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第一批人形机器人,已经开始倒闭了
36氪· 2025-11-14 13:36
Core Viewpoint - The humanoid robot industry is facing significant challenges in achieving mass production, with recent failures highlighting the gap between technological potential and market viability [4][5][13]. Group 1: Company Overview - K-Scale Labs, a humanoid robot startup founded in 2024, aimed to create an open-source, low-cost humanoid robot platform but has recently announced its closure due to financial difficulties [8][10]. - The company had raised approximately $400 million in seed funding at a valuation of $50 million but failed to secure additional financing, leading to a cash reserve of only $40,000 [8][11]. Group 2: Industry Challenges - The humanoid robot industry is at a critical juncture, with the anticipated "mass production year" facing obstacles such as financing constraints, supply chain issues, and high production costs [5][13]. - Key technical challenges include energy consumption, precision in perception, and data scarcity, which hinder the development and deployment of humanoid robots [14][15]. Group 3: Market Dynamics - The average Bill of Materials (BOM) cost for humanoid robots is around 400,000 RMB, significantly higher than the target price of 20,000 USD set by industry leaders like Elon Musk [15]. - The reliance on imported components for critical parts, which account for 70% of the joint costs, exacerbates the cost issues faced by domestic manufacturers [15][16]. Group 4: Future Prospects - Despite current challenges, humanoid robots are seen as a potential solution for various applications, including industrial tasks and customer service roles, due to their adaptability and human-like interface [20][22]. - As the cost curve decreases and technology matures, humanoid robots could become a mainstream labor force, freeing humans from repetitive and hazardous tasks [23].