Core Viewpoint - The robotics industry in China is experiencing significant growth, with an optimistic estimate of at least 50%-100% average growth for each company in the smart robotics sector this year [3][5]. Industry Growth - The export of industrial robots in China has increased by 54.9%, indicating strong growth in the industrial robotics sector, which suggests that the smart robotics sector may also see an average growth rate of around 100% this year [5]. Technological Progress - The progress of robotic large models is slower than expected, not yet reaching a critical point. However, advancements in deep reinforcement learning for full-body motion control have been significant this year compared to last year [6]. - The current state of robotic large models is likened to the period 1-3 years before the release of ChatGPT, where the direction is recognized but not yet at a breakthrough point [6]. Model Development - Both the structure of models and the quality of data need improvement. The industry faces challenges in data collection and quality assessment, which are crucial for enhancing model capabilities [6]. - Achieving true embodied intelligence, akin to a "ChatGPT moment," is anticipated to allow robots to complete about 80% of tasks in unfamiliar scenarios, which would be a significant technological breakthrough [7]. Model Preferences - Among the two mainstream models for embodied intelligence, the video generation-based world model is favored due to its clear architecture, despite its high computational demands, which may limit its use by smaller robotics companies [8]. - The VLA+RL model is also popular but faces challenges in generalization capabilities [8].
关于机器人,王兴兴最新发声
财联社·2025-11-05 10:19