优必选创始人：相比表演秀，人形机器人更要进工厂干实事

Core Viewpoint - Company has successfully launched its 1000th industrial humanoid robot, Walker S2, marking a significant milestone in its production capabilities and commitment to practical applications in various industries [1][5][7] Production and Delivery - The company has achieved an annual production capacity of over 1000 units and plans to increase this to 10,000 units by 2026, with over 500 units delivered in the current year [1][5][6] - The Walker S series has become the most widely used humanoid robot in training across global automotive manufacturers [1][5] Market Strategy - The company focuses on three key operational areas: handling, sorting, and quality inspection, which are characterized by high employee turnover and repetitive tasks, making them ideal for humanoid robot integration [2][9] - The company emphasizes a sustainable business model that prioritizes solving real-world problems over mere technological showcase, aiming for long-term viability beyond current capital trends [2][8] Technological Advancements - Continuous investment in full-stack humanoid robot technology, including hardware control, AI, and visual servoing, has enabled the development of intelligent capabilities in robots [5][6] - The introduction of group intelligence technology allows for collaborative operation among humanoid robots, significantly enhancing efficiency and adaptability in real-world scenarios [10][12] Industry Context - The humanoid robot market is projected to grow significantly, with potential market sizes reaching hundreds of billions or even trillions, particularly in industrial manufacturing [18] - The company recognizes the importance of real physical data in training and operational success, advocating for a combination of simulation and real-world data to ensure reliability [16] Cost Management - The company aims to reduce production costs by 20%-30% as it scales up to mass production, targeting a cost of under $20,000 per unit at the 10,000-unit production level [15][13] - The current cost structure is influenced by technological maturity, application scenarios, and supply chain advancements, with a focus on optimizing design and manufacturing processes [13][14]