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人形机器人,缺一个杀手级共识
创业邦· 2025-08-26 03:37
Core Viewpoint - The article discusses the contrasting approaches of two leading companies in the humanoid robotics industry, Starry Era and Yuzhu Technology, highlighting their differing philosophies on how to enhance robot capabilities and their respective paths towards commercialization [8][10][49]. Group 1: Company Strategies - Starry Era focuses on a "soft and hard integration" approach, emphasizing the importance of combining hardware and software to create a cohesive system for humanoid robots [30][32]. - Yuzhu Technology adopts a "hardware-first" strategy, prioritizing the development of hardware capabilities before integrating software solutions [31][32]. - Both companies have distinct views on the viability of the VLA (Vision-Language-Action) paradigm, with Starry Era seeing it as a broad framework for integrating various modalities, while Yuzhu expresses skepticism about its practical application [12][16]. Group 2: Technical Development - Starry Era has developed an end-to-end VLA model, ERA-42, which integrates reinforcement learning and world models, showcasing their commitment to advancing robot intelligence [15][39]. - Yuzhu Technology is concentrating on building reusable data and model resources, focusing on the engineering aspects of distributed computing to enhance their robots' capabilities [22][27]. - Both companies recognize the necessity of a closed-loop system that combines perception, decision-making, and execution to achieve effective humanoid robot performance in complex environments [34][54]. Group 3: Market Positioning - Starry Era is currently deploying its robots in B-end industrial scenarios, achieving over 70% efficiency in real-world applications, with plans to reach around 90% efficiency next year [23][36]. - Yuzhu Technology is primarily focusing on entertainment and demonstration scenarios, acknowledging that their robots are not yet ready for complex tasks, thus adopting a strategy of gradual market entry [26][27]. - Both companies anticipate a significant shift in the humanoid robotics market, with predictions of a "ChatGPT moment" within the next few years, where robots will be capable of understanding and executing complex instructions in unfamiliar environments [50][56]. Group 4: Future Outlook - The industry is expected to see parallel advancements in various technical paths, including end-to-end VLA and world models, with leading companies validating commercial viability in specific industrial applications [56]. - In the mid-term, a unified technical standard may emerge, expanding applications from industrial to logistics, healthcare, and retail sectors [56]. - Long-term aspirations include humanoid robots becoming household companions, necessitating advancements in safety, reliability, and natural interaction [56].