具身智能行业习惯将机器人分为"大脑"、"小脑"和"本体"。"大脑"指人形机器人负责感知和决策的智能 中枢，"小脑"负责运动控制，"本体"则是硬件结构。 截至6月20日，已有华为、荣耀、vivo、小米等手机厂商宣布入局具身智能领域。各家在具身智能的细 分赛道选择上各有侧重，主流手机厂商选择不直接制造机器人本体，而拥有多品类硬件生产供应链优势 的小米是个例外。 和智能汽车业务的模式相似，华为选择通过提供盘古大模型、华为云、OpenEuler等核心技术，做一个 机器人"大脑"与"神经系统"的技术提供商，赋能达闼、乐聚、科沃斯（603486）等机器人本体制造商和 应用集成商，帮助他们开发出更智能、更高效的机器人产品。这符合华为的一贯做法：不追求在所有环 节都做到"端到端"，而是专注提供底层技术和平台。 荣耀于2025年5月正式官宣进军机器人行业，计划在未来五年内投入100亿美元，构建全球AI终端生态 体系，这也是荣耀CEO李健所提出的"阿尔法战略"的重要内容。 经济观察报记者陈月芹 6月20日，在华为开发者大会(HDC2025)上，华为常务董事、华为云计算CEO张平安在发布CloudRobo具 身智能平台时强调，"华 ...

Core Insights - The humanoid robot sector is gaining traction, with major players from various industries, including traditional robotics, internet giants, automotive companies, and smartphone manufacturers, entering the market [1][2] - The competition among smartphone manufacturers in the humanoid robot space is intensifying, with companies like Huawei, Vivo, OPPO, Xiaomi, and international giants like Apple and Samsung all vying for a position in this emerging market [1][2] Industry Trends - The humanoid robot market in China is projected to grow significantly, with an estimated market size of 2.158 billion yuan in 2024, reaching nearly 38 billion yuan by 2030, reflecting a compound annual growth rate (CAGR) of over 61% [2] - The production of industrial robots in China increased by 27% year-on-year in the first two months of this year, while service robots, including humanoid robots, saw a 35.7% increase in production [2] Company Strategies - Apple is focusing on developing consumer-oriented home robots, aiming to redefine human-robot interaction rather than just creating humanoid machines [3] - Honor is restructuring its operations to focus on AI and robotics, establishing new departments and aiming to invest $10 billion over the next five years to build a global AI terminal ecosystem [4] - Xiaomi's CyberOne robot is being developed for home care and companionship, while Vivo has set up a lab dedicated to robot product incubation [5] Technological Advancements - The overlap between robotics and smart terminal technologies, such as AI algorithms and chip development, allows smartphone manufacturers to leverage their existing expertise in the robotics field [2][7] - Honor's YOYO AI agent has achieved capabilities in AI vision and autonomous task execution, showcasing the potential of integrating advanced AI models into robotics [7] Challenges and Market Outlook - Despite the promising outlook for the humanoid robot market, significant challenges remain, including high technical barriers, long return cycles, and slow market cultivation [8] - The industry is still in its early stages, with humanoid robots facing limitations in natural language understanding and emotional recognition, indicating that there is still a long way to go before they become widely usable [7][8] - The market is expected to see accelerated growth around 2028, contingent on the actions of leading companies like Tesla in scaling production [8]

Core Insights - The article highlights the entry of major global companies, particularly Nvidia and Tesla, into the embodied intelligence sector, with Tesla being recognized as a leader in humanoid robotics through its Optimus project [1][6] - Tesla's Optimus robot shares technological roots with its vehicles, utilizing the same Full Self-Driving (FSD) system and hardware, which positions it uniquely in the market [1][6] - The article notes that 15 well-known automotive manufacturers have entered the humanoid robotics space, with 11 of them based in China, indicating a competitive landscape [2][3] Group 1 - Tesla's Optimus is expected to become one of its most important products, with Musk predicting a future where humanoid robots could number in the billions, highlighting significant economic potential [6][12] - The humanoid robotics sector is becoming increasingly crowded with automotive companies and industry leaders, forming a strong faction within the embodied intelligence space [3][4] - The article discusses the challenges faced by companies like Xiaomi and Xpeng in the humanoid robotics market, including delays and team restructuring, while emphasizing their potential to commercialize humanoid robots [14][15][24] Group 2 - Xpeng has made significant strides in humanoid robotics, with its Iron robot being positioned to potentially achieve commercial production ahead of competitors [15][21] - The article outlines the development history of Xpeng's humanoid robot, including acquisitions and team expansions, while also noting the challenges faced in terms of commercialization and team stability [16][24] - Xiaomi's CyberOne was one of the first humanoid robots to be publicly showcased, indicating its early entry into the market, but it has faced challenges in visibility and progress [25][27]

作者丨猎云精选（lieyunjingxuan） 作者丨王非 图源丨Midjourney 以下文章来源于猎云精选 ，作者王非 猎云精选 . 聚焦科技创业创新，钻研产业趋势，用心服务创业者。 华米Ov后，又一手机厂商加入"造人"行列。 5月28日，在荣耀400系列新品发布会上，荣耀CEO李健分享了公司员工与机器人研发的故事，通过 视频展示了员工与一款机器人跑步的情况。这款机器人跑步速度达到4m/s，打破之前机器人行业纪 录。 一时间，外界关于荣耀进军机器人的讨论不绝于耳。一方面是惊叹于荣耀机器人的出色表现，更多的 则是惊叹于荣耀突然就放出了大招。 事实上，早在2024年底，在时任CEO赵明治下，荣耀旗下就已密集注册多家新公司，经营范围就包 括智能机器人销售、智能无人飞行器销售等。 李健接任荣耀CEO后，不只是将进军机器人摆在明面，更是将其摆在战略层面的高度上，并加速了这 一进程的推进。 对于未来发展，李健表示，根据不同的场景和需求，荣耀结合自身的技术积累（比如算法），再去决 定究竟是采取供应链生态合作、还是自己单独推出相应机器人产品。不管怎样，荣耀都会推出很好的 机器人产品。 来源：凤凰网科技 悄然布局，一鸣惊人 ...

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以下文章来源于快鲤鱼 ，作者巴里 快鲤鱼 . 创业邦旗下AGI矩阵号，寻找海内外创新性的AGI高成长公司，记录AGI商业领袖的成长轨迹。 全球AI产业周报 为你精选过去一周（2.22-2.28）最值得关注的AI新闻和 国内外热门AI投融资事件 ，帮助大家及时 了解全球AI市场动向。 本周AI热点资讯 国内大事 纵目科技创始人唐锐回应"跑路"传闻 唐锐表示，确实在和联席CEO商议之后在春节之前离开国内，并且暂未回国。目前其工作主要在于两 个方面：一是和国内股东以及股东组成的应急小组共同解决国内业务重整过程中的问题。二是尽可能 维持海外的蚕丛业务，并寻求海外蚕丛业务的潜在投资人，并且在合适的时间将海外蚕丛业务的投资 人和国内的重整过程进行并轨处理。（中国企业家） 上海一明星AI公司倒下，员工遭停薪，澜码创始人周健回应：正寻求被并购 2月24日消息，国内企业级AI Agent（智能体）公司上海澜码科技有限公司（以下简称"澜码科技"） 近期对数十名员工直接解除劳动合同，停薪资、停社保已经超过三个月（去年10月起）。同时，"澜 码科技"公众号自去年10月28日至今处于停更状态。对此，澜码科技创始人、CEO周健23日回应 ...