Apple(US:AAPL) 创业邦·2025-10-10 06:15Core Viewpoint - RoboScience aims to redefine embodied intelligence through a holistic approach, leveraging the founder's experience from Stanford and Apple to create a new ecosystem for embodied robots [2][3]. Company Overview - RoboScience is focused on developing both robotic systems and core components, targeting both B2B applications in logistics and commercial services, as well as C2B products that serve as user "partners" [2]. - The company completed an angel round of financing in July 2023, raising nearly 200 million RMB, led by JD.com with participation from other investors [3][4]. Founder Background - The founder, Tian Ye, has a strong academic background in physics and artificial intelligence, having studied under renowned professor Andrew Ng at Stanford [6][10]. - His experience at Apple involved building a robust AI platform that integrated various AI technologies into Apple's ecosystem, which laid the groundwork for future AI applications [11][14]. Technological Vision - RoboScience is committed to accelerating technological iterations and practical applications, with a goal to become a recognized brand in the field of embodied intelligence within five years [3][18]. - The company emphasizes a "soft and hard integration" development philosophy, similar to Apple's approach, to enhance user experience [31]. Market Potential - The potential applications for embodied intelligence are vast, with initial focus on clear task environments such as logistics warehouses, where robots can perform defined operations like handling and stacking [26]. - The company believes that the true advantage of embodied intelligence lies in its ability to break through existing automation bottlenecks, allowing for rapid adaptation to new environments and tasks [27]. Future Outlook - RoboScience anticipates a significant turning point for embodied intelligence, akin to the "GPT moment," expected within the next five years, when robots will achieve a level of operational capability comparable to that of a young child [28]. - The competitive landscape is expected to be diverse, with no single dominant player, but rather a collaborative ecosystem involving various forms of robots tailored for different applications [29].