Humanoid Robot – Expert Call Takeaways on DeepSeek Impact on Embodied AI

Summary of Key Points from the Expert Call on DeepSeek and Embodied AI Industry Overview - The discussion focuses on the humanoid robot industry and the role of embodied AI in enhancing the commercial value of humanoid robots [1][2]. Core Insights and Arguments 1. Importance of Embodied AI: Embodied AI is critical for humanoid robots, as it determines their intelligence and commercial value. The process involves four steps: sensing, decision-making, planning, and execution [2][3]. 2. Sub-models of Humanoid Robots: - Strong Reasoning Model: Enhances decision-making and planning, reducing model hallucinations [3]. - Multi-modal Large Model: Processes various types of information, allowing robots to perceive their environment [3]. - World Model: Provides a physical understanding of the world, improving human-robot interaction [4]. 3. Challenges in Developing Embodied AI: - Data Collection Difficulties: Obtaining physical world data is challenging, impacting model training and optimization. Simulated data is not yet viable for training due to discrepancies with real-world data [5]. - Insufficient Reasoning Capabilities: Current embodied AI models are in early development stages, lacking the reasoning capabilities needed for complex real-world interactions [6]. 4. Technological Advancements from DeepSeek: - Chain-of-Thought Models: DeepSeek's models improve decision-making and planning efficiency for humanoid robots [7][9]. - Enhanced Understanding: These models can surpass human experts in specific tasks, such as solving math and science problems [9]. - Cost Efficiency: DeepSeek's architecture reduces model parameters and training costs, accelerating the development of embodied AI [10][13]. 5. Future Expectations: - Timeline for All-Purpose Humanoid Robots: Full realization of all-purpose humanoid robots is projected to be 5-10 years away due to data collection and computational challenges [14]. - Increased R&D Investment: The breakthrough from DeepSeek is expected to boost R&D in specialized scenarios, enhancing technology advancements in embodied AI [14]. Value Chain Positioning 1. Sensing and Data Collection: Essential for humanoid robots to interact with their environment. Data collection factories are being established in major Chinese cities, benefiting sensor and dexterous hand companies [15]. 2. Edge-side Computing Chips: With the rise of edge-side embodied AI, there is a growing demand for chips that support this technology [17]. 3. Motion Control Units: As humanoid robots perform more complex tasks, the accuracy of motion control systems becomes increasingly critical [18]. Additional Important Insights - The emergence of strong inference models due to DeepSeek's advancements is expected to enhance market confidence in achieving embodied AI [14]. - The development of a positive ecosystem for embodied AI is being fostered by the use of DeepSeek datasets and methodologies by various edge-side models [12].