H链人形机器人专家交流纪要

Summary of the Conference Call on H Chain Humanoid Robots Company and Industry Involved - Company: HW (H Chain) - Industry: Robotics, specifically humanoid robots and AI-driven technologies Key Points and Arguments 1. Collaboration Among HW, Jimu, and Sais - HW focuses on "brain empowerment," providing a machine brain through HW Cloud for large model-related business, while the digital energy department handles robot endurance and the vehicle business unit shares autonomous driving visual technology for robot vision [2] - Jimu is positioned as a research company for critical components and key technologies, taking over hardware-related tasks from HW starting December 2023 [2] - Sais is not merely a contract manufacturer; the final robot products will carry the Sais brand, with HW providing support across multiple departments [2][23] 2. Robotics Technology - The "cerebellum control" is primarily managed by the main manufacturers, with HW currently collaborating with companies like Leisai and Guhigh for motion research [3][7] - HW plans to explore the integration of cerebellum and control systems in the future, initially through partnerships [3] 3. Large Model Planning - HW Cloud's model strategy includes S1 (small to medium models) and S2 (super large models), with the latter responsible for interpreting video and language [4][12] - The Pangu large model consists of three tiers, utilizing a 5+N+X classification for easy integration with front-end robots [4][12] - HW aims to release a large model annually, typically in the third quarter, with potential for two releases in special circumstances [13] 4. Data Collection and Simulation - HW's data collection differs from Tesla's, focusing on a combination of large models and robot motion control, with a significant portion of data coming from simulation [14][15] - In partnerships, simulation data can account for 70-80% of the data used, while real-world simulations are prioritized for accuracy [15][16] 5. Hardware Selection and Challenges - Jimu is currently selecting critical hardware components for robots, with final suppliers to be confirmed after the third-quarter release [5][17] - HW acknowledges that while there are no absolute bottlenecks in robotics, they still need to master kinematic technologies [5][18] 6. Sais's Role and Advantages - Sais has significant advantages in hardware production, including large production lines and the ability to invest in heavy assets [31] - The collaboration allows HW to observe and learn from other manufacturers, enhancing resource utilization [31] 7. Future Developments and Expectations - HW plans to have a prototype ready by June 2024, with a public release expected in the third quarter [26] - The goal is to produce 1,000 to 2,000 units by the fourth quarter, marking a significant milestone in production [26] 8. Market Position and Competitors - HW has been in the robotics field for several years, accumulating industrial experience, which positions them favorably against competitors like Tencent [30] - HW's approach to robotics emphasizes gradual learning and collaboration with specialized manufacturers for motion control [33] 9. Investment and Team Development - Following recent investments, HW is gradually building its R&D team, focusing on custom development of robot components [34] - The team will interface with various hardware manufacturers to enhance the development of the cerebellum and control systems [34] 10. Overall Strategy and Market Dynamics - HW's strategy involves supporting Sais in building a robust robotics industry chain, leveraging national support to recover domestic performance [28] - The collaboration aims to transform Sais into a competitive player in the robotics market, potentially influencing other manufacturers [28] Other Important but Overlooked Content - HW's collaboration with Sais is likened to a "孵化器" (incubator), emphasizing the supportive role HW plays in Sais's development [23] - The complexity of motion control and the need for specialized partnerships highlight the challenges HW faces in advancing its technology [10][32]