After cooperating with Huawei and successfully launching the Wenjie brand, the dynamics of Seres Group can affect the nerves of the market. Recently, the news about the layout of Seres in the field of humanoid robots has attracted widespread attention. In this article, China Exportsemi will try to analyze the logic behind this strategic layout, industry impact and future development prospects.
The strategic layout and industry trends of Seres
As a technology-based automobile enterprise with new energy vehicles as its core business, Seres Group has a deep accumulation in intelligent manufacturing and technological innovation. According to the report of Yicai, Seres has laid out humanoid robots and has released relevant job recruitment information. This business is undertaken by Chongqing Seres Phoenix Zhichuang Technology Co., Ltd. (hereinafter referred to as "Phoenix Zhichuang"), which was jointly established by Seres and Chongqing Municipal Finance Bureau Holding Company. According to industrial and commercial information, Phoenix Zhichuang was registered on December 29, 2023, with a registered capital of about 1.22 billion yuan, and the legal representative is Xu Lin.
Ceris has posted job postings related to embodied intelligence and humanoid robots on a public platform, showing its active layout in this field. In addition, Seres applied for the registration of the "ROBOREX" trademark on September 14 this year, and got the acceptance notice on October 12 this year, which shows the long-term planning and brand building of Seres in the field of humanoid robots.
Figure: 1.22 billion capital layout: Seres crosses the field of humanoid robots (picture from the Internet)
Deep integration of technology and market
The upstream of the humanoid robot industry is mainly suppliers of components and software systems, including motors, joints, sensors, controllers, operating systems, etc., and the quality and technical level of these components and software systems directly affect the performance and stability of robots. The technology accumulation in the field of intelligent manufacturing and new energy vehicles provides a solid foundation for its development in the field of humanoid robots.
At the market level, the terminal application market of humanoid robots includes medical care, education, disaster relief, public safety, manufacturing, home escort and other fields. The addition of Seres is expected to promote the application of humanoid robots in more scenarios and accelerate the commercialization process of the technology.
Industry influence and win-win for all parties
This layout of Seres is a win-win situation for the industry. For technology partners such as Huawei, more manufacturers joining the humanoid robot track will help their chip sales and the establishment of ecosystems. For car companies, especially those with intelligent driving technology, the layout of the humanoid robot industry has a relatively good industrial foundation, and it will be a new growth point in the future. At the same time, parts manufacturers in the industrial chain are also willing to explore new business growth space.
Future development prospects
Although Seres has not yet responded to its humanoid robot project, it is foreseeable that with the advancement of intelligent driving technology, the cooperation between Seres and its partners is expected to accelerate the commercialization process of humanoid robots, so that they can enter more homes and enterprises in the future and become a huge emerging industry. Industry insiders believe that the cooperation between Seres and Huawei will help promote the development of the robot industry in China and even the world.
Summary
The layout of the humanoid robot track is not only a strategic choice for the company's own transformation and upgrading, but also an inevitable move to respond to the global trend of scientific and technological development. This layout will bring new growth points to Seres, and will also promote the technological progress and market expansion of the entire robot industry. With the maturity of technology and the expansion of the market, humanoid robots are expected to play a more important role in the future and become a new driving force for social progress and economic development.
