The global humanoid robot industry landscape: Analysis of the five-party division of forces!

Last Friday (November 3), A-share robot concept stocks set off a trend of daily limit, including 20 stocks such as Yokogawa Precision and Fengli Intelligent. In terms of relevant news, the Ministry of Industry and Information Technology issued the "Guiding Opinions on the Innovation and Development of Humanoid Robots" yesterday, planning to achieve mass production of humanoid robots in 2025 and raise their comprehensive strength to the world's advanced level by 2027

How is the current development of the global humanoid robot industry? GF Securities pointed out in a recent report released this week that 2023 is the dawn of the industrialization of humanoid robots. The current time is just the intersection of major technological breakthroughs, whether it is the iteration of precision control parts solutions Upgrading or the continuous progress of GPT large models have brought the "dawn moment" of humanoid robot industrialization one step closer.

Overseas, overseas humanoid robot manufacturers have a deep accumulation of operation and control technology, and embodied intelligence is becoming a new trend. GF Securities reviewed three representative overseas humanoid robot manufacturers: Boston Dynamics, 1X technologies and Agility Robotics.

In the domestic market, many forces have entered the domestic humanoid robot market. GF Securities pointed out that the current domestic humanoid robot market is mainly divided into three parties: manufacturers focusing on robots, domestic car companies and Internet companies.

The wave of industrialization of humanoid robots has arrived

GF Securities pointed out that Tesla Optimus took only two years from concept to prototype. In 2023, Optimus product functions will become increasingly perfect, and physical and visual abilities will simultaneously improve. At the same time, this year is an important time node in the industrialization process of humanoid robots. Whether it is the iterative upgrade of precision control component solutions or the continuous progress of GPT large models, the "dawn moment" of humanoid robot industrialization is one step closer.

Currently, the humanoid robot industry is developing rapidly around the world. GF Securities sorted out the development status of humanoid robot companies at home and abroad and found that the entire industry can be roughly divided into five main forces

Overseas car companies: The world's first-class humanoid robot technology level represented by Tesla

2. Overseas robotics companies: such as 1Xtechnologies, AgilityRobotics, Boston Dynamics, etc. The characteristics of such companies are that they have a certain degree of technological accumulation, diversified downstream applications and production purposes, and there is a high probability that they will combine more advanced overseas technologies. Artificial intelligence technology.

Judging from the latest robots released by Xiaopeng, the technical level of humanoid robots of domestic car companies may be directly comparable to the technical level of Tesla's humanoid robots

4. Domestic robot companies: such as Dachi, Yushu, Youbi, etc., usually have some accumulation of robot technology, mostly from the reuse of previously launched service robot technology. In recent years, they have begun to develop humanoid robots. track.

5. Internet companies: Domestic Internet companies represented by Xiaomi and iFlytek are also potential competitors in the humanoid robot track. Because they have relatively strong financial strength and algorithm technology, they often establish business units or subsidiaries. way to cut into the humanoid robot track.

GF Securities believes that

the industrialization trend of humanoid robots has arrived, and various forces are developing software (algorithms, artificial intelligence technology, etc.) and hardware (self-developed motors, overall structure, operation control capabilities, etc.) With its first-mover advantage, and at the same time, some manufacturers have commercialization capabilities and are expected to deliver products in the fourth quarter of this year.

Reviewing the development history of overseas humanoid robots

GF Securities reviewed three representative overseas robot companies and discussed the process and current situation of humanoid robot industrialization

1. Boston Dynamics: Ultimate operation control capabilities and dynamic performance

In the past thirty years, Boston Dynamics has completed many updates and iterations in terms of mechanical structure, algorithmic gait control, and power system energy consumption. Among them, Boston Dynamics has laid out many patents in hydraulic drive, and has made many layouts in terms of robot energy consumption control, motion robustness, and drive robustness.

Atlas's powerful motion performance mainly comes from its unique hydraulic solution and its algorithmic technology.

2. 1X TECHNOLOGIES: “Embodied Intelligence” led by OPENAI

1X Technologies was founded in 2014 to develop general-purpose robots that can work alongside humans. As a leading investor, OpenAI brings unlimited market potential

It is worth mentioning that NEO is the company’s latest bipedal humanoid robot, which adopts 1X’s “gearless” design concept. Its whole body is very soft, can operate safely in almost all scenarios, and can move and operate naturally like humans

At the same time, NEO has begun to appear in the form of embodied intelligence. It combines an advanced language system with an intelligent autonomous movement model, and can learn independently during human dialogue and execution of tasks.

3. AGILITY ROBOTICS: Build the world’s first humanoid robot factory

The fastest progress in industrialization is AGILITY ROBOTICS. The company has built the world's first humanoid robot factory. It is expected that RoboFab will be able to produce hundreds of Digit robots in the first year and has the ability to expand production capacity to every year Potential for over 10,000 robots.

Domestic humanoid robot manufacturers flourish

GF Securities pointed out that domestic companies are expected to catch up from behind. Zhiyuan Robot, Youbixuan, etc. are all competitors. At the same time, more and more domestic companies and Internet giants are entering the humanoid robot track.

Dachi Technology is an industry-leading cloud robotics company

Guangfa Securities took Datima as an example to introduce. Datima Technology innovatively proposed the "Cloud Robot" ("Cloud Brain Safety Network Robot") architecture and successfully commercialized the cloud robot.

Dachi pioneered the development of a robot intelligent flexible joint SCA that integrates communication, computing, and sensing, which greatly reduces the manufacturing cost of traditional all-metal actuators and also reduces the overall research and development cost of robots

The company currently has two humanoid intelligent service robots. Cloud Ginger XR-1 was released in 2019. It is equipped with 34 advanced intelligent flexible actuators distributed on the neck, shoulders, elbows, wrists, hands, waist, knees and chassis; XR -1 has multi-layer stereo perception capabilities and is equipped with multiple 2D/3D cameras, lidar, ultrasonic sensors, IMU and force sensors. At the same time, the cloud brain gives it precise visual capture capabilities and a full range of integrated intelligence capabilities such as listening, speaking, seeing, and moving

2. Automobile manufacturers cross-border into the humanoid robot track - Xiaopeng

Xpeng Robots released their first humanoid robot product, PX5, on October 24. PX5 is an independently developed project by the Xiaopeng Robot Center. Although it has not been developed for a long time, it has already undergone two major improvements in six months

Xpeng robot has agile feet and dexterous hands. (1) The robot has high stability of balance and walking capabilities, (2) The robot's dexterous hands and humanoid arms can complete a variety of complex tasks, such as lifting a box, picking up a pen, pouring water from a cup, and working with a screwdriver .

It is worth noting that technology reuse is the biggest confidence and advantage for car companies to cross-border and enter the humanoid robot track. Leveraging Xpeng’s leading advantages in autonomous driving technology and manufacturing, the Robotics Center will be able to accelerate the development of humanoid robots. Currently, Xiaopeng is integrating the robot perception and interaction systems with the XNGP and XOS that Xiaopeng Motors has accumulated, and achieving a certain degree of core technology reuse in the underlying operating system and perception capabilities.

3. Internet giant enters the humanoid robot track - Xiaomi

Xiaomi Technology launched the full-size humanoid bionic robot Cyberone at the autumn new product launch conference on August 11, 2022. This is another full-stack self-developed product of the Xiaomi Technology ecosystem

In terms of hardware, CyberOne’s upper limb joint motor weighs only 500g, but its rated output torque is as high as 30Nm, making it a highly efficient motor. The main motor of CyberOne's hip joint has an instantaneous peak torque of up to 300Nm, and combined with the self-developed humanoid bipedal control algorithm, it makes the walking posture more stable. In the software part, CyberOne is equipped with the self-developed Mi-Sense depth vision module, combined with AI interaction algorithms, so that it has complete three-dimensional space perception capabilities and realizes character identity recognition, gesture recognition and expression recognition. At the same time, it is also equipped with the self-developed MiAI environmental semantic recognition engine and MiAI voice emotion recognition engine, which can realize 85 kinds of environmental sound recognition and 45 kinds of human emotion recognition

This article is excerpted from GF Securities’ “On the Eve of Industrialization: What is the Progress of Domestic and Overseas Ontology Factories?” 》Report, analysts Dai Chuan (SAC license number: S0260517080007) and Sun Baiyang (SAC license number: S0260520080002) conducted the analysis

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