Reference News Network, December 23 report: According to the Hong Kong South China Morning Post website, on December 21, Morgan Stanley pointed out in its newly released "Robot Yearbook" that China is leading far ahead in the competition of manufacturing humanoid robots. In the past five years, China's relevant patents were five times those of the United States.
The "Robot Yearbook" states that in the past five years, China applied for a total of 7,705 humanoid robot patents, while the United States had 1,561, Japan ranked third with 1,102, and the World Intellectual Property Organization ranked fourth with 1,100.
The report was written by Morgan Stanley's Global Embodied Intelligence team. The report emphasized the cost advantage that China brings to the humanoid robot supply chain. Morgan Stanley estimates that without China's involvement, the development cost of Tesla's second-generation humanoid robot, Optimus, would be several times higher than it is now.
In an assumed "non-Chinese supply chain," the cost of joint actuators would rise from about $22,000 to $58,000, while the cost of chips and software would increase from about $3,000 to $7,000. The total cost of Optimus second generation would rise from about $46,000 to $131,000.
Another important conclusion is that China accounts for 54% of the global industrial robot installations, more than the total of the rest of the world, which is driven by the rapid development of China's domestic robot industry.
Morgan Stanley said that well-known Chinese companies including BYD, Geely, XPeng, NIO, Li Auto, Xiaomi, and Midea have tested and deployed humanoid robots in factory and logistics environments.
This month, the home appliance manufacturer Midea launched a six-armed industrial humanoid robot and plans to put it into use in the factory soon. XPeng stated that its goal is to sell over one million XPeng robots annually by 2030, and plans to achieve mass production by 2026.
The development of embodied intelligence in China has been supported by policy and corporate collaboration.
Morgan Stanley also said that the G1 humanoid robot from Unitree Technology is one of the most widely used humanoid robots in the world. (Translated by Wang Haifang)
On November 6, at the Unitree Technology booth during the 8th China International Import Expo, a humanoid robot performed a combat performance. (Xinhua News Agency)
Original article: toutiao.com/article/7586882962730336794/
Statement: This article represents the views of the author.