2024-08-18
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"Science and Technology Innovation Board Daily" August 18th (Reporter Zhang Yangyang)After watching TV, he turned around on the sofa and instructed the robot to make a drink and move the 84-pound box that was in the way. At the Zhiyuan Robot 2024 new product launch conference this morning, the genius boy "Zhihuijun" (Peng Zhihui), who rarely appears in the public eye, had such an interaction with his own robot.
In this simulated family life scene, the robot opens the lid of the juicer, picks up the plate and pours the grapes into the juicer, uses a wrench to open the cap of the Coke bottle and pours the drink into the juicer, closes the lid and presses the button, and finally pours the prepared drink into the cup and turns around to give it to Zhihuijun who is sitting on the sofa not far away.
Although the process cannot be described as smooth as flowing water, the scene of life between humans and robots has been embodied in the slightly clumsy movements.
One year later, at the new product launch conference this morning titled "Zhiyuan Expedition Commercial Launch", Zhiyuan co-founder Peng Zhihui hosted and announcedThe two major series of "Yuanzheng" and "Lingxi" include a total of 5 new commercial humanoid robots - the interactive service robot Yuanzheng A2, the flexible intelligent manufacturing robot Yuanzheng A2-W, the heavy-duty special robot Yuanzheng A2-Max, the first full-stack open source robot Lingxi X1 incubated by Zhiyuan X-Lab, and the professional data acquisition robot Lingxi X1-W.
According to Peng Zhihui, these five robots adopt a family design language, combining wheeled and footed forms.Application scenarios cover interactive services, flexible intelligent manufacturing, special operations, scientific research and education, and data collection.
In an interview with the Science and Technology Innovation Board Daily and other media, Jiang Qingsong, partner and vice president of marketing services of Zhiyuan Robotics, said that Zhiyuan's robot product development has entered the final stage.
Jiang Qingsong revealed that the bipedal humanoid robot will start mass production and shipment in October this year. In the later stage, it is expected to produce 100 units per month, and the expected shipment volume this year is about 200 units; the wheeled robot is expected to be shipped about 100 units.This year, the total shipment volume of Zhiyuan Robotics products is expected to reach about 300 units.。
In the past two years, the robotics industry has heated up dramatically, the number of players in the industry has increased, and corresponding products have emerged in an endless stream.
Regarding the current market situation, Jiang Qingsong said that it is a bit early to talk about competition because the market is large enough. Most players in the industry are still in the field of scientific education, providing robot products to scientific research institutions and universities. At the current stage, application track choices are greater than competition.
Specifically for Zhiyuan, its humanoid robots are currently mainly focused on interactive services and marketing, such as shopping guides and tour guides in 4S stores and exhibition halls, as well as commercial 3C, semiconductors, and some industrial scenarios for loading and unloading applications.
As a leading player in the industry, Zhiyuan Robot has completed seven rounds of financing, including angel round, A round, A1 round, A1+ round, A2 round, A3 round and A4 round, and has obtained investments from the three major automobile manufacturers BAIC, SAIC and BYD.
BAIC, SAIC and BYD mainly embody strategic synergy and business collaboration. A common phenomenon in the humanoid robot industry this year is that market information about humanoid robots entering automobile factories has been continuously released since this year.
Jiang Qingsong revealed,OEMs have provided many test scenarios for Zhiyuan's robot products, and Zhiyuan is also doing POC (proof of concept), but it is still very challenging to truly commercialize. Therefore, in terms of commercial applications in industrial scenarios, this year we focus on loading and unloading scenarios in the 3C and semiconductor industries, and have some commercial products. Automobile manufacturers will put it off until next year or the year after, because the technical difficulties will be greater to overcome and challenges.
Looking at the entire humanoid robot industry, Tesla is currently the biggest player. Jiang Qingsong said,Zhiyuan Robot's main competitor is Tesla's humanoid robot product "Optimus".Musk has made it clear that "limited production" of Optimus will begin in 2025, and that he will test humanoid robots in his own factory next year.
If humanoid robots enter the home,Jiang Qingsong believes that it will take another 5-8 years, or even longer."Because the threshold for entering the home is too high." Jiang Qingsong said that the actual experience of human-computer interaction will have enough customer emotional value compared to the traditional large screen + wheels, "This is the largest part of our shipments this year."
"We will have many intermediate products coming out that can meet some multi-use scenarios, and then slowly move towards higher goals. We believe that the gap between the two sides will not be too big, and many commercial products will be produced in the middle, and our commercial capabilities and cost control capabilities are better than Tesla. We (robots) are about to go into mass production, and after mass production, our entire supply chain and cost control can reach a relatively high level in China." Jiang Qingsong said.
In terms of the technical capabilities of robots, Zhiyuan Robotics also demonstrated a series of independently developed technical achievements in the robot power domain, perception domain, communication domain, and control domain. As well as the embodied intelligence G1 to G5 technology roadmap, from G1 to G5 correspond to basic automation, general atomic skills, end-to-end operation skills, end-to-end operation large model and the final AGI, similar to the L1, L2, and L3 levels in the field of autonomous driving.