2024, the first year of commercialization of humanoid robots, may bring prosperity to the supply side [Overview of Humanoid Robot Market Supply and Demand]

Recently, Guohai Securities research report pointed out that the supply side of humanoid robots is the first to flourish. On the one hand, overseas benchmark companies are promoting product upgrades and commercialization. It is expected that by 2024, humanoid robots will be widely used in factories. On the other hand, Chinese companies are actively entering the humanoid robot industry, and by 2023, the number of product releases will increase significantly. Positive expectations for potential important players in the future may bring about a new round of industrial development boom

The industry is actively exploring commercialization paths. Intelligent manufacturing may become one of the areas for large-scale application of humanoid robots. In the long term, home services are one of the most potential application scenarios. It is expected that by 2024, humanoid robots may usher in the first year of large-scale 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, cannot predict motion control, and cannot run; in the functional breakthrough stage, humanoid robots can replace humans in completing gravity operations; in the current highly dynamic development stage, humanoid robots have stronger The environmental perception ability, decision-making ability, learning ability and motion control ability show a trend of rapid development and create a rich imagination space for future application scenarios

Humanoid robot supply situation:

Currently, most of the main developers of humanoid robots are technology companies. In addition, there are also many cross-border companies joining the competition. From the perspective of domestic companies, in August 2022, Xiaomi released the humanoid robot Cyberone; in April 2023, Tencent (Robotics TRX-Arm; In August 2023, 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 for the instructions, and execute closed loops; 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, based on its rich experience in industrial robots; in the same month, ByteDance plans to enter the robot industry and explore the use of AI large model capabilities for robots. Currently, The specific form and specific quantity target of the robots have not yet been determined

Demand for 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 all-round promotion of policies, 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 direction of humanoid robots is mainly oriented towards manufacturing, aerospace exploration, life service industry, university scientific research and other fields. It is expected that by 2025, humanoid robots are expected to achieve breakthroughs in manufacturing scenarios and be used in small batches in electronics, automobiles and other manufacturing environments

According to the GGII report released in May 2023, it is expected that 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. According to numerical calculations, China's service robot market accounts for about 25% of the global market. It is expected that China's humanoid robot market will reach US$5 billion in 2030

CITIC Securities Research Report pointed out that the humanoid robot industry continues to have important participants, and Tesla is the "leader" in the industry, promoting rapid product updates and commercial applications; the application scenarios of humanoid robots are very wide, Including fields such as industry, commerce, daily life, special purposes, and even space, it is a powerful complement to industrial robots and other automation equipment; the global market size of humanoid robots may reach trillions of dollars in the future, no less than 3C products and new energy vehicles ; The industry chain will usher in huge development, accompanied by price decline

Source of article: Qianzhan.com

The above is the detailed content of 2024, the first year of commercialization of humanoid robots, may bring prosperity to the supply side [Overview of Humanoid Robot Market Supply and Demand]. For more information, please follow other related articles on the PHP Chinese website!