Core Viewpoint - The article emphasizes the importance of embodied intelligence as a key link between AI capabilities and real-world value, as outlined in Huawei's "Intelligent World 2035" report, which envisions a future where over 90% of Chinese households will have smart robots within the next decade [1][19]. Group 1: Strategic Foundation of Embodied Intelligence - Huawei defines embodied intelligence as a physical AI carrier that integrates various technologies, including visual, tactile, language, and action models (VTLA), perception interaction, computing storage, communication networks, and energy technologies [3][6]. - Embodied intelligence serves as a crucial bridge connecting virtual cognition and physical action, essential for the development of Artificial General Intelligence (AGI) [4][3]. Group 2: Methodology for Implementation - Huawei's approach to embodied intelligence involves a layered technical architecture and domain-specific evolution, focusing on foundational technology, scenario validation, and ecosystem collaboration [7][10]. - The foundational technology architecture consists of six core modules, including perception, decision-making, action, and support, with specific breakthrough directions and metrics for each module [8]. Group 3: Competitive Strategy - Huawei aims to avoid a technology parameter race in the global competition for embodied intelligence, instead focusing on ecosystem collaboration, data differentiation, and end-cloud integration to build unique competitive advantages [11][13]. - The company recognizes the need for vertical data platforms tailored to industry-specific needs, enhancing the precision of embodied intelligence in vertical fields [13]. Group 4: Boundaries and Limitations - Huawei acknowledges the technical and commercial limitations in the development of embodied intelligence, particularly in fine manipulation and tactile perception, which remain significant challenges [14][16]. - Ethical and safety risks associated with physical interactions between embodied intelligence and humans are highlighted, necessitating the establishment of unified interaction standards and responsibility frameworks [16][14]. Group 5: Long-term Vision - Huawei's strategy for embodied intelligence reflects a long-term commitment to integrating technology into daily life, emphasizing the balance between technological breakthroughs and ecological maturity [19]. - The company envisions a future where embodied intelligence serves humanity, enhancing quality of life and operational efficiency across various sectors [19].