With the rapid development of artificial intelligence technology, embodied AI and humanoid robots have become the hottest investment targets in the primary market. However, Wang Zhongyuan, president of the Beijing Academy of Artificial Intelligence, put forward a sober reflection on the current investment boom in an interview.
The technical truth behind the investment boom
According to Dean Wang Zhongyuan, embodied intelligence technology is still in the early stage of development, and the development speed of hardware is far behind the iteration speed of AI large models. He pointed out: "At present, the iteration speed of AI large models is very fast—we will see 5~10 globally influential large models released every month, but the iteration cycle and speed of hardware are still calculated in years. This view has been widely recognized by the industry.
Pictured: Wang Zhongyuan, President of Beijing Academy of Artificial Intelligence, introduces the embodied intelligence model of KLCII
Data support and industry analysis
According to the "2024-2030 Chinese Humanoid Robot Industry Market Research and Investment Prospect Report" released by Huajing Industry Research Institute, the scale of China's intelligent robot market will reach 127 billion yuan in 2022 and is expected to increase to 157.3 billion yuan in 2023. However, humanoid robots, as an important branch of the field of robotics, are still in their infancy. According to IFR and the Chinese Institute of Electronics, it is estimated that by 2030, the size of China's humanoid robot market is expected to reach about 870 billion yuan.
Expert perspectives and industry consensus
Dean Wang Zhongyuan further pointed out that the brain model, cerebellar model, and scene application of embodied intelligence are all in a very fragmented stage of development. In particular, he mentioned the problem of missing data: "Everyone knows that the breakthrough of artificial intelligence technology relies on the support of ImageNet, but the current embodied intelligence still lacks a dataset that can be used for training such as ImageNet. “
Joint innovation and ecological engineering
The development of the humanoid robot industry requires interdisciplinary and cross-institutional cooperation. Dean Wang Zhongyuan said that KLCII is willing to build a joint innovation platform for embodied intelligence, and work with universities and enterprises to solve problems such as data models and scenario applications. He emphasized: "Humanoid robot research is not a purely academic research problem, but needs to be jointly promoted with hardware manufacturers, upstream and downstream suppliers, scientific research institutions, and scenario applications. “
Future outlook and rational investment
Although the development prospects of the humanoid robot industry are broad, President Wang Zhongyuan reminded that the development of humanoid robots is still in a very early stage, whether it is to enter the industrialization scene or family life for a long time, this cycle is at least 3~5 years to start. He appealed, "KLCII has the confidence and patience to continue to push forward with relevant research until it crosses the real technology cycle and ushers in a real industrial explosion."
conclusion
In the boom of investment in embodied intelligence and humanoid robots, we need to look at technological development and market prospects objectively and rationally. As President Wang Zhongyuan said, scientific research institutions and enterprises should work together to promote technological progress and industrial maturity. At the same time, investors should also remain calm and recognize the uncertain and long-term nature of technological development in order to embrace the social progress and industrial transformation brought about by embodied intelligence. Through in-depth analysis and commentary, we can see that the field of embodied intelligence and humanoid robots is full of challenges, but also breeds huge opportunities.
