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Figure发布“穿衣服”的家庭机器人,竞争对手公开呛声
第一财经·2025-10-10 01:24

Core Viewpoint - Figure AI has launched its third-generation humanoid robot, Figure 03, which has achieved a post-financing valuation of $39 billion, making it the highest-valued humanoid robotics company globally. The new model features significant improvements in design, energy management, and user-friendliness compared to its predecessors [3][4]. Product Features - Figure 03 is designed for everyday use, featuring a soft fabric covering that conceals internal cables and mechanical structures, enhancing its human-like appearance [5]. - The robot is 9% lighter than the previous generation and has a reduced size, allowing for more agile movement in home environments [6]. - It incorporates a new inductive charging system, enabling it to charge wirelessly while standing, a shift from previous wall-mounted charging solutions [8]. Market Strategy - Figure aims to cater to both consumer (C-end) and commercial (B-end) markets, focusing on creating a versatile product that can adapt to various household and business scenarios [10]. - The company emphasizes that improvements in safety and convenience for home use do not compromise its potential in commercial applications [10]. Competitive Landscape - Following the launch of Figure 03, competitors have raised concerns about potential imitation, with some suggesting that Figure's design resembles that of other robots, such as 1X Technologies' Neo [11]. - Despite similarities in fabric covering, significant differences remain in mechanical structure and energy management between Figure 03 and its competitors [13]. Supply Chain Innovations - Figure has announced improvements in its supply chain, utilizing advanced manufacturing techniques such as injection molding and die-casting to significantly reduce production time, allowing for faster scaling of production [14][15].