超级通信
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创耀科技谭耀龙:用“超级通信”助力打造具身智能“超级工人”
Shang Hai Zheng Quan Bao· 2025-05-13 18:44
Core Viewpoint - The rapid development of embodied intelligence, particularly in humanoid robots, is expected to reshape industrial production and create new opportunities across the entire industry chain [2][5]. Group 1: Industry Trends - The integration of advanced communication, AI, and mechanical technologies will lead to the emergence of "super workers" in factories, enhancing efficiency and productivity in industrial settings [2][4]. - The collaboration between Chuangyao Technology and Haosen Intelligent aims to advance industrial communication technology for embodied robots, indicating a focus on industrial applications rather than consumer scenarios [3][4]. Group 2: Market Opportunities - The global market for embodied intelligence in scenarios like unmanned factories could reach several hundred million units annually, with domestic manufacturers expected to lead in mass production and commercialization [5]. - The growth of the embodied intelligence industry will necessitate the development of a comprehensive supply chain, creating opportunities in various sectors such as chips, components, and application development [5]. Group 3: Communication Technology - Communication is critical for the functionality of embodied robots in industrial environments, where external control must be maintained despite challenging conditions that can disrupt signals [3][4]. - Chuangyao Technology has a strong foundation in communication technology, which it plans to leverage to create successful commercial products tailored to industry needs [6]. Group 4: Domestic Chip Development - There is significant growth potential for domestic communication chip companies, as they can capitalize on market and cost advantages to expand their market share [6]. - The domestic chip industry faces challenges from established foreign competitors, but the maturation of local manufacturing and design capabilities presents opportunities for growth [6].