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人形机器人行业深度报告:AI加速具身智能落地,关注电机、传感器部件-240331-国元证券

硬件具备对应商业化产品,算法迭代持续增强具身智能落地确定性 从各大厂商demo机目前进度来看,人形机器人硬件方案对各核心零部件的要求基本定型,主要硬件均存在市场对应商业产品,痛点在于降本,后续有望通过大规模量产实现;而当前难点则是对应算法以及软件层面仍未有理想表现,2023年仍未出现真正意义上符合终端消费者需求、具备较强通用性的“具身智能”。软件及算法端,2024年3月9日,Figure01的展示

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