机器人大讲堂·2026-02-15 09:09Core Viewpoint - The competition between Xiaopeng and Tesla in the humanoid robot industry represents a clash of two different technological philosophies and business logics, with Xiaopeng focusing on technology reuse and Tesla emphasizing pure self-research and heavy investment [1]. Hardware Architecture - The core competitiveness of humanoid robots lies in their hardware architecture's adaptability to real-world scenarios, with Xiaopeng's IRON boasting 82 degrees of freedom compared to Tesla's Optimus Gen2 with 50, particularly excelling in high-precision industrial tasks [3][5]. - Xiaopeng's design breaks away from traditional robotic aesthetics, employing a General-Purpose Humanoid Design Framework that allows for a harmonious and efficient human-like structure [5][7]. - The IRON robot features a solid-state battery with an energy density greater than 500Wh/kg, achieving all-day operation, while Optimus relies on a 2.3kWh lithium battery with limited operational hours [10]. Technical Route - Xiaopeng's "car-machine same source" strategy demonstrates remarkable R&D efficiency, leveraging existing automotive technologies for its robot business, allowing for a faster transition from R&D to mass production [12][14]. - Tesla's approach involves developing everything from scratch, which extends the R&D cycle and lacks the cross-domain synergy seen in Xiaopeng's model [14][16]. Ecological Synergy - Xiaopeng has built a physical AI ecosystem that integrates smart cars, humanoid robots, and flying cars, creating a cost advantage and enhancing R&D efficiency through shared data and resources [16][17]. - Tesla's ecosystem remains confined to the automotive sector, limiting its ability to leverage cross-category technological synergies [17][19]. Commercial Implementation - Xiaopeng aims for large-scale production by the end of 2026, having completed necessary preparatory work, while Tesla's production timeline has faced multiple delays, with no clear large-scale delivery date [20][22]. - Xiaopeng's pricing strategy targets a range of 200,000 to 300,000 yuan, facilitating rapid penetration into industrial and commercial markets, whereas Tesla's pricing may exceed expectations due to its historical pricing strategies [22][24]. Long-term Competition - The competition in the humanoid robot sector will ultimately hinge on the ability to construct ecological barriers and the compounding effects of technological iteration, with Xiaopeng's integrated approach providing a significant advantage [24][25]. - Xiaopeng's partnerships and open SDK for industrial applications contrast with Tesla's more insular approach, which may limit its commercial reach [25][27].