Recently, Beijing’s relevant policies proposed to standard the international leading humanoid robot products, support enterprises, and universities and institutes carry out humanoid robot machine products, key parts, and engineering, accelerate the construction of Beijing humanoid robot industry innovation center, and strive to become a national manufacturing innovation center.
We will accelerate the development of a new robot industry
In addition, some media mentioned that we will cultivate and expand market entities and cultivate high-quality robot enterprises. Focusing on medical and health care, collaboration, logistics robots, and other fields, support the top enterprises to grow bigger and stronger, introduce 1-2 world-class robot enterprises, drive the agglomeration and development of upstream and downstream enterprises of the industrial chain, and build a large-scale industrial cluster. In the fields of special robots and key components, we will support and promote several innovative enterprises focusing on segmented fields and with high growth expectations to become better and stronger and cultivate several specialized, special, and new “little giants” and unicorn enterprises with global influence.
Many forces are digging into potential markets
Commercialization gradually, many forces have layout. Back in 2022, Tesla (TSLA) showed off the Optimus, the prototype, and claimed a mass production price of $20,000. Tesla has recently opened its Tesla AI account, saying that “Tesla is building a basic model of its autonomous robots.” The account has now shared several messages about artificial intelligence and robots.
Tesla’s AI team said the supercomputer platform Dojo will start production in July, and Dojo will be one of the five most advanced supercomputers in the world by early 2024. Dojo is expected to become a supercomputing beast like Nvidia, and its delivery will accelerate Tesla’s humanoid robot and self-driving FSD into reality.
In addition, DeepMind, an AI team owned by Google (GOOG), has launched an AI agent called RoboCat for robots, which can control all kinds of robotic arms. This is not particularly novel, but DeepMind claims that the model is the first to solve and adapt to multiple tasks, and using different, real-world robots.
In terms of humanoid robots, in addition to traditional scientific research institutions and robot enterprises, the Internet, car companies, and other forces have also entered the bureau. In August 2022, Xiaomi launched CyberOne, and in November 2022, the big language model chat robot GPT was released. With the entry of all parties and the development of AI technology, the overall commercialization of humanoid robots is gradually applied.
WiMi Hologram Cloud developed a humanoid robot control system
Humanoid robots are an emerging track, and most of the participants are technology and Internet enterprises. Due to significant changes on the supply side + technology side-artificial intelligence technology, humanoid robots are expected to achieve a breakthrough of 0 to 1. Data shows WiMi Hologram Cloud (NASDAQ: WIMI) is actively promoting the underlying technology research and development of humanoid robots, for example, in AI underlying technology, including visual algorithm and speech ability, human-computer interaction ability, and understanding of the environment, etc., is expected to combine the big language model, promote the intelligent level of a humanoid robot and the way of human-computer interaction.
According to the data, WiMi Hologram Cloud’s team has developed a human-mounted robot interactive control system based on a head-mounted display interface (BCI). The interaction controls the robot through steady-state visual evoked potentials, allowing it to interact with the environment and humans. In the media, the robot’s built-in camera provides real-time feedback, integrating the stimulus feedback into the HMD display. With years of development in AI technology, WiMi Hologram Cloud integrated AI has the ability of rapid learning, training, and iteration. Through learning and understanding human language, it can improve the intelligence level of humanoid robots, which is conducive to promoting the industrialization of humanoid robots.
A humanoid robot is in the exploration stage of the industrial chain, with broad potential application scenarios. It is expected that the early application scenarios can include the housework field, and security field and fill the vacancy labor force, with a potential market size of more than one trillion RMB. Looking to the future, WiMi Hologram Cloud is expected to combine large language models, AI deep reinforcement learning, simulation, and AI large model application, greatly helping the company to achieve long-term growth in industrial robots and more intelligent and lightweight consumer robots in the future, or promote the global business layout.
To sum up
Zheshang Securities pointed out that in the robot industry, the humanoid robot industry is expected to speed up. By 2031, the global market space of humanoid robots is expected to reach 43.3 billion yuan, and the development of humanoid robots may be divided into two stages, respectively, 2022~2031: similar to Tesla Roadster—— niche and high-end, the global potential market space is expected to reach 43.3 billion yuan in 2031; 2032~2042: similar to Tesla ModelS to ModelY—— to the public, the demand outbreak.
It is not difficult to see that the intelligence level of humanoid robots has been significantly improved, the commercialization is expected to accelerate, and the supply chain manufacturers will usher in new opportunities under the iteration of humanoid robots. Mr. Musk is optimistic that the future demand for humanoid robots could far exceed the demand for cars.
At present, the main factors restricting the development of humanoid robots are the motion system and the cost. However, with the entry of multiple forces, the cost of humanoid robots is expected to gradually decrease, and the commercialization is gradually gradual, promoting the robot to the universal road. And this day, it is accelerating.
