In 2024, we are at the forefront of a new technological revolution - humanoid robots. They are no longer just a technological concept, but have gradually become a reality, and are recognized as the next disruptive product after computers, smartphones, and new energy vehicles. What they bring will be an unprecedentedly vast blue ocean market and a new world full of infinite possibilities. Imagine a highly intelligent, autonomously capable robot that interacts naturally with humans and can help us with a variety of complex tasks, from simple chores to complex tasks, and even become our life partners. Such a humanoid robot is no longer an unattainable dream, but is gradually becoming a reality. Recently, with the rapid development of AI large models, the research and development progress of humanoid robots is changing with each passing day. Domestic and foreign enterprises have invested heavily in research and development, and constantly refreshed the technological height. We can see that humanoid robots are becoming more and more intelligent, more and more powerful, and their application fields are becoming more and more extensive. In this context, we have reason to believe that humanoid robots will become an important pole of future science and technology, leading a new round of scientific and technological revolution. They will change the way we live, improve our quality of life, and create more possibilities for us. Therefore, we cannot ignore this trend and cannot miss this opportunity. We should actively pay attention to the development of humanoid robots, understand their latest developments, and explore their application prospects. Only in this way can we seize the opportunity in this new scientific and technological revolution and win the future. So, let's look forward to the future of humanoid robots together! We believe that they will bring us a better and smarter world.
Tesla shared a video of the latest humanoid robot Optimus on social media, demonstrating a smoother walking ability, which sparked widespread ** and discussion. Since the beginning of this year, Tesla has released Optimus many times, and it can be seen from these ** that in just a few weeks, the performance of humanoid robots has been continuously iteratively upgraded. Tesla first unveiled the Optimus project in August 2021, which aims to help humans do dangerous, repetitive, tedious work, with the first production versions going to be used in Tesla factories. On January 25 this year, Tesla CEO Elon Musk said at the earnings conference that humanoid robots will be shipped in 2024.
In China, UBTECH, a domestic robot manufacturer, recently released the humanoid robot Walkers entering the NIO factory for "internship". The future of humanoid robots in practical application scenarios is more clearly visible.
The clear progress of humanoid robots has triggered continuous attention from funds to A-share robot-related sectors. According to the CITIC ** research report, the concept of humanoid robots is hot, mainly because of the expected improvement in the progress of Tesla's humanoid robot industry chain, the AI giant igniting the fire of robot technology innovation, and the continuous improvement of the policy side and the manufacturer side.
China Securities Construction Investment said in the research report that humanoid robots have a wide range of application scenarios and are a powerful supplement to industrial robots and other automation equipment, and their global market space can reach trillions of levels, which is not inferior to 3C and new energy vehicles.
According to Musk's **, in the future, assuming that the ratio of humanoid robots to the population is 2:1, the demand for humanoid robots is expected to reach 10 billion to 20 billion units, and the demand for humanoid robots will even far exceed that of cars.
Goldman Sachs believes that under an ideal state, the humanoid robot market is expected to reach a scale of $154 billion by 2035, close to the global electric vehicle market and the global smartphone market in 2022 1 3.
Strong policy support.
A set of data highlights China's potential and strength in the field of robotics.
According to the 2023 World Robot Report, in 2022, the installed capacity of industrial robots in China will be 290,000 sets, a year-on-year increase of 5%, accounting for 52% of the global installed capacity, and it has become the world's largest industrial robot consumer market for ten consecutive years. The application field of industrial robots has covered 65 industry categories and 206 industry categories, and is more widely used in automobiles, electronics, machinery and other fields, and rapidly expanded in emerging industries such as new energy vehicles, lithium batteries, and photovoltaics.
According to data from the Ministry of Industry and Information Technology, from January to October 2023, the operating income of China's robot industry exceeded 130 billion yuan, a year-on-year increase of 93%；The total import and export volume of robot products reached 26US$600 million, a year-on-year increase of 23%; The output of industrial robots reached 3530,000 sets, and the output of service robots reached 64360,000 sets, the robot industry as a whole shows a strong momentum of development.
At present, humanoid robots have become the focus of industrial competition in various countries under the background of a new round of scientific and technological revolution and industrial transformation.
On January 29, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and other 7 departments issued the "Implementation Opinions on Promoting the Innovation and Development of Future Industries", mentioning in the deployment of key tasks that it is necessary to create iconic products and strengthen future high-end equipment. Among them, humanoid robots are in the first place.
The above-mentioned "Opinions" clearly stated that it is necessary to break through the core technologies of robots such as high torque density servo motors, high dynamic motion planning and control, bionic perception and cognition, intelligent dexterous hands, and electronic **, and focus on promoting the development and application of products in the fields of intelligent manufacturing, home services, and special environmental operations.
In October 2023, the Ministry of Industry and Information Technology and other ministries and commissions also issued documents such as the "14th Five-Year Plan for the Development of the Robot Industry" and the "Guiding Opinions on the Innovation and Development of Humanoid Robots". Among them, the "Guiding Opinions on the Innovation and Development of Humanoid Robots" for the first time in the form of a separate document to make a comprehensive and clear strategic planning and deployment for the development of humanoid robots, which emphasizes that by 2025, the humanoid robot innovation system will be initially established, and a number of key technologies such as "brain, cerebellum, and limbs" will make breakthroughs to ensure the safe and effective supply of core components; The whole machine products have reached the international advanced level, and achieved mass production, and have been demonstrated and applied in special, manufacturing, people's livelihood services and other scenarios, and explored the formation of effective governance mechanisms and means; Cultivate 2-3 eco-enterprises with global influence and a number of specialized, special and new small and medium-sized enterprises, create 2-3 industrial development clusters, and nurture and develop a number of new businesses, new models and new business formats.
On the one hand, the problem of China's aging population is gradually emerging, and in the long run, the labor supply is insufficient, and humanoid robots are urgently needed to supplement the gap and make up for the future production and life needs. Sun Xin, director of the Industrial Innovation Research Department of the Institute of Policy and Economic Research of the Chinese Academy of Information and Communications Technology, said, "On the other hand, the harsh and dangerous working environment of special industries continues to threaten the lives and health of workers, and the repetitive and heavy work consumes the spirit of workers, and the demand for replacement of humanoid robots is increasing day by day." ”
Zhou Jian, chairman of UBTECH, recently said that Chinese companies have occupied a place in the global humanoid robot industry. The company has broken through and accumulated full-stack technologies for humanoid robots, including industry-leading robotics technology, artificial intelligence technology, robotics and artificial intelligence integration technology, and robot operating system application framework. It was the first in the world to complete the small torque to the large torque (torque from 0.).2nm to 200nm) servo drive mass production to meet the needs of independent innovation and development of robots for the core key components of servo drives.
For more robot content, please search the Stock Index Research Institute.