SIASUN(SZ:300024)2025-02-10 08:42Summary of Conference Call on Humanoid Robotics Industry Overview - The discussion revolves around the humanoid robotics industry, particularly focusing on advancements in artificial intelligence (AI), machine learning, and machine vision technologies that are crucial for the development of humanoid robots [1][2][3]. Key Points and Arguments 1. Advancements in AI Models: The introduction of open-source models like DeepSeek is expected to significantly enhance the capabilities of humanoid robots, particularly in their cognitive functions, moving closer to Artificial General Intelligence (AGI) [2][4]. 2. Impact of DeepSeek: DeepSeek's integration into humanoid robotics is seen as a revolutionary step, improving the robots' ability to process information and adapt to dynamic environments, which is essential for their practical applications [3][7]. 3. Market Dynamics: The humanoid robotics market is experiencing significant interest and investment, with companies like FigureAI moving away from OpenAI's models to leverage DeepSeek for better performance in real-world applications [2][29]. 4. Current Market Statistics: Approximately 30% to 40% of labor in factories is currently being replaced by robots, indicating a substantial opportunity for humanoid robots to take over the remaining 70% of tasks that require more complex human-like capabilities [6]. 5. Technological Innovations: The focus on innovations in perception, cognition, and motion control technologies is critical for the development of humanoid robots. Companies like Tesla and domestic firms are competing to enhance these capabilities [11][12][13]. 6. Application Scenarios: The potential applications for humanoid robots are categorized into three main areas: industrial, commercial, and household. Industrial applications are currently the most developed, but commercial and household applications are expected to grow significantly [15][16][38]. 7. Future Market Projections: By 2025, the humanoid robotics market is anticipated to see substantial growth, with projections suggesting that each household could own multiple humanoid robots, leading to a market size potentially exceeding trillions of dollars [39][40]. 8. Challenges Ahead: The industry faces challenges in achieving mass production and ensuring the stability and reliability of humanoid robots in various applications. Key factors include technological breakthroughs, cost reductions, and the establishment of a robust supply chain [42][43][54]. Other Important Insights - Competitive Landscape: The competition among companies in the humanoid robotics sector is intensifying, with a focus on innovation and the ability to adapt to specific application needs. Companies that can effectively leverage AI and machine learning will likely emerge as leaders [10][14][17]. - Training Data Requirements: The emergence of models like DeepSeek may reduce the dependency on extensive training data, potentially lowering the costs associated with developing humanoid robots [46]. - Technological Limitations: Current humanoid robots are still limited in their operational stability and adaptability, with only about 34% of tasks being performed reliably. Improving this stability is crucial for broader adoption [56]. This summary encapsulates the key discussions and insights from the conference call regarding the humanoid robotics industry, highlighting both the opportunities and challenges that lie ahead.