机器人量产落地
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Figure创始人公开质疑优必选,机器人行业的竞争往往朴实无华
创业邦· 2025-11-19 10:11
Core Viewpoint - The key to breaking through in the robotics industry lies in collaborative development, with a growing focus on practical applications and mass production of robots as companies accelerate their efforts in the latter half of the year [5][15]. Group 1: Industry Developments - Major robotics manufacturers are pushing for mass production, with a notable example being UBTECH's recent announcement of mass production for its industrial humanoid robot, Walker S2, which has sparked controversy [5][7]. - Figure, a leading robotics company, recently completed over $1 billion in Series C funding, raising its valuation to approximately 270 billion [10]. - The industry is experiencing heightened expectations for mass production following significant advancements in motion capabilities since late last year, with many users expressing skepticism about the practical deployment of robots [16]. Group 2: Controversies and Responses - Figure's founder, Brett Adcock, publicly questioned the authenticity of UBTECH's mass production video, suggesting it may have been digitally enhanced, which led to further discussions among experts [8][10]. - In response to the criticism, UBTECH released two videos to clarify that the Walker S2's mass production is genuine, showcasing workers among the robots and providing unedited footage of the robots in formation [11][12]. Group 3: Future Outlook - The robotics industry is approaching a critical window for mass production of humanoid robots, with companies like Tesla planning to establish production lines capable of manufacturing 1 million units annually by 2026, and Xiaopeng aiming for large-scale production of advanced humanoid robots next year [18]. - The industry is still in its early stages, facing challenges related to data, models, and production costs, which necessitate global collaboration to overcome technical hurdles [21].