日企等要组团量产人形机器人，追赶中企

Core Viewpoint - China is leading in the development of humanoid robots, with Japanese companies now collaborating to catch up and aim for mass production by 2027 [2][5]. Group 1: Development Collaboration - A consortium including 13 companies, such as Renesas Electronics and Murata Manufacturing, has been formed to advance humanoid robot development, targeting mass production by 2027 [2]. - The Kyoto Humanoid Robot Association (KyoHA) has welcomed new members like Renesas and Sumitomo Heavy Industries, aiming to produce prototypes by March 2026 and achieve mass production within 2027 [2][5]. Group 2: Technical Specifications - Two models of humanoid robots are planned for development by the end of 2026: one for disaster response, approximately 250 cm tall and capable of lifting over 50 kg, and another for research, standing 160-180 cm tall to enhance agility [4]. Group 3: Core Technologies - Companies will leverage their core technologies for the project, with Murata supplying sensors and communication components, Mabuchi Motor providing motors, and Renesas producing microcontrollers for robot functionality [5]. Group 4: Intellectual Property and Funding - Patents generated during the joint development will belong to the participating companies, and funding will be shared among them, with further details to be announced [7]. Group 5: Market Potential and Future Applications - Morgan Stanley predicts that the annual sales of humanoid robots could reach $5 trillion by 2050, with expectations of $3 billion by 2025, driven by labor shortages [7]. - Humanoid robots are anticipated to replace essential workers and be utilized in various sectors such as healthcare, construction, and manufacturing, with generative AI enhancing their capabilities [7]. Group 6: Japan's Position and Government Support - Japan has not been a significant player in humanoid robot research recently, with calls for strengthening the domestic supply chain to avoid potential industrial impacts [8]. - The Japanese government aims to develop autonomous general-purpose humanoid AI robots by 2030, supported by funding through the Moonshot Research and Development Program [8].