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Since its first launch in 2015, the World Robot Conference has become an important window for the robotics industry to showcase cutting-edge technology and future trends. On August 21 this year, the 2024 World Robot Conference will open in Beijing.

This year's conference will hold a three-day main forum and 25 special forums, and the Robot Expo, the most popular among visitors in previous Robot Conferences, will also be held at the same time. By then, 169 companies will exhibit more than 600 innovative products, including more than 60 first-time new products.

Liang Liang, deputy secretary-general of the China Electronics Society, introduced that this year is the year with the most humanoid robots on display, with a total of 27 humanoid robot manufacturers showcasing their robot products, as well as more than 30 companies from upstream and downstream of the humanoid robot industry chain.

It is understood that among the many exhibitors at this year's Robot Expo, Tesla, which is well-known for its electric vehicles, will exhibit its Optimus humanoid robot, Cyber ​​​​off-road wagon, FSD (full autonomous driving capability) and other products and technologies. Among them, the Optimus humanoid robot made its debut in Beijing. It is understood that the humanoid robot has 28 movable joints throughout its body and 11 degrees of freedom in its hands. A relevant person in charge of Tesla said that Tesla is not just an electric car manufacturer, but also an artificial intelligence giant with a full stack of self-developed software and hardware. Its software covers multiple fields such as autonomous driving and artificial intelligence, and supports various businesses such as electric vehicles, energy storage and even solar products. It also involves vehicle insurance, after-sales and body painting services.

In recent years, Tesla has continuously made breakthroughs in the field of intelligence through the research and development of its models, and has continuously upgraded its chips and autonomous driving, which has also given it an advantage in the field of humanoid robots. Tesla said that Tesla has learned from the research and development experience of vehicle autonomous driving to train robots, and with the help of sensors and computer vision technology, it has continuously optimized the training process using massive data, making robots smarter and more mature. According to reports, Tesla is currently integrating efficient reasoning computing technology into electric vehicles, and plans to continue to expand the application of this technology in the future humanoid robot Optimus.

Currently, the humanoid robot industry is on the eve of a "blowout". Goldman Sachs, an international investment bank, predicts that the humanoid robot market is expected to reach $154 billion by 2035. Tesla CEO Elon Musk predicts that the ratio of humanoid robots to humans will be at least 1:1, which means that the world will need about 10 to 20 billion humanoid robots. According to Tesla's plan, the goal is to produce 100 million robots per year, which will account for more than 10% of the market share. At the same time, the cost of Tesla's humanoid robot will be controlled at about $10,000 and the selling price will be about $20,000, which will contribute a trillion-dollar market value to Tesla.

Not only the global market, China is also becoming one of the important markets for the development of humanoid robots. According to the "Humanoid Robot Industry Research Report", the scale of China's humanoid robot market will reach about 2.76 billion yuan this year; by 2029, it will reach 75 billion yuan, accounting for 32.7% of the world's total, ranking first in the world; by 2035, the market size is expected to reach 300 billion yuan. In addition, the country also strongly supports the development of humanoid robot technology at the policy level. Last year, the "Guiding Opinions on the Innovation and Development of Humanoid Robots" issued by the Ministry of Industry and Information Technology proposed that by 2025, the humanoid robot innovation system will be initially established, and a number of key technologies such as "brain, cerebellum, and limbs" will achieve breakthroughs, ensuring the phased goal of safe and effective supply of core components.

In fact, in the automotive industry that is accelerating the use of intelligence, the application of humanoid robots has become more frequent. At the beginning of this year, UBTECH's industrial version of the humanoid robot WalkerS entered the assembly workshop of NIO's second advanced manufacturing base for on-site "training". Subsequently, Dongfeng Liuqi, FAW-Volkswagen Qingdao Company, Geely Automobile and other companies also reached cooperation with UBTECH. In April this year, Magna, a giant in the manufacture of automotive parts, announced a partnership with humanoid robot company SanctuaryAI. While making a strategic equity investment in the latter, it will integrate humanoid robots into the production line to perform specific tasks. Tesla said it plans to start small-scale production of humanoid robots next year, and expects that Tesla's factory will deploy more than 1,000 humanoid robots to assist humans in work next year.

Zhang Xiaorong, director of the Deep Technology Research Institute, said that the development trend of the humanoid robot industry will be towards greater intelligence, autonomy, humanization and practicality. With the continuous advancement of technology and the reduction of costs, humanoid robots will be used in more fields.

Beijing Business Daily reporter Liu Xiaomeng