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][9] - The Chinese government has integrated embodied intelligence into its key industrial strategies, indicating a robust 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] - 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 [6] - It plays a vital role in upgrading the technology supply chain and fostering new industries, impacting long-term economic benefits and national competitiveness [6] Policy Incentives - The Chinese government is actively promoting the standardization and implementation of embodied intelligence through various supportive policies and funding initiatives [9] Development Stages - The evolution of embodied intelligence can be categorized into three phases: conceptual development (1950s), technological accumulation (2000-2020), and application expansion driven by large models (2020 onwards) [11] - The competition between China and the U.S. is intensifying, with both countries leveraging their unique strengths to advance in foundational models and application deployment [11] Bottlenecks and Challenges - The industry faces significant challenges, including data scarcity, technological maturity, high costs, and long ROI cycles, which hinder large-scale commercialization [13] - Data collection methods are varied but still insufficient for driving model generalization and practical applications [16] Data Breakthroughs - The industry is exploring solutions to data challenges through innovative approaches like "world models" and data collection training grounds, which are expected to alleviate data scarcity issues [19] Model Evolution - The VLA model is emerging as a consensus for development, integrating large language model reasoning with real-world perception and action capabilities [21] - This evolution is expected to lead to a significant leap in embodied intelligence capabilities, akin to the breakthroughs seen with large language models [21] Commercialization Trends - The commercialization of embodied intelligence is progressing through various application scenarios, with initial focus on low-complexity, high-ROI environments [31] - The industry is transitioning from hardware sales to service subscription models, indicating a shift in business strategies [35] Global Market Predictions - The global market for embodied intelligence is projected to reach 19.2 billion RMB by 2025, with a compound annual growth rate of 73% over the next five years [46] - China's market is expected to experience significant growth, potentially exceeding 280 billion RMB by 2035 [50] International Expansion - Chinese companies are accelerating their international presence, demonstrating the feasibility of their technologies in global markets [53] - Successful case studies highlight the adaptability and competitiveness of Chinese firms in high-standard international markets [53] Competitive Landscape - The competition in the embodied intelligence sector is characterized by three main forces: AI-native challengers, traditional industrial players, and cross-industry giants [55] - The market is witnessing early signs of product homogenization, suggesting an impending consolidation phase [57] Startup Strategies - Startups must leverage their agility and innovation to survive against established giants, focusing on strategic partnerships and long-term value creation [59]