2024全球人形机器人企业画像.pdf
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1、M2 2024 Proprietary and Confidential All Rights Reserved.The document has been exclusively produced by M2 Consulting.Copyright restrictions(including those of third parties)are to be observed.All information,views and advice are given in good faith but without legal responsibility.Whilst every effor
2、t has been made to ensure theaccuracy of the information and data contained herein.M2 Consulting accepts no responsibility for any errors and omissions however caused.The information herein should not be regarded as a substitute for legal advice.M2觅觅 人人人|人|小组小组By Lynn Liu,Miao Wang,Ivan Wu,Zixia Zen
3、g2024全全w人w人人O人O与能与能估估告告M2 2024 Proprietary and Confidential All Rights Reserved.背背oo与与x论x论 M2觅聚焦人产聚焦人产1持输输_瞻洞瞻洞,望为产供科学1可靠1新角,全产a玩理性1产健1可持发展2024年1月,发_:人人x|人人x|件市件市发展发展白白书书;,NN产产T泛s注2024年9月,发_:全w人人O全w人人O与能与能估估告告;,完善中中整整节产洞察Next step,计R发_:人人用o洞察人人用o洞察白白书书;,将产洞持下用o下用o2 本次本次:全全ww人人人O人O与能与能估估告告;5xx亮亮回了产程1
4、别v发节背后因v发节背后因,重重新新OO了人人整度了4类全w人整O类全w人整O1s1s优优44汽车v造1人1科|/高校1联/软件背oO_绘了25全w人人整落w全w人人整落w状状44产品Ws技o1市W用o落w状_瞻洞察了Noog1中1oog1中1期期落w落w顺顺创造性w全w人人O全w人人O能能估模估模=,从产1O1用1融多角度,全方位估O产品W1市W产品W1市W=能22M2 2024 Proprietary and Confidential All Rights Reserved._全全ww人人人产人产览览人人整O览人人产品览人人本市览人人整O能估模产品W能估商W能估估模与计人人落w面问附_3M
5、2 2024 Proprietary and Confidential All Rights Reserved.EmbodiedIntelligenceEmbodiedAI人人人人N人/类人ww能_能_,_为新质新质产产,代人T类T类下,完rT类务T类务2_脑反馈效务分1r_灵巧k1s节g行传感1_g1电1减1控v1电源人人人人系系rr多模a模云计算人人人O人OSource:M2 Research&Analysis;wg络干干物理小脑小脑控v务级务级技技能级能级元级元级轨规R系控vWhatWhyHowaa人人/类人w能_类人w能_3s组r部分干元级-物理小脑技能级-控v脑务级-感能能T类完rT
6、类务T类完rT类务物理间1空间w备细度理问问w备问/务-经验|新质产新质产脑脑感Presentation4M2 2024 Proprietary and Confidential All Rights Reserved.本早u学|发全w款人o行人人_w人_w人_能能 控1.0-w行走2022全全w人w人人人产产o必o必wwdTesla入局1o杆_eAI技o2022破*1极了w能1人人产2人人_更灵1小脑能W_更灵1小脑能W能能 控3.0 3 杂w+躲a碍 感 2.0 3 多模a别 2.0 3 简W务拆2022年年oo人人人元年2经了_w人1r_感完善后,kw能_=人元年2经了_w人1r_感完善
7、后,kw能_=aa,og模驱,将走U通用全能,og模驱,将走U通用全能驱u|件支r驱u|件支rAI破,走U模能破,走U模能*AI tech.,especially computer vision,deep learning,machine learning,autonomous vehicle,etc.Source:Gartner Hype Cycle for AI Technology,M2 Research&Analysis本1起o最早,内2000年后起o人人_1部完善_1部完善能能 控2.0 3 杂w行走 感1.0 3 WN模a别 1.0-务g行全w人人先玩重yAI模人人人走U1通用1全
8、能人走U1通用1全能能能 控4.0 3 全o航 a 感3.0 3 r全模a感 3.0 3 杂务拆1学习1972-19861987-20212022-2024Future人人_ww人人rr|件件支支11_感_感完善完善破破AI驱1w能_驱1w能_诞诞展望展望模模能能1走U1走U通通用用Presentation5M2 2024 Proprietary and Confidential All Rights Reserved.2016中中优必选全尺用服务人Walker oa规R N下楼梯 物_别1986本本本u全w款类人双足o行人ASIMO 跑转 N下楼梯 2013全wn驱人人Atlas _后空翻
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