Competition in the humanoid robot industry is intensifying! Agility Robotics plans to build the world's first factory [with industry analysis]

Rewritten content: Source: Photo Network

On September 18, the start-up Agility Robotics announced that it will open a robot manufacturing factory "RoboFab" in Oregon, USA, for large-scale production of the humanoid logistics warehousing robot "Digit" . The 70,000-square-foot factory is the world's first humanoid robot factory and is expected to begin operations later this year. It is expected that hundreds of Digit robots will be produced in the first year, and can be expanded to more than 10,000 units per year in the future. The Digit robot has two legs and two arms, is similar in size to an adult, and is mainly used to perform repetitive tasks. Currently, competitors in the same field include Tesla’s “Optimus Prime”.

Damian Sheldon, co-founder and CEO of Agility Robotics, said the opening of the factory marks the beginning of mass production of commercial humanoid robots.

As the global industrial robot industry gradually matures and AI technology develops rapidly, the humanoid robot industry has entered its infancy. Compared with industrial robots,

humanoid robots are more adaptable to various real-life scenarios, allowing robots to shift from special-purpose to general-purpose, increasing scale effects and reducing costs; in addition, humanoid robots are also able to achieve embodied intelligence One of the best physical forms.

Analysis of representative products of global humanoid robots

Currently, most of the main developers of humanoid robots are technology companies, and there are also many cross-border companies entering the market. Abroad, the American company 1X technologies successfully developed EVE robots and NEO robots in cooperation with ADT commercial. Ameca robot developed by British Engineered Arts. In China, there are Xiaomi Cyberone, UBTECH Walker X and Zhiyuan Robot Expedition A1.

Competitive landscape of global humanoid robot industry

Based on the technical strength and mass production costs of global humanoid robot companies, British Engineered Arts is in the leadership position, while American Tesla and 1X technologies are in the strong performer position. my country's Zhiyuan Robot, Youbixuan, Xiaomi and the US company Agility Robotics are both competitors.

Global Humanoid Robot Industry Market Scale Prospects

At present, the development direction of humanoid robots is mainly concentrated in the fields of manufacturing, aerospace exploration, life services and university scientific research. It is expected that by 2025, humanoid robots are expected to make breakthroughs in manufacturing scenarios and begin small-volume applications in electronics, automobiles and other manufacturing environments

According to a report released by GGII, the penetration rate of global humanoid robots in the field of service robots is expected to reach 3.5% in 2026, and the market size will exceed US$2 billion. It is estimated that by 2030, the global market size is expected to exceed 20 billion US dollars. According to estimates that China's service robot market accounts for about 25% of the global market, the size of China's humanoid robot market is expected to reach US$5 billion by 2030

Taken together, with the multi-dimensional empowerment of policies, capital and technology, the potential of the humanoid robot market is expected to be accelerated.

Zhu Yue, an analyst at CITIC Construction Investment, said that many companies have recently launched new humanoid robot products. The performance improvement of the drive joints developed by many companies has been particularly significant, and the target price is usually several hundred thousand yuan. level, it is worth looking forward to the downward trend in the cost of core components driven by domestic substitution in the future. It is judged that the fastest application of humanoid robots will be in commercial service scenarios, intelligent manufacturing will become the first large-scale application scenario, and family scenarios have the greatest potential.

Essence Securities stated that the fundamental reason for promoting the development of robots is labor substitution. There are two major scenarios with higher probability of occurrence. On the one hand, labor substitution in factory scenarios is mainly due to the aging of the population, rising labor costs and other factors. shortage; on the other hand, there is the need for family companionship and elderly care in a family setting.

Essence Securities predicts that the market for humanoid robots will be vast in the future.

Foresight Economist APP Information Group

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