点击下方 卡片 ，关注" 具身智能 之心 "公众号 25年具身机器人量产的情况究竟是怎么样的？今年的答卷如何？具身智能之心也为大家做了一次 调研。 近期Atlas项目负责人在社交媒体上爆料：现代汽车承诺部署数万台Atlas机器人。 计划在未来几年内，在其制造和物流业务中部署数万台机器人，包括Atlas人形机器人、Spot四足机器人和 Stretch集装箱卸货机器人。针对量产能力的不足，作为传统汽车制造业的龙头，现代汽车近期还表示将整合汽 车制造领域的专业生产能力，助力波士顿动力扩大机器人产量。 看到这里，25年具身机器人量产的情况究竟是怎么样的？今年的答卷怎么样？具身智能之心也为大家做了一次 调研，已经放到我们的具身智能之心社区内，欢迎加入交流。 2025年全球机器人量产订单 最近一直想盘下今年各家具身机器人公司量产交付数量和金额情况，下面将会从全球几家头部具身公司的订单 和场景进行分析，所有number根据已公开的信息整理。若有不足或错误之处，欢迎联系指正。 宇树科技 宇树科技尚未透露今年具体订单量，年度营收预计超过12亿。 智元机器人 12月8号，智元机器人正式对外公布量产机器人数量累计5000台，其人形 ...

Core Viewpoint - The article discusses the evolution of embodied intelligence in robotics, emphasizing the need for an interactive layer to facilitate user engagement and application, akin to the role of operating systems in personal computers [6][10][15]. Group 1: Industry Insights - The embodied intelligence industry is currently hindered by a lack of an interactive layer, which prevents widespread application despite advancements in algorithms and computing power [5][6]. - The industry is experiencing continuous influx of capital and talent, with ongoing debates about the correct path for embodied intelligence, whether it should focus on full automation or human-robot collaboration [6][10]. Group 2: Company Overview - Stardust Intelligence, founded in 2022, has focused on the development and application of humanoid robots, achieving mass production and deployment in various scenarios [13][14]. - The company has successfully created a humanoid robot capable of playing the piano, showcasing its ability to perform complex tasks through coordinated movement [13][41]. Group 3: Technological Framework - The CEO of Stardust Intelligence, Lai Jie, proposes a three-layer structure for embodied intelligence: the terminal (hardware), the interactive layer (remote operation system), and the driving layer (AI models) [6][15][21]. - Lai Jie draws parallels between the current state of robotics and the early days of personal computers, suggesting that a user-friendly interface is essential for broader adoption [19][20]. Group 4: Future Directions - The company aims to enhance the understanding of robotics through real-world applications, iterating products based on practical experiences rather than theoretical assumptions [24]. - The focus is on developing a unified platform and providing tools and resources to support the industry, particularly in areas like physical intelligence and safety systems [63][64].

目前，该订单的具体产业方与支付方式暂未披露，两大确定合作方中，星尘智能专注于全能AI机器人平台研发应用，仙工智能以控制器系统为核心，全球 客户包括飞利浦、施耐德、西门子等企业。 此次合作双方优势互补，通过"核心部件+整机应用"模式，联合构建AI机器人平台，积累规模化部署经验。其中星尘智能的绳驱机器人可以模拟人类肌腱用 力方式，让AI机器人能够在物料配送、装配搬运、协作操作中展现高动态响应、高灵巧操作与高交互安全等优势。仙工智能的控制器则保障工业级的可靠 性和成本优势。 星尘智能联合创始人方科对第一财经记者表示，此次双方合作较为全面，覆盖联合研发、产品、渠道和售后等环节。目前订单落地的首批场景主要聚焦在工 业、制造、仓储、物流，未来也会借助仙工智能的客户资源，尝试辐射到3C、汽车、自动化设备等更多细分场景。 今年整个机器人行业发展至新高点，一级市场融资活跃，技术路线多元突破，商业落地多场景试水。星尘重点投入的绳驱路线目前仍介于"早期商业 化"与"成长期"之间。方科对记者表示，绳驱本身已不是新技术，此前在工业场景已被应用了几十年，如电梯、吊车等。虽然技术原理简单，但工程实现难 度较高。选择这条路线是因为绳驱传动具 ...

Core Insights - The development of tendon ropes, a key component of cable-driven robots, is accelerating among listed companies and startups to meet future demands in robotics [1][2] Group 1: Industry Overview - Cable-driven robots are characterized by their lightweight, flexibility, high safety performance, energy efficiency, and strong biomimetic capabilities [1] - Current prototypes of cable-driven robots have been developed by various companies, including a university's octopus-like robotic arm capable of handling fragile and irregular objects [1] Group 2: Company Developments - Jiangsu Henghui Security Co., Ltd. is actively developing ultra-high molecular weight polyethylene fibers for use in robotic tendons, having completed multiple rounds of sample testing with leading robotics firms [2] - Shandong Daye Co., Ltd. is focusing on the development of metal tendons for cable-driven robots, having received small batch orders based on their research in high-performance steel wire [2] - Shandong Nanshan Zhishang Technology Co., Ltd. is producing ultra-high molecular weight polyethylene fibers with properties suitable for robotics, and is in the process of sending samples to various downstream robotics companies [2] Group 3: Material Innovations - Some companies are exploring carbon fiber materials for tendon development due to their superior tensile strength, corrosion resistance, and fatigue performance compared to metals and polymers [3]