Guohai Securities: Humanoid robots may usher in the first year of commercialization in 2024, and the supply and demand situation is still prosperous

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Recently, the Guohai Securities research report pointed out that the supply side of humanoid robots is the first to prosper. On the one hand, overseas benchmark companies are promoting product iteration and commercialization, and humanoid robots may be applied in batches in factories in 2024; on the other hand, Chinese companies are actively entering the humanoid robot industry, with a sharp increase in products released in 2023, and actively anticipating potential future growth. The participation of major "players" may bring about a new round of industrial development boom.

The industry is actively exploring commercialization paths. Intelligent manufacturing may become a field for large-scale application of humanoid robots. From a long-term perspective, home service is one of the most potential application scenarios. Humanoid robots may usher in scale in 2024. The first year of commercialization.

With the continuous advancement of science and technology and the development of artificial intelligence technology, humanoid robots are increasingly used in services, education, entertainment and other fields. In the service field, humanoid robots can be used in catering, medical, hotel and other industries to improve work efficiency and customer experience. In the field of education, humanoid robots can be used as auxiliary teaching tools to help students learn and understand knowledge better. In the entertainment field, humanoid robots can provide interactive entertainment experiences to attract consumers. As the population ages and artificial intelligence technology continues to mature, the market demand for humanoid robots will gradually increase. However, the humanoid robot industry also faces challenges such as technical bottlenecks and high costs, and requires continuous innovation and development.

The development of humanoid robots is in a highly dynamic development stage

The development of humanoid robots can be divided into three main stages: technology exploration stage, functional breakthrough stage and high dynamic development stage. In the technology exploration stage, humanoid robots can only walk and cannot predict motion control and running; in the functional breakthrough stage, humanoid robots can replace humans in completing gravity operations; in the current highly dynamic development stage, humanoid robots have a higher environment Perception ability, decision-making ability, learning ability and motion control ability show a trend of highly dynamic development, creating a rich imagination space for future application scenarios

Situation of supply of humanoid robots

The current main layout of humanoid robots is mainly technology companies. In addition, some cross-border companies have also entered this field. From the perspective of domestic companies, in August 2022, Xiaomi released the humanoid robot Cyberone; in April 2023, Tencent (Robotics and the robotic arm TRX-Arm; in August of the same year, Zhiyuan Robot launched the Yuanzheng A1, which optimized the tens-billion-level open source large model to enable it to understand human instructions, arrange tasks and execute closed-loop instructions; In the same month, Junpu Intelligence announced that it is actively researching and exploring business opportunities in the field of humanoid robots for planning and layout. They have rich experience in the field of industrial robots; in the same month, ByteDance also plans to enter the field of robots and explore the use of AI large models The ability is applied to robots. The specific shape and quantity targets of robots have not yet been determined

The content that needs to be rewritten is:——The demand situation of humanoid robots

From a global perspective, humanoid robots have commercial application scenarios expected to be implemented, such as patrolling, logistics and warehousing; humanoid robot products that are leading the commercialization process include EVE and Digit. Specifically, the humanoid robot EVE jointly developed by 1X Technologies and ADT Commercial in the United States has been successfully used in patrol security scenarios; Digit’s application scenarios are mainly in the logistics and warehousing links, and its tasks mainly include unloading trucks, carrying boxes, and management. Shelves, etc., are expected to be fully launched in 2025.

With the multi-dimensional empowerment of policy, capital and technology, the potential of the humanoid robot market is expected to be accelerated. Future business application scenarios are expected to penetrate into the service industry, manufacturing and other fields. Musk has said that his long-term goal in designing Tesla robots is to serve thousands of households, such as cooking, mowing lawns, taking care of the elderly, etc. At present, the potential development directions of humanoid robots are mainly oriented towards manufacturing, aerospace exploration, life service industry, university scientific research, etc. It is expected that by 2025, humanoid robots are expected to achieve breakthroughs in manufacturing scenario applications, and be used in small batches in electronics, automobiles, etc. Manufacturing environment

According to a report released by GGII in May 2023, the penetration rate of humanoid robots in global service robots is expected to reach 3.5% by 2026, with the market size exceeding US$2 billion. By 2030, the global market size is expected to exceed US$20 billion. Considering that China accounts for approximately 25% of the global service robot market, it is speculated that China’s humanoid robot market will reach US$5 billion by 2030

CITIC Securities Research Report believes that the humanoid robot industry continues to have heavyweight players entering , and Tesla is the "catfish" in the industry, promoting rapid product iteration and commercialization; humanoid robots It has a wide range of application scenarios, including industrial, commercial, civil, special and even outer space. It is a powerful supplement to industrial robots and other automation equipment;In the future, the global scale of humanoid robots can reach trillions, which is not inferior. For 3C and new energy vehicles, the industry chain will usher in a huge increase in volume, and at the same time, prices will fall.

The News Team of The Economist Foresight APP

For details, please refer to the report of the Qianzhan Industry Research Institute for more research and analysis on the industry

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