Musk exposed his own "clothes-folding robot": its authenticity has been questioned, he explained [the trend of the humanoid robot market]

On January 15, Tesla CEO Elon Musk released a new video on the X platform, showing the company's humanoid robot "Optimus Prime" doing housework.

In the video, "Optimus Prime" can be observed taking out a shirt from the basket, carefully folding it, and then setting it aside. Notably, the robot appears to move slightly slower than humans.

As soon as the video was released, countless netizens questioned the video as fake.

Musk posted a post half an hour after the video was released, adding that the "Optimus Prime" robot shown in the video is not as powerful as it looks. "Important note: Optimus Prime cannot yet fold his shirts autonomously, but (in the future) he will certainly be able to do so completely autonomously in any environment (No need for a fixed table, and the box above contains only a shirt)," Musk said, but he did not say when "Optimus Prime" would have this capability.

Tesla’s “Optimus Prime” robot was first shown to the public in September 2022, and subsequently underwent considerable development, and by December 2023, a more advanced model was launched. Although the robot is currently unable to autonomously complete tasks such as folding clothes, as the industry continues to develop, the possibility of it providing practical assistance in all aspects of human life seems to be getting closer to reality.

Servo control, artificial intelligence, and motion control are the three core technologies

The product power of robots depends on technological advances such as motion control and artificial intelligence.

The market space for humanoid robots is vast

According to a report released by GGII in May 2023, the penetration rate of global humanoid robots in 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 20 billion Dollar. Based on numerical calculations that China's service robot market accounts for approximately 25% of the global market, China's humanoid robot market will reach US$5 billion in 2030.

The humanoid robot application market will break through from niche areas to general purpose

Referring to autonomous driving, it took more than 5 years to iterate from L1 to L3, and it will still take time for fully autonomous driving to L5. The maturity of humanoid robots is also gradual. They can be commercialized first in market segments, such as factory production, security inspections, logistics distribution, service industry guidance, rescue, military, etc. They have a single function in the initial stage, and then gradually mature into general-purpose robots. , converted from Tob to Toc, entering markets such as housekeeping; in the further future, humanoid robots are expected to be used in the aerospace field.

CITIC Securities Research Report pointed out that on November 2, Ministry of Industry and Information Technology issued the "Guiding Opinions on the Innovative Development of Humanoid Robots". The document pointed out that humanoid robots are expected to become a new technology after computers, smart phones and A disruptive product after energy vehicles, and clear goals and time points for the development of humanoid robots. The brokerage believes that the issuance of the "Guiding Opinions" has clarified the key technologies and development directions of the humanoid robot industry, which will help promote the development of the industry. Subsequent substantive support policies supporting humanoid robots are expected to arrive one after another, promoting domestic humanoid robot industry chain companies. development of.

Foresight Economist APP Information Group

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