Recently, service robot developer Datarrobot Co., LTD. (hereinafter referred to as “Datarrobot”) received more than 1 billion yuan of C round financing. It is reported that this round of financing by Knowledge City Group, Shanghai Guosheng Investment Group, Shuimu Spring Jin participation. Previously, Da robot has completed 5 rounds of financing, and after the failure of listing in the United States, it is reported that it will go to Hong Kong this year.

The intelligent service robot industry where the company is located is growing in market size with the expansion of emerging scenarios. China Business Industry Research Institute data show that in 2022, China’s service robot market size is expected to reach 6.5 billion US dollars, mainly driven by the demand of education and public services and other fields, 2023 China’s service robot market is expected to increase to 8.3 billion US dollars.

It is worth mentioning that at the recent WAIC 2023 conference, in addition to service robots, Da revealed a new model of the integration of robots and GPT technology, and the booth is full of futuristic embodied intelligent robots.

It is reported that the robots on the debut are all connected and upgraded with the newly released Robot GPT, Hai Rui AGI and Hai Rui OS 5.1, which can not only perform physical tasks, but also understand and generate human language for more complex interactions. Humanoid Robot is a representative of general robots and an excellent carrier of embodied intelligence. After connecting to Robot GPT, the humanoid robot Cloud Ginger independently developed by Da, not only can start a dialogue with the audience, but also can play a variety of roles, showing the audience its infinite possibilities.

Humanoid robots are knocking on the door of the “embodied intelligence” era

GPT is a typical pre-trained large model with multiple modes, bringing revolutionary potential to the interaction ability of artificial intelligence. AI enables physical devices to achieve “embodied intelligence”, causing global expectations, and the communication between robots and humans with “embodied intelligence” will no longer be a mechanical “dictionary question and answer”. It is a new landscape that combines personalized communication, task understanding, interaction, planning, and physical execution.

Embodied Intelligence (Embodied Intelligence) refers to an agent with a body and supports physical interaction, which has the ability to perceive, think, learn, make decisions, etc., and can interact with the environment. One of its benchmark products is a humanoid robot.

The AI and robot products on display at the ongoing World Artificial Intelligence Conference show that AI is now quite “mature” in terms of thought, and embodied intelligence has provided it with a body that can be used. The humanoid robot is the carrier of general artificial intelligence “embodied”. With the development of technology and industry, humanoid robots equipped with AI large model “brain” and strong athletic ability are expected to engage in a variety of jobs, including domestic service, elderly care, education, medical care, facility inspection, rescue and disaster relief.

Wu Zhaohui, Vice Minister of Science and Technology and academician of the Chinese Academy of Sciences, said at the 2023 Zhongguancun Forum that the natural language large model represented by ChatGPT is not the final form of the AI large model, and more advanced than it is the multi-modal embodied intelligence. His views echo those of Nvidia CEO Jen-Hsun Huang, who predicted in a speech this year that the next wave of AI is embodied intelligence.

Soochow Securities said that with the industrialization of Tesla humanoid robots and the acceleration of AI technologies such as ChatGPT, artificial interaction and artificial intelligence have become a major trend. Humanoid robots, as the most ideal carrier of “embodied intelligence”, stand at the intersection of multiple industrial resonances and are expected to lead future industrial changes. Tesla, as a leading manufacturer of humanoid robot technology, based on the portability of FSD autonomous driving technology and the characteristics of factory application scenarios, has solved the two major pain points of human robot industrialization before, and the industry is optimistic about Tesla Bot.

In order to achieve the parity goal of $20,000 per humanoid robot, the industrialization process cannot be separated from the support of the domestic hardware supply chain, and the investment side is optimistic about the core components along the main line of the industrial chain. From the perspective of market size, according to the short and medium term scenario penetration rate, that is, the number of people in the early Tesla super factory is 5%, the number of people in the medium term industry and service industry is 5%-8%, and the number of households in the long term is 15%-35%, the future market size of humanoid robots is expected to reach the trillion + level, of which the value of humanoid robot parts accounts for 61%. Will pull the robot parts trillion blue ocean track set sail.

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With the advent of ChatGPT, the public was presented with the prototype of general artificial intelligence. The birth of universal humanoid robots means that the era of embodied intelligence is coming.

As the next generation of AI embodied intelligence, general humanoid robots are expected to lead AI into the era of “embodied intelligence”, and will also promote the development of special robots to the direction of general robots. Embodied intelligence combines artificial intelligence technology with robot entities, so that the “brain” has a disposable, perceivable, interactive, and actionable “body”, which brings great convenience and benefits as an important partner and assistant of human beings.