人形机器人产业化三步走

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专访江磊:人形机器人“三步走”,商用压缩至5—10年
21世纪经济报道· 2025-08-14 14:46
Core Viewpoints - The development of humanoid robots should follow a "three-step" approach: first focusing on entertainment and cultural services, then industrial applications, and finally household scenarios. The goal is to compress the typical 25-year development cycle of similar industries into 5 to 10 years [4][6]. Group 1: Industry Trends - A significant change observed at the 2025 World Robot Conference is the broader selection of humanoid robot products available, with many manufacturers showcasing tangible products rather than just prototypes [7]. - The compatibility of products with AI large models is improving, which could lead to a network effect similar to that of the Android system, allowing hardware manufacturers to focus on hardware while AI companies concentrate on software [7]. - There is a growing interest in scalable markets such as dining and entertainment, with expectations that humanoid robots will soon be present in various public venues [7]. Group 2: Challenges for Enterprises - Current challenges for small and medium-sized tech enterprises include survival issues, particularly for traditional manufacturing companies looking to enter the humanoid robot sector. These companies need to establish operating systems and cloud infrastructure before transitioning [9]. - AI companies with soft power are also facing difficulties, as many markets are becoming saturated. It is recommended that these companies venture into hardware development to integrate their large models into tangible products [9]. Group 3: Innovation Center's Role - The National and Local Joint Innovation Center for Humanoid Robots aims to observe and address the challenges faced by innovative enterprises, focusing on resource integration and open-source collaboration to accelerate development [5][6]. - The center will also work on establishing standards for data, hardware, and conceptual definitions to facilitate industry growth and collaboration [11].
专访国地中心江磊:人形机器人“三步走”,商用压缩至5-10年
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-14 06:33
Group 1 - The core viewpoint of the article emphasizes the evolving trends in humanoid robots, highlighting a three-step industrialization process: starting with entertainment, moving to industrial applications, and finally entering household scenarios [5][10] - The humanoid robot industry aims to compress the typical 25-year development cycle of similar technologies into a 5 to 10-year timeframe, leveraging open-source collaboration and resource integration [5][6] - A significant change observed at the 2025 World Robot Conference is the increased availability of humanoid robot products, with many manufacturers showcasing tangible products rather than just prototypes [7] Group 2 - The article discusses the challenges faced by small and medium-sized tech enterprises in the humanoid robot sector, particularly the need for traditional manufacturing companies to establish digital infrastructure before transitioning into this field [3][8] - Companies with strong AI capabilities are encouraged to venture into hardware development, indicating a trend towards integrating software and hardware solutions [8] - The market is beginning to recognize the potential of humanoid robots in sectors like dining and entertainment, suggesting a growing acceptance and demand for these technologies [7][10] Group 3 - The article notes that while there are still doubts about the practical value of humanoid robots, the number of supporters is gradually increasing, indicating a shift in market perception [10] - The current "order surge" in humanoid robot companies is seen as a temporary trend rather than a definitive sign of large-scale commercialization, reflecting the unique characteristics of the Chinese market [10] - The article highlights the need for collaboration and standardization within the humanoid robot industry to address rapid development and ensure a healthy competitive environment [11]