编者的话：美国科技巨头英伟达智能机器业务负责人穆拉利·戈帕拉克里希纳近日在接受日本媒体采访 时表示，在人工智能（AI）主导的新潮流下，"日本已不再是机器人大国"。日本是最早发明人形机器人 的国家，20世纪60年代就已经在人形机器人领域赛道抢跑。日本为何错失AI驱动的人形机器人热潮？ 哪些瓶颈制约日本人形机器人发展？日本能否重返机器人大国的地位？《环球时报》记者对此采访了行 业内多位专家和企业。 只能对话的涩谷美女机器人 据日经中文网11日报道，穆拉利表示，当前中美企业正引领人形机器人的开发潮流，而日本"已经落 后"。过去的研发以硬件为核心，日本曾占据领先优势，但如今"已转向AI优先"，这是日本落后的背 景。 日本企业（中国）研究院执行院长陈言去年在东京涩谷地下街，看到了一个只有上半身的美女机器人， 看起来像商场里的半身服装模特模型，但这个机器人可以与人对谈。尽管"女模特"的声音以及脸部神情 都很出色，但他发现这个机器人并不能像在中国大型机器人展会上看到的机器人那样，能端一杯酒或者 做很多动作，"只能对话的话，和我对着电脑对话没有什么不同"。 陈言告诉《环球时报》记者，在日本社会的普遍认知中，"机器人就是拧螺丝 ...

【环球时报记者 杨沙沙 环球时报驻日本特约记者 邵南】 编者的话： 美国科技巨头英伟达智能机器业务 负责人穆拉利·戈帕拉克里希纳近日在接受日本媒体采访时表示，在人工智能（AI）主导的新潮流 下，"日本已不再是机器人大国"。日本是最早发明人形机器人的国家，20世纪60年代就已经在人形机器 人领域赛道抢跑。日本为何错失AI驱动的人形机器人热潮？哪些瓶颈制约日本人形机器人发展？日本 能否重返机器人大国的地位？《环球时报》记者对此采访了行业内多位专家和企业。 只能对话的涩谷美女机器人 据日经中文网11日报道，穆拉利表示，当前中美企业正引领人形机器人的开发潮流，而日本"已经落 后"。过去的研发以硬件为核心，日本曾占据领先优势，但如今"已转向AI优先"，这是日本落后的背 景。 日本企业（中国）研究院执行院长陈言去年在东京涩谷地下街，看到了一个只有上半身的美女机器人， 看起来像商场里的半身服装模特模型，但这个机器人可以与人对谈。尽管"女模特"的声音以及脸部神情 都很出色，但他发现这个机器人并不能像在中国大型机器人展会上看到的机器人那样，能端一杯酒或者 做很多动作，"只能对话的话，和我对着电脑对话没有什么不同"。 陈言告诉《 ...

以下文章来源于日商日旅 ，作者KYOKU 日商日旅 . 前商业媒体人，管理者，早稻田大学硕士。 在一家40%外国人、员工来自15+国的日本旅游上市公司工 作。 基本能半月更。 原文标题：《日本与人形机器人：万事不俱备，爷另辟蹊路》，题图来自：AI生成 "机器人"是怎样一个产业？几乎是2020年以来除AI之外的重要热点。 日本被调侃"起个大早赶了晚集" ，中国有宇树、优必选、众擎，美国有特斯拉、Figure， 日本一家 能打的都没有。 不是号称创新发源地吗？不是全球最早创造出人形机器人的国家吗？1963年诞生的 机器人阿童木，不就满天飞了吗？ 但是咱们也不太敢盲目断定日本机器人真不行，因为 机器人里还有个类型叫"工业机器人"，日本貌 似很强。 笔者写这篇分析的原因是，某日读到徐静波老师写到"东京国际机器人展"，特意飞奔到现场参观了一 番。与笔者写过的 日本出不来Deepseek相似 ，日本AI的"行"与"不行"，日本机器人的"行"与"不 行"，还真是不分析不知道。 日本为何完全放弃人形机器人 2025年春晚扭着秧歌亮相+"世界人形机器人运动会"，使得"机器人"往往被误认为就是"人形机器 人"。 但是，海那边的日 ...

以下文章来源于日经中文网 ，作者日经中文网 日经中文网 . 编制日经指数的《日本经济新闻》的中文版。提供日本、中国、欧美财经金融信息、商务、企业、高科技报道、评论和专栏。 宇树科技开发的人形机器人"G 1"（12月3日，东京 都江东区） 这6台机器人都是中国企业生产的。"G1"型号的机器人可以帮来到展区咖啡厅的顾客点餐并运送饮料和点心。G1由成立于2016年 的中国独角兽企业宇树科技开发。身高130厘米，重量35公斤，身材小巧，但具备稳定的步行性能。 G1还能站在人的旁边跳舞，展示出其性能之高。在日本说唱组合Creepy Nuts的《Bling-Bang-Bang-Born》等背景音乐下，成功完 成了跳跃和转身动作，引起到场观众的阵阵呼声。 日本曾凭借本田的"ASIMO"等机器人被誉为"机器人之国"而备受关注。然而，现在在人形机器人的开发竞争中，中国和美国企业处于领先 地位。业界正在将机器人重新定位为AI的"身体"…… 来源｜ 日经中文网（ID：rijingzhongwenwang） 封面来源 ｜ 视觉中国 日本长期保持优势地位的机器人产业正在发生"地壳变动"。在12月初于东京开幕的机器人展会上，中国企业制造 ...

Core Viewpoint - The article discusses the contrasting approaches of China and Japan in the robotics industry, highlighting China's rapid advancements and Japan's historical challenges in humanoid robotics, while emphasizing Japan's strength in industrial robotics [5][7][17]. Group 1: Industry Overview - Robotics has become a significant focus for high-tech startups in China since 2020, alongside AI, with substantial investments and policy support [5]. - Japan, despite being an early innovator in humanoid robotics, has struggled to commercialize its developments, with notable failures like ASIMO and Pepper, which faced high costs and low market demand [9][10]. - The global market for industrial robots is projected to account for approximately 71.4% of total revenue in 2024, indicating a strong demand for industrial applications [21]. Group 2: Comparative Analysis - Japan's robotics industry has historically focused on stability and reliability, with a strong emphasis on long-term partnerships and high-quality components, while China's approach is characterized by rapid innovation and cost competitiveness [29][32]. - The article notes that Japan has lost its exploratory drive in humanoid robotics, while China is making significant strides in this area, leveraging advancements in AI and manufacturing capabilities [10][17]. - The differences in robotics strategies between China and Japan are attributed to varying economic structures, technological foundations, and risk preferences [19][32]. Group 3: Market Dynamics - The article highlights that the demand for humanoid robots is not yet strong globally, with most buyers being experimental or marketing-oriented, which complicates the commercial viability of humanoid robotics [16][19]. - Japan's industrial robotics sector remains robust, with major companies like FANUC and Yaskawa maintaining significant market shares and focusing on B2B business models [22][24]. - The article emphasizes that Japan's industrial robots are integrated with advanced AI technologies, enhancing their operational capabilities while maintaining a focus on reliability and precision [27][30].

GMO展示的3款人形机器人（12月3日，东京都江东区） 宇树科技开发的人形机器人"G1"（12月3日，东京都江东区） 这6台机器人都是中国企业生产的。"G1"型号的机器人可以帮来到展区咖啡厅的顾客点餐并运送饮料和 点心。G1由成立于2016年的中国独角兽企业宇树科技开发。身高130厘米，重量35公斤，身材小巧，但 具备稳定的步行性能。 G1还能站在人的旁边跳舞，展示出其性能之高。在日本说唱组合Creepy Nuts的《Bling-Bang-Bang- Born》等背景音乐下，成功完成了跳跃和转身动作，引起到场观众的阵阵呼声。 配合乐曲跳跃的人形机器人"G1"（12月3日，东京都江东区） 总部位于深圳的众擎机器人制造的"PM01"和优必选科技开发的"Walker E"也在挥手迎接观众。"Walker E"可携带多达30公斤的货物，设想用于工厂和仓库。 日本GMO AI & Robotics Corporation社长内田朋宏表示，"我们正努力尽可能多地引进人形机器人"。他 们正在包括日本在内的全球范围内寻找机型，但"目前能够实现量产且具备销售体系、并且实际可以买 到的，只有中国制造的产品"。 日本曾凭借本田的" ...

日本长期保持优势地位的机器人产业正在发生"地壳变动"。在12月初于东京开幕的机器人展会上，中国 企业制造的人形机器人显示出存在感。在据称全球达到5万亿美元的新市场上，美国和中国的新兴企业 处于领先，日本企业的存在感目前还很薄弱。 GMO展示的3款人形机器人（12月3日，东京都江东区） 日本曾凭借本田的"ASIMO"等机器人被誉为"机器人之国"而备受关注。然而，现在在人形机器人的开发 竞争中，中国和美国企业处于领先地位。业界正在将机器人重新定位为AI的"身体"…… "请点餐"，像人类般灵活行动的机器人正在接待"2025国际机器人展"的参观者。这是首次参展的日本 GMO Internet Group公司于2025年4月开始提供租赁服务的人型机器人。6台曾经"被派遣"到企业和工厂 的机器人此次聚集在一起参加了展会。 宇树科技开发的人形机器人"G1"（12月3日，东京都江东区） 这6台机器人都是中国企业生产的。"G1"型号的机器人可以帮来到展区咖啡厅的顾客点餐并运送饮料和 点心。G1由成立于2016年的中国独角兽企业宇树科技开发。身高130厘米，重量35公斤，身材小巧，但 具备稳定的步行性能。 G1还能站在人的旁边跳 ...

Group 1 - The article discusses the challenges faced by humanoid robots in achieving dexterity despite significant investments from venture capital firms and large tech companies [2][3][5] - Humanoid robots are designed to mimic human body structures and perform tasks in human environments, with the goal of creating versatile robots capable of handling various jobs [5][6] - Companies like Tesla and Figure are optimistic about the economic potential of humanoid robots, with predictions of generating trillions in revenue, but the timeline for achieving human-level dexterity remains uncertain [6][7] Group 2 - The history of humanoid robot development spans over six decades, with significant contributions from various researchers and institutions, including early models from Waseda University and Honda [8][9] - Despite advancements, no humanoid robot has demonstrated significant dexterity comparable to human capabilities, and existing designs have not been successfully applied in practical industrial settings [20][21] - The article emphasizes the importance of tactile feedback and dexterity in humanoid robots, arguing that current training methods relying on visual data are insufficient for achieving the desired level of skill [23][24][44] Group 3 - The article critiques the reliance on "learning from demonstration" methods, highlighting the limitations of current approaches that do not incorporate tactile or force feedback [23][24][25] - Companies like Figure and Tesla are shifting towards training humanoid robots using first-person videos of humans performing tasks, betting on the effectiveness of visual learning [26][27] - The article concludes that achieving true dexterity in humanoid robots will require a deeper understanding of tactile perception and the integration of such feedback into training methodologies [44][45]

Core Viewpoint - The humanoid robot industry in China is rapidly developing, showcasing significant advancements at the World Robot Conference, with Chinese companies gaining a competitive edge over their American and Japanese counterparts [2][5]. Group 1: Industry Growth and Competition - The World Robot Conference, held in Beijing, highlighted the presence of advanced humanoid robots, with 50 companies exhibiting humanoid robots, marking a notable increase in interest compared to previous years [4]. - As of the end of 2024, over 220 companies globally have released prototypes and related products of humanoid robots, with Chinese companies accounting for half of this number, significantly outpacing the 20% share of American companies [5]. - The Chinese government has been providing strong support for the humanoid robot industry, aiming for global leadership by 2035, similar to achievements in shipbuilding, solar panels, and electric vehicles [5]. Group 2: Technological Advancements and Supply Chain - Chinese companies are leveraging technology accumulated in the electric vehicle (EV) sector to enhance humanoid robot development, with components like joint modules being developed by companies such as Ningbo Top Group [6]. - Utilizing Chinese components can reduce the cost of humanoid robots to one-third, providing a significant cost advantage in the market [8]. - A report by Morgan Stanley identified 100 global publicly listed companies involved in humanoid robot development, with 21 Chinese companies in the supply chain for critical components, surpassing the 18 American companies [5][8]. Group 3: Global Market Projections - Research from Bank of America predicts that global shipments of humanoid robots will reach approximately 18,000 units by 2025 and increase to 1 million units by 2030, with a projected total of 3 billion units by 2060 [11]. - The United Nations forecasts that by 2060, the global population will approach 10 billion, leading to a ratio of 3 humanoid robots for every human [11]. Group 4: Societal Impact and Data Privacy Concerns - As humanoid robots become more integrated into daily life, concerns arise regarding their potential role as data collection tools due to their extensive use of cameras and sensors, highlighting the need for international data protection standards [13].

Core Viewpoint - The competition in the next-generation automotive sector will be significantly influenced by software updates that enhance driving performance and functionality, with companies like Tesla and Huawei leading the charge in software innovation [1][2]. Group 1: Collaboration between Honda and Nissan - Honda and Nissan are negotiating to standardize the basic software (operating system) for vehicle control, aiming to implement it in new models by the late 2020s [1]. - The two companies have been conducting joint research on software technology since August 2024, with plans to decide on mass production development based on the effectiveness of their collaboration [1][2]. - The collaboration is driven by concerns over data competition in the next-generation automotive field, where features like autonomous driving and enhanced in-car experiences are critical [2]. Group 2: Development of Operating Systems - Honda is developing its own operating system called "ASIMO," while Nissan is also advancing its proprietary system, aiming to create user-friendly systems akin to Apple's iOS and Google's Android [2]. - Both companies plan to launch vehicles equipped with their independently developed operating systems starting in 2026, with a joint system expected to debut in new models by the late 2020s [2]. - The collaboration aims to reduce development costs, which can reach trillions of yen, by sharing resources and technology [2]. Group 3: Competitive Landscape - Tesla, a leader in the industry, utilizes its own operating system, resolving approximately 40% of recall issues through software updates [2]. - Chinese tech companies like Huawei are also at the forefront of software innovation in the automotive sector [2].