2025商用具身智能白皮书

Core Insights - Embodied intelligence has gained significant traction globally, with Figure achieving a valuation of $39 billion despite zero revenue, while domestic players are securing commercial orders and projecting substantial revenue growth [1][4] - The Chinese market is integrating embodied intelligence into its strategic development plans, indicating a shift towards a trillion-dollar market potential [1][9] Definition and Understanding - Embodied intelligence is recognized as a crucial development in artificial intelligence, characterized by agents that interact with their environment through a physical body, showcasing autonomy and adaptability [2][4] - It represents a convergence of machine learning, computer vision, and robotics, marking a significant step towards practical AI applications [2] Commercial Scene Classification - Different forms of embodied intelligent robots are evolving to meet diverse needs across retail, dining, manufacturing, logistics, education, and healthcare [4] - Commercial applications focus on enhancing service experiences in dynamic environments, while industrial applications emphasize precision and stability in structured settings [4] Strategic Significance - Embodied intelligence is pivotal in narrowing the technological gap between China and the U.S., driving innovation across various sectors including manufacturing and healthcare [6][9] - The competition in advanced technology between the two nations highlights the importance of breakthroughs in embodied intelligence for economic and competitive advantages [6] Policy Incentives - The Chinese government is actively promoting the development of embodied intelligence through various policies, funding, and standardization efforts [8][9] Development Stages - The evolution of embodied intelligence can be categorized into three phases: conceptual development, technological accumulation, and application expansion driven by large models [11] - The current phase sees intense competition between the U.S. and China in foundational models and application deployment [11] Bottlenecks and Challenges - Key challenges include data collection, technology maturity, high costs, and long ROI cycles, which hinder large-scale commercialization [13][16] - The industry is exploring solutions to overcome data scarcity and improve training efficiency [19] Model Evolution - The VLA model is emerging as a consensus for the development of embodied intelligence, integrating reasoning capabilities with real-world perception and action [21][23] - This evolution is expected to lead to significant advancements in the capabilities of robots [21] Commercialization Breakthroughs - The commercialization of embodied intelligence is anticipated to reach a turning point as it overcomes challenges in endurance, latency, execution, reliability, and economic viability [29][31] - Initial applications are focusing on low-complexity, high-ROI scenarios, with future expansions into more complex environments [31] Global Market Predictions - The global market for embodied intelligence is projected to grow exponentially, with estimates suggesting a compound annual growth rate of 73% over the next five years [46] - China's market is expected to experience significant growth, potentially reaching over 280 billion yuan by 2035 [50] Competitive Landscape - The competition in the embodied intelligence sector is characterized by three main players: AI-native challengers, traditional industrial players, and cross-industry giants [55] - The market is witnessing a trend towards consolidation as product homogeneity increases, indicating an impending first round of industry shakeout [57] Initial Players and Innovations - Companies like Tesla and Figure AI are leading the charge in developing humanoid robots, with significant advancements in capabilities and market readiness [62][64] - Innovations in core components, such as dexterous hands and micro-servo actuators, are critical for enhancing the functionality of embodied intelligence [83][88]