20231113_东方证券_计算机行业研究报告：大模型赋能人形机器人软硬融合共创颠覆性产品_32页.pdf

|11 2 2025 2027 Optimus Optimus 2 AI GGII 2026 3.5%20 2030 200 AI AI O pti m us(002050)(601689)(603728)(873593)(688017)(002472)(002896)(002338)(688320)(300124)(300503)岹(688279)(301525)(603667)(601100)(300580)(000837)(873593)(688320)(300461)(300809)(688577)(002520)(603662)(300503)IMU(688582)(688071)(002079)(002230)(300378)(300496)/2023 11 13 021-63325888*6126 S0860510120021 021-63325888*6106 S0860514050004 021-63325888*6090 S0860520060002 BSW113 S0860522080002 2.5 1.1.5 1.2.9+.13 2.1.13 2.2.16.26 3.1.26 3.2.27 3.3.28.30.30 1ZCXuNtOpMqRpRoNsPrOmN9P8Q7NnPoOsQsRiNqRrQjMnMnQ8OoPrRxNoPnNwMtPsO 3 1.5 2.8 3.9 4.9 5 2026-2030().10 6 2023.10 7 2030.10 8 FSD.11 9 AI.12 10.13 11 ChatGPT.14 12.14 13.14 14 Tesla Optimus.15 15 GPT-4V.16 16.16 17.17 18 ChatGPT.17 19 ChatGPT for Robotics.17 20 ChatGPT Logo.18 21 ChatGPT.18 22 PaLM-E.18 23 PaLM-E.19 24 PaLM-E zero-shot.19 25 RT-2.20 26 RT-2.20 27 RT-2.20 28 RT-2.21 29 Voxposer.21 30 Voxposer.22 31 RoboAgent RT-1.22 32 RobeAgent.23 33 RoboAgent.23 34 Open X-Embodiment.24 4 35 RT-1-X.24 36 RT-2-X RT-2.24 37 Eureka.25 38 Eureka.25 39 Eureka.25 40 Open X-Embodiment.26 41 MimicGen.27 42 MimicGen.27 43 Voxposer 8.28 44 RT-2 2.28 45 Dojo.28 46 Dojo.28 47 Tesla Optimus.29 1.6 2.6 3 2023.7 4.11 5.12 6.12 5 1.1 2023 11 2 2025 2027 2025 2-3 2-3 2 2027 1 6 1-2-7 3C 1986-1993 E0 E6 7 1993 P1 P3 ASIMO 2000 ASIMO 2013 Atlas 1X technologies ADT commercial EVE 10;NEO 2023 Engineered Arts Ameca Cyberone;Walker X;A1 to C 3 2023 cm kg km/h 1X technologies()EVE 186 83 14.4/NEO/30 4 12/()Optimus 173 73 8 50 Boston dynamics()Atlas 150 89 9 28 8 Agility Robotics()Digit 175 65/16 Engineered Arts()Ameca 187 49/61 ASIMO 130 50 2.7 57 Cyberone 177 52 3.6 21()Wolker X 130 63 3 41 U-SLAM;()A1 175 55 7 49+To C Optimus 2021 AI DAY Tesla Optimus 2022 AI DAY Optimus 2023 5 Dojo Optimus 2023 8 Optimus Optimus 2 2 9 1.2 AI 3 Tesla AI Day 4 10 Tesla AI Day EVE Digit 1X technologies ADT commercial EVE;Digit 2025 2025 2023 5 GGII 2026 3.5%20 2030 200 25%2030 50 5 2026-2030()GGII Tesla AI Day Optimus 2023;2030 50%6 2023 7 2030 202005500501001502002502026E 2030E全球 中国 11 Tesla AI Day APT imu 4 2023 21%16%16%14%4%imu 1%Tesla Al Day FSD()3()FSD 8 FSD 无框力矩电机,21.00%减速器,16.00%力传感器,16.00%丝杠,14.00%空心杯电机,4.00%惯导 imu,1.00%其他,28.00%无框力矩电机 减速器 力传感器丝杠 空心杯电机 惯导 imu无框力矩电机,18.00%力传感器,18.00%减速器,17.00%丝杠,16.00%空心杯电机,1.00%惯导 imu,2.00%其他,28.00%无框力矩电机 力传感器 减速器丝杠 空心杯电机 惯导 imu 12 Tesla AI DAY FSD ChatGPT 9 AI Tesla AI DAY 5()()AI 6 13 AI ESD 12+2.1 AI AI Perception Imagination Execution AI+10 AI 14 Chat ChatGPT 4 AI Levatas ChatGPT Spot ChatGPT ChatGPT 11 ChatGPT 12 cybernews cybernews AI Generalization AI AI 13 15 Meta State-of-the-art generalization research in NLP:A taxonomy and review AI FSD Optimus Optimus 14 Tesla Optimus Twitter GPT-4 OpenAI 10 GPT-4V ision GPT-4 GPT-4V GPT-4V GPT-4V GPT-4V GPT-4V 16 GPT-4V GPT-4V GPT-4V GPT-4 GPT-4 GPT-4 15 GPT-4V The Dawn of LLMs 2.2 AI Meta 16 1 ChatGPT for Robotics+2023 2 ChatGPT for Robotics:Design Principles and Model Abilities ChatGPT ChatGPT 17 ChatGPT ChatGPT ChatGPT ChatGPT ChatGPT ChatGPT ChatGPT ChatGPT 17 18 ChatGPT ChatGPT prompt ChatGPT ChatGPT 19 ChatGPT for Robotics ChatGPT+ChatGPT ChatGPT 18 ChatGPT ChatGPT+20 ChatGPT Logo 21 ChatGPT 2 PaLM-E 2023 3 Google Robotics Google 5400 PaLM 220 Vision Transformer ViT 5620 Visual Language Model,VLM PaLM-E PaLM PaLM-E PaLM-E token token 22 PaLM-E Google PaLM-E:An Embodied Multimodal Language Model 19 PaLM-E PaLM-E PaLM-E zero-shot PaLM-E PaLM-E 23 PaLM-E 24 PaLM-E zero-shot Google PaLM-E:An Embodied Multimodal Language Model Google PaLM-E:An Embodied Multimodal Language Model PaLM-E PaLM-E PaLM-E ChatGPT for Robotics 3 RT-2-2023 7 DeepMind RT-2-Vision-Language-Action VLA VLM RT-2 VLM-VLA RT-2 RT-2 token-1 128 91 241 5 101 127 217 20-VLM-VLA 25 RT-2 RT-2:Vision-Language-Action Models Transfer Web Knowledge to Robotic Control,RT-2 RT-1 RT-1 RT-2 RT-1 13 17 RT-2 VLM PaLM-E PaLI-X RT-2 RT-2 RT-1 32%62%26 RT-2 27 RT-2 RT-2:Vision-Language-Action Models Transfer Web Knowledge to Robotic Control RT-2:Vision-Language-Action Models Transfer Web Knowledge to Robotic Control 21 RT-2 Rxbar 1 128 124 136 121 158 111 255 RT-2 28 RT-2 RT-2:Vision-Language-Action Models Transfer Web Knowledge to Robotic Control,4 VoxPoser 2023 7 VoxPoser LLM-VLM 3D RGB-D LLM VLM 3D 3D 29 Voxposer 22 Li Fei-Fei VoxPoser:Composable 3D Value Maps for Robotic Manipulation with Language Models VoxPoser 4 1 2 3 1 4 VoxPoser 30 Voxposer Li Fei-Fei VoxPoser:Composable 3D Value Maps for Robotic Manipulation with Language Models 5 RoboAgent 2023 8 Meta CMU RoboAgent DeepMind RT Meta 7500 RoboAgent 12 100 31 RoboAgent RT-1 Meta 23 RT-1 13 RoboAgent RoboAgent 7500 4 12 38 Meta Meta Segment Anything Model SAM 32 RobeAgent Meta RoboAgent:Generalization and Efficiency in Robot Manipulation via Semantic Augmentations and Action Chunking RoboAgent Meta MT-ACT Transformer RoboAgent Meta L1 L2 L3-MT-ACT L3 33 RoboAgent Meta RoboAgent:Generalization and Efficiency in Robot Manipulation via Semantic Augmentations and Action Chunking 24 6 RT-X Open X-Embodiment Dataset ImageNet 10 4 DeepMind RT-X Open X-Embodiment 21 22 15 527 ImageNet 34 Open X-Embodiment Open X-Embodiment:Robotic Learning Datasets and RT-X Models Open X-Embodiment RT-X DeepMind RT-1 RT-2 Open X-Embodiment RT-1-X RT-2-X Open X-Embodiment RT-1-X 50%RT-2-X RT-2 RT-2-X 35 RT-1-X 36 RT-2-X RT-2 Open X-Embodiment:Robotic Learning Datasets and RT-X Models Open X-Embodiment:Robotic Learning Datasets and RT-X Models DeepMind DeepMind 25 7 Eureka GPT-4 AI 2023 10 AI Eureka OpenAI GPT-4 37 Eureka Eureka:Human-Level Reward Design Via Coding Large Language Models Eureka AI Eureka GPT-4 Eureka LLM 29 Eureka 10 Eureka 80%50%Eureka 38 Eureka 39 Eureka Eureka:Human-Level Reward Design Via Coding Large Language Models Eureka:Human-Level Reward Design Via Coding Large Language Models 26 3.1 1 ChatGPT 100-200 1 2 k 4 MB 2 ChatGPT 3 CV/NLP Open X-Embodiment Open X-Embodiment 34 60 22 15 ImageNet 40 Open X-Embodiment 27 10 MimicGen 200 MimicGen 5 18 41 MimicGen 42 MimicGen MimicGen:A Data Generation System for Scalable Robot Learning using Human Demonstrations MimicGen:A Data Generation System for Scalable Robot Learning using Human Demonstrations 3.2 RT-2 2 Voxposer 8 Voxposer 2023 RT-2 28 3Hz 500Hz 43 Voxposer 8 44 RT-2 2 Li Fei-Fei VoxPoser:Composable 3D Value Maps for Robotic Manipulation with Language Models RT-2:Vision-Language-Action Models Transfer Web Knowledge to Robotic Control Optimus SoC Dojo Optimus 2022 AI Day FSD Optimus SoC 2023 6 7 Dojo 2024 2 2024 10 100 EFlops 30 A100 Dojo Autopilot FSD Optimus 45 Dojo 46 Dojo Tesla AI Tesla AI 3.3 29 Marc Raibert Atlas 170 90 Optimus 28 50 200 6 11 47 Tesla Optimus Tesla Side 30 Optimus(002050)(601689)(603728)(873593)(688017)(002472)(002896)(002338)(688320)(300124)(300503)岹(688279)(301525)(603667)(601100)(300580)(000837)(873593)(688320)(300461)(300809)(688577)(002520)(603662)(300503)IMU(688582)(688071)(002079)(002230)(300378)(300496)31 Tabl e_Disclai mer 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer