XPENG(US:XPEV) 自动驾驶之心·2025-11-07 00:05Core Viewpoint - Xpeng Motors has transitioned from being solely an automotive company to an AI company, showcasing its humanoid robot IRON at AI Day 2025, which has sparked widespread discussion and interest in the robotics field [10]. Group 1: Robot Development and Features - Xpeng has been developing humanoid robots for 7 years, evolving from quadrupedal forms to a fully humanoid design with a new skeletal structure and bionic muscle system, significantly reducing mechanical appearance [11]. - The IRON robot stands approximately 1.78 meters tall and weighs 70 kg, making it taller than competitors like NEO [12]. - Equipped with 22 degrees of freedom in its hands and a total of 65 degrees of freedom, IRON can perform complex daily tasks such as folding clothes and cleaning surfaces [14][15]. - The robot's movement capabilities are enhanced by a sophisticated control system, although specific details about its operation remain undisclosed [17][18]. Group 2: AI and Interaction - The core of IRON is powered by Xpeng's self-developed AI brain, utilizing three Turing AI chips with a total computing power of 2,250 TOPS, integrating various cognitive models for perception, language understanding, and action decision-making [24]. - The head features a 3D curved display that serves as both a face and an interactive interface, facilitating more natural human-robot communication [25]. Group 3: Market Strategy and Future Plans - Xpeng plans to mass-produce IRON by 2026, but it will initially be used in specific commercial scenarios such as showroom guides and sales assistants, rather than for large-scale manufacturing [31]. - The company acknowledges the current limitations of robots in industrial applications, estimating a timeline of 3-5 years for industrial use and 5-10 years for household integration [32]. - Xpeng will also launch the IRON SDK to invite third-party developers to create additional applications, with initial partnerships including major companies like Baosteel [33].