白交 鹭羽 量子位 | 公众号 QbitAI 真是屋漏偏逢连夜雨！ 就在特斯拉创下单日最大跌幅，市值蒸发1500亿美元（折合人民币约 10784亿元）之际，马斯克又痛失一位悍将—— 擎天柱Optimus项目负责人 Milan Kovac 宣布离职。 至于离职的原因，他明确表示这与特斯拉、马斯克无关。之所以做出这一决定，只是因为自己想更多时间陪伴家人。 但不管怎么说，对于最近本就不太好过的特斯拉和马斯克来说，无疑又是一场"暴击"。 Just be like： Milan Kovac：领导擎天柱从概念到进厂 Milan Kovac2008年本科电气工程专业毕业后，曾从事游戏开发者。 他的第一份工作是在比利时动作识别公司SoftKinetic，主要负责不同平台的移植工作，后来其为英特尔开发视觉组件。 作为特斯拉十年老将，他从自动驾驶起步，然后作为创始成员从零开始打造擎天柱。对此，马斯克特意在他推文底下感谢了他过去十年杰出贡 献。 4年后该公司被索尼收购，科瓦克辗转了几家公司，于2016年4月正式加入特斯拉，担任Autopilot核心团队工程师，负责Autopilot底层进程管 理工作，后历任自动驾驶软件工程经理、高 ...

白交 鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI 真是屋漏偏逢连夜雨！ 就在特斯拉创下单日最大跌幅，市值蒸发1500亿美元（折合人民币约 10784亿元）之际，马斯克又痛失一位悍将—— 擎天柱Optimus项目负责人 Milan Kovac 宣布离职。 作为特斯拉十年老将，他从自动驾驶起步，然后作为创始成员从零开始打造擎天柱。对此，马斯克特意在他推文底下感谢了他过去十年杰出贡 献。 至于离职的原因，他明确表示这与特斯拉、马斯克无关。之所以做出这一决定，只是因为自己想更多时间陪伴家人。 但不管怎么说，对于最近本就不太好过的特斯拉和马斯克来说，无疑又是一场"暴击"。 Just be like： Milan Kovac：领导擎天柱从概念到进厂 Milan Kovac2008年本科电气工程专业毕业后，曾从事游戏开发者。 他的第一份工作是在比利时动作识别公司SoftKinetic，主要负责不同平台的移植工作，后来其为英特尔开发视觉组件。 4年后该公司被索尼收购，科瓦克辗转了几家公司，于2016年4月正式加入特斯拉，担任Autopilot核心团队工程师，负责Autopilot底层进程管 理工作，后历任自动驾驶软 ...

Core Viewpoint - The solid-state battery industry is optimistic about the low-altitude economy terminal market, while the robotics market is also quietly emerging. Major lithium battery companies are positioning themselves in the robotics sector, with Tesla's humanoid robot, Optimus, expected to significantly increase production by 2026 and 2027 [1][4][6]. Group 1: Robotics Market Overview - Over 15 lithium battery companies are entering the robotics field, including Ganfeng, CATL, and LG [1]. - Xiaomi's CyberOne humanoid robot, launched in 2022, features advanced AI and sensory technologies, while Tesla's Optimus is set for limited production starting in 2025 [4][5]. - Other notable players include XPeng's Iron robot and GAC Group's GoMate, which is expected to begin small-scale production by 2026 [5][6]. Group 2: Lithium Battery Opportunities - The robotics sector presents a new opportunity for the lithium battery industry, which is currently facing intense competition and profit compression [7][8]. - The Chinese smart robotics industry is projected to reach a market size of hundreds of billions in the coming years, with 2025 anticipated as a key year for mass production [7][8]. - Lithium batteries are essential for powering smart electronic products, including robots, due to their energy density and fast charging capabilities [9]. Group 3: Battery Types and Technologies - The most commonly used battery type in humanoid robots is cylindrical, while square batteries are preferred for industrial robots due to their structural advantages [12][14]. - Solid-state batteries are expected to provide significant improvements in energy density and safety, making them ideal for robotics applications [25][26]. - Current solid-state battery production is limited, with full-scale production expected by 2027, raising questions about the supply chain's ability to meet demand [26][27]. Group 4: Key Players in Solid-State Battery Development - Companies like Chuangming, Funeng, and Nandu are actively developing solid-state battery technologies tailored for humanoid robots [16][18][19][20]. - GAC Group's GoMate humanoid robot utilizes a solid-state battery that significantly enhances energy efficiency and extends operational time [24][25]. - The collaboration between battery manufacturers and robotics companies is crucial for advancing battery technology and meeting the specific needs of robotic applications [9][10]. Group 5: Future Prospects and Challenges - The integration of solid-state batteries into robotics is expected to enhance performance, safety, and adaptability, but challenges such as high production costs and technical limitations remain [27][30]. - Policy support and technological advancements are likely to accelerate the adoption of solid-state batteries in the robotics sector, with 2027 projected as a pivotal year for mainstream adoption [30].