Core Viewpoint - Figure AI has launched the new generation Figure 03, which relies on the Helix system and focuses on household scenarios, preparing for large-scale production and showcasing potential for future applications and production progress [1][2]. Group 1: Product Features and Capabilities - Figure 03 is designed for various household tasks, including organizing furniture, preparing snacks, watering plants, doing laundry, and cleaning, leveraging its long-chain task processing capabilities [2]. - The robot can classify items such as plates and cups, sort vegetables after grocery shopping, and fold clothes, demonstrating mature object recognition and flexible item handling abilities [2]. - In interactive scenarios, Figure 03 can play fetch with pets, showing advancements in dynamic biological recognition [2]. - The robot also exhibits versatility in commercial settings, such as greeting guests and handling packages at hotel front desks [2]. Group 2: Technical Specifications - The new visual system of Figure 03 has doubled the frame rate, reduced latency to one-fourth, and expanded the single-camera field of view by 60%, enhancing perception data for complex environments [3]. - Data transmission supports 10Gbps millimeter-wave data offloading, facilitating massive data uploads for iterative learning [3]. - The power system features wireless charging with a built-in charging coil, allowing for 2kW charging power on the robot's stand, enabling convenient recharging in various settings [3]. - The design includes a new camera for sensing when the main camera is obstructed, and the fingertips are equipped with self-developed tactile sensors for precise control [3]. - The new actuators have doubled the speed and increased torque density, improving the robot's ability to quickly grasp and place items [3]. - The overall weight of the robot has been reduced by 9% [3]. Group 3: Production and Cost Efficiency - Figure 03 is designed for large-scale production, optimizing processes to reduce production costs by minimizing the number of parts and assembly steps [4]. - The manufacturing process has shifted from CNC to die-casting, injection molding, and stamping, further lowering production costs [4]. - The BotQ factory's first production line currently has an annual capacity of 12,000 units, with a target of achieving a total production of 100,000 robots within four years [4].
国泰海通|机械:Figure 03展示家庭应用场景,为规模化生产做准备
国泰海通证券研究·2025-10-10 09:07