特斯拉与现代汽车集团在人形机器人领域战略分野：销售导向与制造导向路径差异显现

盖世汽车网10:54

盖世汽车讯特斯拉与现代汽车集团正以截然不同的战略路径推进人形机器人商业化。截至2026年2月22日，双方均已明确技术落地时间表与核心应用场景：特斯拉计划于下季度末停止Model S和Model X生产，并将美国加州弗里蒙特工厂部分产线转为Optimus人形机器人量产基地；现代汽车集团则宣布其子公司波士顿动力研发的Atlas人形机器人将于2028年起在位于美国佐治亚州的现代汽车集团...

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X光荣退役了”，并称特斯拉正从汽车公司转型为“专注于自动驾驶车辆与人形机器人的物理人工智能提供商”。现代汽车集团未将机器人业务作为独立身份重构支点，而是将其纳入“双轨战略”：短期强化整车制造竞争力，长期拓展外部技术输出与产品销售。技术路线亦呈现分化。Optimus强调通用性与成本控制，以适配多场景大规模部署；Atlas则突出高精度工业适配能力，初期应用严格限定于现代与起亚全球新建工厂的特定工序。行业分析指出，软件成熟度与动作精度将直接影响实际生产效能，技术积累深度将成为中期竞争关键变量。有观点认为，特斯拉凭借电动车领域已验证的价格驱动策略，可能在早期市场占得先机；另有分析指出，现代汽车集团通过自有工厂持续采集高保真制造数据，或将为其在中长期构建更稳健的工业级机器人能力壁垒。据公开信息，人形机器人市场预计规模达7.5万亿美元。现代汽车集团与特斯拉均在2026年1月举办的国际消费电子展(CES 2026)上公开展示了Atlas与Optimus样机。二者此前在电动汽车领域的竞争关系，正延伸至这一新兴领域。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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