Core Viewpoint - Black Sesame Intelligence is attempting to enter the humanoid robot sector by acquiring Zhuhai Yizhi Electronics for a price between 400 million to 550 million yuan, which is close to the company's projected revenue for 2024 [1][2] Group 1: Acquisition Details - The acquisition of Yizhi Electronics, which specializes in AI machine vision algorithms and SoC chip design, will make it a non-wholly-owned subsidiary of Black Sesame Intelligence, with its financial performance integrated into the group's financial statements [1][2] - This acquisition is expected to enhance Black Sesame's product offerings in the robotics sector and improve its competitive advantage in the AI SoC chip market [2][3] Group 2: Business Performance - In the first half of the year, Black Sesame reported a revenue of 2.53 billion yuan, a year-on-year increase of 40.4%, but also experienced a net loss of 762 million yuan, a significant decline from a profit of 1.105 billion yuan in the same period last year [5][6] - The company's main business segments, including autonomous driving and smart imaging solutions, saw revenue growth but also a decline in gross margin, indicating financial pressure [4][6] Group 3: Market Context and Challenges - The humanoid robot industry is still in its early stages, with significant technological advancements expected to take 5 to 10 years, which poses a high-risk challenge for companies entering this market [5] - Black Sesame's current market share in the autonomous driving chip sector is low, and the competition is intense, which raises concerns about the company's ability to allocate resources effectively between its core business and new ventures [6][8] Group 4: Strategic Considerations - Experts suggest that companies entering new sectors like humanoid robotics must align their strategic goals and ensure that these new ventures complement their existing strengths [2][9] - The CEO's high compensation amidst the company's financial struggles has raised concerns about shareholder value and the alignment of executive incentives with company performance [9]

Core Viewpoint - The article discusses the launch of the SesameX multidimensional intelligent computing platform by Black Sesame Intelligence, marking a significant step in the commercialization of robotics and the evolution of embodied intelligence in the next decade [1][4]. Group 1: Product Launch and Technology Development - The SesameX platform is the industry's first dedicated deployment platform for commercial robotics, aiming to support the development of the robotics industry [1][4]. - Black Sesame Intelligence has leveraged its experience in the smart automotive sector to enhance its capabilities in robotics, positioning itself as a leader in embodied intelligence [1][5]. - The platform is designed to address four major technical pain points in the robotics industry, including safety, system integration, multi-task coordination, and algorithm evolution [9][10]. Group 2: Platform Architecture and Core Modules - SesameX features a four-layer system architecture, including a computing platform, middleware, atomic application layer, and a comprehensive safety framework [10][18]. - The platform includes three core computing modules: Kalos, Aura, and Liora, each targeting different levels of robotic intelligence and capabilities [12][14][16]. - Kalos is designed for low-speed applications, Aura for multi-legged and collaborative robots, and Liora serves as a powerful brain for humanoid robots, supporting complex tasks [12][14][16]. Group 3: Safety and Evolutionary Intelligence - The SesameX platform emphasizes safety as an integral attribute, redefining it as "Action = Safety" within its operational framework [20]. - The platform aims to transform robots from pre-programmed executors into self-evolving intelligent entities, enhancing their adaptability and learning capabilities [20]. Group 4: Ecosystem and Strategic Partnerships - Black Sesame Intelligence is committed to an open collaboration model, partnering with various companies to drive the commercialization of robotics [22][24]. - The company has established strategic partnerships with several firms, including Junsheng Electronics and Huazhong Electric Power Technology, to explore applications of embodied robots in different industries [26]. - The launch event included a roundtable forum discussing the future of intelligent robotics, highlighting the importance of collaboration across academia and industry [28].

Core Viewpoint - Black Sesame Intelligence has officially launched the SesameX multidimensional embodied intelligence computing platform, marking its expansion from smart driving to the embodied intelligence industry, particularly in robotics [1][2] Group 1: Product Launch and Technology - The SesameX platform aims to address four major technical pain points in the robotics industry, including the imbalance between different types of intelligence, lack of safety mechanisms, fragmented systems, and challenges in algorithm evolution [2] - The platform consists of three core computing modules: Kalos, Aura, and Liora, each corresponding to different levels of robotic development, from visual driving to cognitive evolution [3] Group 2: Market Potential and Strategic Partnerships - The CEO of Black Sesame Intelligence predicts that by 2040, annual sales of various robots will exceed 1 billion units, with the market size surpassing $1 trillion [1] - Black Sesame has established strategic partnerships with companies like Joyson Electronics and Hubei Huazhong Electric Power Technology to explore applications of embodied robots in various industries [5] Group 3: Industry Perspectives and Future Outlook - Industry experts believe that the next decade will see significant advancements in robotics, with a focus on human-robot collaboration rather than outright replacement of humans [6][7] - The consensus among industry leaders is that robots will increasingly become integrated into daily life and various sectors, potentially exceeding current expectations for their adoption [7]

Core Viewpoint - Black Sesame Intelligence has officially launched the SesameX multidimensional embodied intelligence computing platform, marking its expansion from smart driving to the embodied intelligence industry, particularly in robotics [1][2]. Group 1: Product Launch and Features - The SesameX platform is a full-stack computing platform designed to create a "robotic brain system" that addresses four major technical pain points in the robotics industry: imbalance between different processing units, lack of safety mechanisms, fragmented systems, and challenges in algorithm evolution [4]. - The platform consists of three self-developed modules: Kalos, Aura, and Liora, each corresponding to different levels of robotic development—visual driving, sensory control coordination, and cognitive evolution [7]. - Kalos is suitable for low-speed robots like delivery and cleaning robots, providing a cost-effective solution for visual perception and motion control [7]. - Aura is designed for high-performance applications, enabling robots to understand the world and act precisely, suitable for multi-legged robots and collaborative arms [7]. - Liora serves as a comprehensive computing platform for embodied intelligence, supporting world modeling and end-to-end control, applicable to humanoid robots and emotional interaction robots [7][8]. Group 2: Market Outlook and Strategic Partnerships - The CEO of Black Sesame Intelligence predicts that the next decade will be the era of intelligent robots, with expectations that by 2040, annual sales of various robots will exceed 1 billion units, and the market size will surpass $1 trillion [6]. - Black Sesame Intelligence is committed to commercializing robotics in collaboration with ecosystem partners, having already achieved commercial deployment with several partners in logistics and robotics [10]. - Strategic partnerships have been established with companies like Joyson Electronics and Hubei Huazhong Electric Power Technology, focusing on the application of embodied robots in various industries [10]. Group 3: Industry Perspectives - Experts believe that the robotics industry is currently at a stage similar to that of the smart automotive industry in 2018, but with a growth rate expected to exceed that of smart cars [10]. - Discussions at a roundtable forum highlighted the potential for human-robot collaboration, emphasizing that robots are likely to serve as tools rather than replacements for humans in the short to medium term [15].

Core Insights - The next decade is expected to usher in a "robotic new era," with significant advancements in embodied intelligence and the introduction of the SesameX multi-dimensional intelligent computing platform by Black Sesame Intelligence [1][3][4] Group 1: Product Launch and Technology - Black Sesame Intelligence launched the SesameX platform, the first commercial deployment platform dedicated to the robotics industry, during the event held in Shanghai [1][4] - The SesameX platform is designed to support the development of robots by providing a comprehensive solution that includes automatic deployment, data collection, algorithm iteration, and model updates [5][6] - The platform consists of a four-layer system architecture, including a computing platform, middleware layer, atomic application layer, and a neural communication layer, enabling efficient collaboration among various intelligent units [7][11] Group 2: Market Potential and Industry Impact - The robotics industry is projected to grow into a trillion-dollar market with billions of robots by 2040, highlighting the importance of embodied intelligence technology for robots to become integral parts of daily life [3][4] - Black Sesame Intelligence aims to leverage its experience in the smart automotive sector to drive advancements in the robotics field, positioning itself as a leader in the evolution of embodied intelligence [3][4] Group 3: Strategic Partnerships and Ecosystem Development - The company announced strategic partnerships with various organizations, including Junsheng Electronics and Hubei Huazhong Electric Power Technology Development Co., to explore applications of embodied robots in different industries [13] - Black Sesame Intelligence is committed to an open collaboration approach, working with partners to promote the successful commercialization of robotics and drive industry development [12][13] Group 4: Key Features of SesameX Platform - The SesameX platform emphasizes safety as a core attribute, integrating it into the operational framework of robots rather than treating it as a standalone feature [11] - The platform includes three core computing modules—Kalos, Aura, and Liora—each designed to address different levels of robotic intelligence, from visual perception to cognitive evolution [8][10]