2024年具身智能产业发展研究报告

Investment Rating - The report does not explicitly state an investment rating for the embodied intelligence industry Core Insights - The embodied intelligence industry has evolved through multiple stages, from conceptual emergence in the 1950s to theoretical development in the 1980s and 1990s, and is now moving towards industrial application [2][14] - The market for humanoid robots, a key product in embodied intelligence, is expected to reach a scale of 300 billion yuan in China by 2035, driven by technological breakthroughs and cost reductions [2] - The market size of embodied intelligence has grown from 292.3 billion yuan in 2018 to 748.7 billion yuan in 2023, with a compound annual growth rate of 20.7%, and is projected to exceed one trillion yuan by 2026 [19][20] Summary by Sections 1. Overview of the Embodied Intelligence Industry - Embodied intelligence is defined as an intelligent system based on physical bodies that perceive and act, emphasizing interaction with the environment [9] - The industry has experienced significant technological advancements, particularly in deep learning and AI algorithms, which enhance the capabilities of embodied intelligence systems [15][17] 2. Analysis of the Embodied Intelligence Industry Chain - The industry chain includes hardware components, AI algorithms, cloud services, and system integration, which are crucial for executing complex intelligent tasks [25][26] - The application of embodied intelligence spans various sectors, including industrial manufacturing, healthcare, logistics, and education, enhancing efficiency and user experience [26] 3. Core Components and Software Integration of Embodied Intelligence - AI chips are critical for real-time interaction and response, requiring high performance and low power consumption [28] - Sensors, including force sensors and visual sensors, are essential for the interaction capabilities of intelligent agents, with domestic companies accelerating their development [31] - Servo motors play a key role in executing physical actions, with advancements in direct-drive motors significantly improving performance in robotic applications [32][35] 4. Development Trends in Embodied Intelligence - The industry is witnessing rapid growth, with significant investments in the robotics sector, particularly in early-stage projects, indicating a trend towards maturity and concentration on high-quality projects [21][22] - Major companies like OpenAI, Google, and Tesla are actively investing in embodied intelligence, showcasing the competitive landscape and innovation potential within the industry [18]