Summary of Key Points from the Expert Call on DeepSeek and Embodied AI Industry Overview - The discussion focuses on the **humanoid robot industry** and the role of **embodied AI** in enhancing the commercial value of humanoid robots [1][2]. Core Insights and Arguments 1. **Importance of Embodied AI**: Embodied AI is critical for humanoid robots, as it determines their intelligence and commercial value. The process involves four steps: sensing, decision-making, planning, and execution [2][3]. 2. **Sub-models of Humanoid Robots**: - **Strong Reasoning Model**: Enhances decision-making and planning, reducing model hallucinations [3]. - **Multi-modal Large Model**: Processes various types of information, allowing robots to perceive their environment [3]. - **World Model**: Provides a physical understanding of the world, improving human-robot interaction [4]. 3. **Challenges in Developing Embodied AI**: - **Data Collection Difficulties**: Obtaining physical world data is challenging, impacting model training and optimization. Simulated data is not yet viable for training due to discrepancies with real-world data [5]. - **Insufficient Reasoning Capabilities**: Current embodied AI models are in early development stages, lacking the reasoning capabilities needed for complex real-world interactions [6]. 4. **Technological Advancements from DeepSeek**: - **Chain-of-Thought Models**: DeepSeek's models improve decision-making and planning efficiency for humanoid robots [7][9]. - **Enhanced Understanding**: These models can surpass human experts in specific tasks, such as solving math and science problems [9]. - **Cost Efficiency**: DeepSeek's architecture reduces model parameters and training costs, accelerating the development of embodied AI [10][13]. 5. **Future Expectations**: - **Timeline for All-Purpose Humanoid Robots**: Full realization of all-purpose humanoid robots is projected to be 5-10 years away due to data collection and computational challenges [14]. - **Increased R&D Investment**: The breakthrough from DeepSeek is expected to boost R&D in specialized scenarios, enhancing technology advancements in embodied AI [14]. Value Chain Positioning 1. **Sensing and Data Collection**: Essential for humanoid robots to interact with their environment. Data collection factories are being established in major Chinese cities, benefiting sensor and dexterous hand companies [15]. 2. **Edge-side Computing Chips**: With the rise of edge-side embodied AI, there is a growing demand for chips that support this technology [17]. 3. **Motion Control Units**: As humanoid robots perform more complex tasks, the accuracy of motion control systems becomes increasingly critical [18]. Additional Important Insights - The emergence of strong inference models due to DeepSeek's advancements is expected to enhance market confidence in achieving embodied AI [14]. - The development of a positive ecosystem for embodied AI is being fostered by the use of DeepSeek datasets and methodologies by various edge-side models [12].