机器人和汽车是物理人工智能的核心，共享广泛的现有传感器技术和其他硬件。包括特斯拉在内的汽车 制造商正在开发机器人来自动化仓库和工厂任务。 总部位于英国的Arm本身并不生产芯片，但为全球大多数智能手机以及笔记本电脑和数据中心芯片等越 来越多的其他设备提供底层技术。该公司通过收取授权费和版税来赚钱。 该公司扩大对物理人工智能的关注是扩大业务的更大努力的一部分。自从四年前CEO雷内·哈斯（Rene Haas）接手公司以来，Arm一直在想方设法提高其最新技术的价格，并正在考虑自己的全芯片设计。 Arm高管认为，从长远来看，机器人技术是一个具有巨大增长潜力的市场。新成立的部门负责人德鲁· 亨利（Drew Henry）表示，物理AI解决方案可以"从根本上提高劳动力水平，腾出额外的时间"，并可能 因此对GDP产生相当大的影响。Arm首席营销官Ami Badani表示，该部门计划增加专门从事机器人技术 的员工。 Badani说，该公司将汽车和机器人技术合并为一个部门，因为客户对功率限制、安全性和可靠性等方面 的要求是相似的。 当被问及客户时，亨利说："我们和每个人都合作。"基于Arm的芯片被全球数十家汽车制造商以及现代 汽车 ...

Group 1: Industry Overview - The APEC meeting in late October will focus on the cooperation and competition in the robotics sector between China and South Korea, with Chinese companies preparing to mass-produce robots tailored for the South Korean market by the end of this year [1][9] - South Korea's Ministry of Trade, Industry and Energy has announced a plan to invest 1 trillion KRW (approximately 0.84 billion USD) by 2030 to enhance humanoid robot technology, aiming to achieve global leadership in emerging industries, including robotics [1][3] Group 2: Market Demand and Opportunities - There is a strong demand for robots in South Korea, with numerous inquiries from Korean enterprises and educational institutions, indicating a growing interest in Chinese robotic technology [2][5] - The cloud-based robot inspection solutions, such as the industrial-grade robot dog developed by Hangzhou Yundongchu Technology, are expected to save significant labor hours in inspections, showcasing the practical benefits of adopting Chinese robotic solutions [3][4] Group 3: Competitive Landscape - South Korean companies like Hyundai and Samsung are actively investing in robotics, with Hyundai acquiring an 80% stake in Boston Dynamics for 800 million USD and Samsung investing approximately 0.62 billion RMB in Rainbow Robotics [3][4] - Chinese robots are perceived as more cost-effective and have more practical deployment experience compared to South Korean counterparts, which face challenges in commercializing advanced humanoid robots [4][5] Group 4: Collaboration and Development - Chinese companies are open to collaboration with South Korean firms, focusing on integrating their technologies and platforms to enhance operational efficiency [7][8] - The trend of "second development" is prevalent, where foreign partners seek to customize and adapt Chinese robots for local needs, indicating a flexible approach from Chinese manufacturers [7][8] Group 5: Production and Supply Chain - The demand for Chinese robots in overseas markets is surging, leading to challenges in meeting production capacity, with some partners expressing concerns over long delivery times [8][9] - Plans are in place for mass production of robots tailored for the South Korean market by the end of this year, with potential future strategies including supplying key components for local assembly [9]

文章转载自 「 Linguista」 今年的 GTC 大会，英伟达发布了通用机器人模型 GR00T N1，老黄特别提到未来重点关注的趋势是「Physical AI」（物理 AI）。 不仅如此，老黄还把当下机器人领域的核心玩家都喊了过来，针对人形机器人领域当下的技术路径、数据问题以及通用模型和通用机器人等问题进行了深 入探讨，有不少很有价值的观点。 嘉宾阵容很强大，1X、Skild AI、Agility Robotics、Boston Dynamics……堪称具身智能领域的「华山论剑」。 嘉宾介绍： TLDR： Founder Park 正在搭建开发者社群，邀请积极尝试、测试新模型、新技术的开发者、创业者们加入，请扫码详细填写你的产品/项目信息，通过审核 后工作人员会拉你入群～ Bernt Børnich，人形机器人创企 1X 的创始人兼 CEO。1X 致力于构建完全自主的人形机器人。此前曾推出专注于家庭场景的人形机器人 NEO。 Deepak Pathak，具身智能创企 Skild AI 的 CEO 兼联创。Skild AI 致力于打造机器人通用「大脑」。此前曾推出曾推出可扩展的机器人基础模型「Skild B ...