SAP(US:SAP) 创业邦·2025-11-18 10:39Core Insights - The event "2025 SAP-Banglink Robot Industry Demand Matching Conference" focused on the integration of robotics and business intelligence, highlighting industry trends and challenges while showcasing SAP's solutions for empowering robotics companies [2][3] - The conference attracted over 200 participants from the entire robotics industry chain, including major multinational companies and investment institutions, emphasizing the importance of technological innovation, ecological collaboration, and demand matching [2][3] Group 1: Industry Trends and Challenges - The robotics industry is experiencing significant growth, with SAP's Business AI currently serving 34,000 global customers, indicating a strong market demand for intelligent solutions [4] - The industry is not yet at a bubble stage, and companies that remain competitive are likely to lead the next industrial revolution [5] - Challenges faced by enterprises include high-risk scenarios, labor shortages, and high costs of modifying robotic arms, which SAP aims to address through its Joule intelligent agent [9][10] Group 2: Technological Innovations - The conference highlighted advancements in embodied intelligence, which is seen as the next step following electrification and intelligence in technology [6] - SAP's strategy includes a three-layer product architecture that integrates applications, business data cloud, and business AI to drive innovation from efficiency enhancement to model innovation [4][5] - The collaboration between SAP and various robotics companies aims to explore AI co-creation possibilities in areas such as picking, inspection, and manufacturing [10][12] Group 3: Collaborative Efforts and Ecosystem Development - The event served as a platform for over 160 demand matching sessions, facilitating direct communication between upstream component manufacturers, midstream module companies, and downstream integrators [22][24] - Participants noted that the precise matching model effectively shortened cooperation negotiation cycles, enabling companies to quickly find partners and expand market opportunities [24] - The conference emphasized the creation of a supportive ecosystem characterized by demand-driven, technology-supported, and collaborative development [24]