“机器人一次性卖完太亏！”真机智能刘智勇：今年中国本体厂商将大淘汰，拼的是世界模型？

Core Insights - The article discusses advancements in embodied intelligence, particularly focusing on Visual Language Navigation (VLN) technology and its implications for the robotics industry by 2025 [2][4][16]. Group 1: Technological Advancements - VLN technology has emerged as a significant breakthrough, allowing robots to navigate without pre-built maps, thus enabling zero-shot generalization in new environments [4][5]. - The shift from SLAM (Simultaneous Localization and Mapping) to VLN represents a paradigm change, enhancing semantic understanding and adaptability in dynamic environments [8][12]. - World models are recognized as crucial for improving long-term planning and dynamic adaptation, although they currently face challenges related to their black-box nature [7][12]. Group 2: Industry Trends - By 2026, it is anticipated that the number of core robotics companies in China will shrink to 5 to 8, driven by a focus on profitability in specific scenarios rather than relying on extensive after-sales support [16][17]. - The competition landscape will evolve, with a shift from single-point technological advancements to overall system efficiency becoming more critical [17]. - The article highlights the potential for new business models, such as combining hardware sales with annual service fees, to create sustainable revenue streams [15]. Group 3: Challenges and Opportunities - The primary bottlenecks for large-scale deployment of embodied intelligence include high costs of data collection and insufficient scene coverage in existing datasets [9][10]. - Hardware limitations, particularly in tactile feedback and durability, pose significant challenges for the practical application of robotics in complex environments [11][12]. - The focus for companies like Zhenji Intelligent is on achieving door-to-door delivery capabilities without pre-deployment, which could significantly reduce deployment costs [13][14].