XPENG(US:XPEV) 创业邦·2025-11-06 10:13Core Viewpoint - Xpeng Motors has officially transitioned from an automotive company to an AI company, showcasing its humanoid robot IRON at the AI Day 2025 event, which has sparked significant discussion globally [4][7]. Group 1: Robot Development - Xpeng has been developing humanoid robots for seven years, evolving from quadrupedal forms to a fully humanoid design with a new skeletal structure, bionic muscle system, and flexible skin, significantly reducing mechanical appearance [7][9]. - The new IRON stands at approximately 1.78 meters tall and weighs 70 kg, featuring 65 degrees of freedom, which allows for human-like spinal movements, surpassing competitors like NEO by 10 degrees [9][11]. Group 2: Functional Capabilities - IRON's hands utilize miniature harmonic joints with 22 degrees of freedom, enabling it to perform complex daily tasks such as folding clothes and cleaning surfaces [11][13]. - The robot's advanced movement capabilities are supported by a sophisticated control system, although specific details about its operation remain undisclosed [13][18]. Group 3: AI Integration - The core of IRON is powered by Xpeng's self-developed AI brain, driven by three Turing AI chips, achieving a total computing power of 2,250 TOPS, integrating visual perception, language understanding, and action decision-making [18][21]. - The head of IRON features a 3D curved display that serves as both a face and an interactive interface, facilitating more natural human-robot communication [18]. Group 4: Market Strategy and Future Plans - Xpeng plans to mass-produce IRON by 2026, initially deploying it in commercial settings such as showrooms and as sales assistants, rather than for large-scale manufacturing due to current inefficiencies [23]. - The company aims to open the IRON SDK for third-party developers to create additional applications, with initial partnerships including major enterprises like Baosteel [23].