Shen Wan Hongyuan released a research report saying that humanoid robots have entered a new stage of embodied intelligence. Main body components are the hardware foundation, and mass production drives the release of demand for speed reducers, servos, and sensors; large models are the core constraints of robot intelligence, and algorithms and simulation platforms build software barriers; training data is the core constraint of model iteration. Multiple routes such as real teaching acquisition+first-perspective collection+simulation synthesis data are parallel, and the scarcity of data supply continues to increase. The medium- to long-term proposal is based on three main lines: ① core component manufacturers for humanoid robots; ② physical model and body manufacturers; ③ targets related to robot data acquisition hardware and data services.

Shen Wan Hongyuan released a research report saying that humanoid robots have entered a new stage of embodied intelligence. Main body components are the hardware foundation, and mass production drives the release of demand for speed reducers, servos, and sensors; large models are the core constraints of robot intelligence, and algorithms and simulation platforms build software barriers; training data is the core constraint of model iteration. Multiple routes such as real teaching acquisition+first-perspective collection+simulation synthesis data are parallel, and the scarcity of data supply continues to increase. The medium- to long-term proposal is based on three main lines: ① core component manufacturers for humanoid robots; ② physical model and body manufacturers; ③ targets related to robot data acquisition hardware and data services.