The humanoid robot industry is undoubtedly one of the most promising and vast industries in the current technology field.

Continuous technological progress and the rapid development of artificial intelligence technology have injected strong momentum into this industry. As a leader in industrial competition and an important force for economic growth in the new era, humanoid robots预示着将 bring significant changes to human production and lifestyle and are expected to redefine the blueprint for the development of global industries.

This article will analyze in detail the expected differences in the future development of humanoid robots.

01

Humanoid Robot Market Review

Since the second quarter of 2022, humanoid robots have begun to receive widespread attention from the public, and their industrial development trends have gradually been recognized by the market through multiple market fluctuations and transactions. Here are the key time nodes and development overviews:

In April 2022, Musk publicly stated that he was laying out the field of humanoid robots, which immediately sparked market attention and triggered related market movements. On June 3 of the same year, Musk further tweeted that he might unveil the humanoid robot prototype "Optimus" at the AI DAY on September 30, further boosting market enthusiasm.

However, the market experienced a pullback after reaching a high point in mid-August as many investors took a wait-and-see attitude towards the upcoming AI DAY. The AI DAY showcase on September 30 did not exceed market expectations, leading to continued pullback in the sector and a three-month consolidation period until the arrival of the AI market.

At the beginning of 2023, with the launch of ChatGPT 3.5, the popularity of the AI industry began to rise. As the ultimate application of AI, humanoid robots also began to show an upward trend driven by the AI market.

In mid-May 2023, Tesla showcased the latest research and development achievements of humanoid robots at its shareholder meeting. Almost at the same time, NVIDIA founder Jensen Huang introduced the concept of "embodied intelligence" at the ITF World 2023 Semiconductor Conference. These two events jointly drove the rise of the humanoid robot sector, especially in the sensor industry, and the entire sector was later affected.

After several months of consolidation, the screw market began to strengthen independently in October 2023, but this did not significantly boost the overall index of the humanoid robot sector.

From the end of 2023 to the beginning of 2024, although the entire sector followed the general market downturn, it rebounded on expectations of oversold and Tesla's targeted strategy. After a series of market fluctuations, the industrial development trend of humanoid robots has gradually gained widespread recognition, indicating tremendous potential on the eve of mass production.

Currently, the robot industry has demonstrated three major driving forces: advances in AI technology, participation of industrial giants, and policy support. Especially the emergence of multimodal large language models marks an important breakthrough in the technological challenges faced by humanoid robots at the "brain" level. Coupled with the continuous participation of global industrial giants since 2022 and policy support from countries like China and the United States, humanoid robots are expected to develop into a global large-scale industrial chain similar to automobiles and smartphones.

02

Components Remain the Key Direction

The current research and development of the hardware components of humanoid robots remains the key direction. Taking Tesla's Optimus as an example, Optimus is equipped with a total of 40 actuators, 28 of which are for the torso and 12 are specifically designed for finger joints. Among these 28 torso actuators, 14 are linear actuators and 14 are rotary actuators, ensuring the flexibility and versatility of the robot.

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