从智能驾驶拓展至具身智能！黑芝麻智能单记章：2040年机器人市场规模将超万亿美元

Core Viewpoint - Black Sesame Intelligence has officially launched the SesameX multidimensional embodied intelligence computing platform, marking its expansion from smart driving to the embodied intelligence industry, particularly in robotics [1][2]. Group 1: Product Launch and Features - The SesameX platform is a full-stack computing platform designed to create a "robotic brain system" that addresses four major technical pain points in the robotics industry: imbalance between different processing units, lack of safety mechanisms, fragmented systems, and challenges in algorithm evolution [4]. - The platform consists of three self-developed modules: Kalos, Aura, and Liora, each corresponding to different levels of robotic development—visual driving, sensory control coordination, and cognitive evolution [7]. - Kalos is suitable for low-speed robots like delivery and cleaning robots, providing a cost-effective solution for visual perception and motion control [7]. - Aura is designed for high-performance applications, enabling robots to understand the world and act precisely, suitable for multi-legged robots and collaborative arms [7]. - Liora serves as a comprehensive computing platform for embodied intelligence, supporting world modeling and end-to-end control, applicable to humanoid robots and emotional interaction robots [7][8]. Group 2: Market Outlook and Strategic Partnerships - The CEO of Black Sesame Intelligence predicts that the next decade will be the era of intelligent robots, with expectations that by 2040, annual sales of various robots will exceed 1 billion units, and the market size will surpass $1 trillion [6]. - Black Sesame Intelligence is committed to commercializing robotics in collaboration with ecosystem partners, having already achieved commercial deployment with several partners in logistics and robotics [10]. - Strategic partnerships have been established with companies like Joyson Electronics and Hubei Huazhong Electric Power Technology, focusing on the application of embodied robots in various industries [10]. Group 3: Industry Perspectives - Experts believe that the robotics industry is currently at a stage similar to that of the smart automotive industry in 2018, but with a growth rate expected to exceed that of smart cars [10]. - Discussions at a roundtable forum highlighted the potential for human-robot collaboration, emphasizing that robots are likely to serve as tools rather than replacements for humans in the short to medium term [15].