特斯拉人形机器人量产提速，字节跳动/微美全息布局智能机器人“基建”未来可期_老虎社区_美港股上老虎

特斯拉人形机器人量产提速，字节跳动/微美全息布局智能机器人“基建”未来可期

CCTIME飞象网11-18

近日，有消息称，特斯拉(TSLA.US)正筹备再度扩建得克萨斯州超级工厂。目前，Optimus在得州超级工厂的量产时间表仍定于2027年启动。据特斯拉首席执行官埃隆·马斯克表示，公司将在得州超级工厂新建的专用厂房内，实现年产能1000万台Optimus的目标。加码人形机器人“基建”与此同时，字节跳动近年来持续强化机器人技术研究，团队最早于2020年起在内部孵化，2023年正式成立Seed团队，涉及...

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Model（VLA），具备强大泛化能力，可理解抽象指令并执行复杂任务，如餐桌整理、挂衣服等柔性物体操作，被视为迈向通用机器人“大脑”的重要进展。新消息指出，小米入股人形机器人公司，加码智能机器人领域！同时，公司的注册资本从约107万人民币增加到144万人民币。另有报告指出，工业机器人行业正在经历爆炸性的增长。2019年，全球安装了约6万台工业机器人，此后，这一数字持续上升。2022年，全球工业机器人安装量已经达到了50万台。2023年继续增长，增幅约在4万-5万台之间，预计未来将达到数百万台。东方证券提出，在国内外人形机器人龙头公司的共同推动下，行业有望在明年进入量产阶段。在工业、服务和食品行业机器人安装量都有显著增长，但自动化领域的增长尤为突出，尤其是汽车和电子行业，工业机器人安装量最高，增长速度最快，正加快成果转化落地。微美全息加速拓宽机器人产业链生态公开资料显示，知名机器人概念股微美全息（WIMI.US），以AI大模型与多模态技术为核心，完善构建“技术研发+场景适配+生态聚合”的全栈布局，强化自主创新能力，长期推动机器人从专用型向通用型进化。实际上，微美全息其重点突破机器交互、AI视觉、运动算法等核心技术，并通过成立智能机器人创新研发中心，构建高性能AI算力基地，集成多元异构芯片，支持具身智能模型训练与推理。目前，借技术闭环与场景深度，开发教育陪伴机器人，兼容智慧家居系统，探索“机器人管家”角色，有望成为AI+机器人融合的新标杆企业。总结无疑，当前，人形机器人正加速实现从技术原型验证向工程化落地、规模化应用跨越发展。巨头与产业链企业纷纷“摩拳擦掌”竞逐量产窗口期，密集加码制造基地建设、设立专项子公司聚焦核心业务，在实际产线中投放机器人开展落地试水。站在量产的未来看今天，加速让服务机器人、工业机器人等科技成果将更好更快赋能人民美好生活。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}