Workflow
华为机器人专家交流
300024SIASUN(300024) 华为·2024-11-07 08:16

Key Points Industry/Company Involved - Company: S Company (specifically the robot project team within S Company) - Industry: Robotics, specifically humanoid and quadruped robots Core Views and Arguments - Robot Project Initiation and Team: S Company began its robot project in April 2024 with an initial team of 23 people. The project is a secret within the company and is managed by the Forward Research Department under Phoenix ZhiChuang Technology Co., Ltd. The total budget for the project is approximately 25 million yuan, with less than 5 million yuan spent by October 2024, excluding personnel wages. [1] - Product Development: The company aims to develop robots related to the automotive industry and factory labor. Four SKUs have been planned: D1 DOG (consumer-level), D10 (industrial-level), R1 (humanoid bipedal robot), and R100 (wheelchair humanoid robot). As of October 2024, two POCs of D1 and one each of D10 and R1 have been produced. [2] - Production Goals: The company aims to achieve mass production by June 2025. However, the specific production volume and timeline are not yet determined. The decision to mass produce was made without a clear market strategy or target user group. [6][7][8] - Leadership and Decision-Making: The project is led by the head of the Forward Research Department, who is a mid-level manager. The ultimate decision-making power lies with the company's headquarters. The specific individuals driving the project within the headquarters are not clear. [9][10] - Competitive Landscape: S Company's main competitive advantage lies in hardware and supplier integration, leveraging its experience in the automotive industry. However, the company faces competition from other domestic car manufacturers entering the robotics market, such as Xpeng and BYD. [18][19] - Supplier and Partnership: The company has started contacting domestic suppliers for robot components. The priority is to consider local suppliers, especially in the gas and machinery sector. The company has not yet formed any external partnerships. [20][21] - AI and Big Model: The company is working on AI and big model development but faces challenges in this area. They are exploring partnerships with other domestic companies for AI and big model development. [30][31][33] - Cost and Pricing: The estimated cost of the robot is between 5,000 and 10,000 yuan, with a suggested retail price of 10,000 to 15,000 yuan. The company plans to reduce costs by sourcing components internally or negotiating with suppliers. [26][27][28] Other Important Points - Robot Performance: The company's robot has achieved stable leg and hand control within six months. The company aims to achieve a high level of performance in these areas. [13][14] - AI and Big Model Development: The company is working on AI and big model development but faces challenges in this area. They are exploring partnerships with other domestic companies for AI and big model development. [30][31][33] - Sensor and Component Selection: The company is still considering the sensor and component selection for the robot. The final decision will be made before mass production. [38][39][40]