On January 17, the remarkable milestone of the 100th full-sized humanoid robot delivery was reached by LEJU, a notable player in the humanoid robotics industry, with the recipient being the BAIC BJ40, a subsidiary of Beijing Automotive GroupThis accomplishment positions LEJU as a potentially pioneering entity in the field, effectively leading the charge towards the commercial viability of humanoid robots on a global scaleIt’s not just a transactional milestone; it symbolizes a significant stride in a burgeoning industry that is gradually shaking off its experimental image to embrace a more pragmatic, business-oriented future.
The year 2024 has been dubbed the inaugural year of humanoid robot commercializationThis optimism arises concurrently with major tech giants like NVIDIA and Google announcing their entry into the sector, alongside a flood of startups sprouting with the aim of making humanoid robots more mainstream
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It’s as though anyone can fabricate a humanoid robot these days, leveraging flashy displays of technology to capture public attentionMeanwhile, the secondary market surrounding stocks related to humanoid robots is also buzzing with activity.
However, amid all the excitement, there’s a growing chorus of skepticism regarding the commercial viability of humanoid robotsCritics argue that, despite the hype, lasting success in this sector is fraught with challenges, technological hurdles, and market uncertainties that might stifle the growth prospects.
LEJU is an early entrant in the humanoid robotics landscape, having made significant inroads over the past yearThe company has successfully delivered its fully-sized humanoid robots to diverse sectors such as industrial manufacturing, commercial services, and educational researchThis diversification marks a unique developmental phase for LEJU, revealing an array of applications and demonstrating the potential practical utility of their humanoid robots.
The industrial manufacturing sector is where LEJU is currently concentrating its efforts
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Their robots have already been integrated into workplaces like NIO and other automotive manufacturers, tackling tasks that traditional robots often find challenging, such as flexible manufacturing in space-restricted environmentsThey’ve made impressive gains in operational efficiency, reportedly boosting productivity from an initial 30% to over 50%. This technological advancement underscores a significant breakthrough in automation, especially noted last October when LEJU’s humanoid robots claimed the first public designation for humanoid robots in the automotive sector.
In contrast, commercial services represent a relatively well-established area for humanoid roboticsLEJU has introduced its robots to various exhibition venues, including the Low-altitude Economic Development Exhibition Hall in Suzhou and the China Mobile Smart Home Operation Center, effectively utilizing these robots as tour guides
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The company has plans to collaborate further with partners like Haier and Volcano Engine to create interactive "humanoid robot + " shopping scenarios that enhance consumer experience.
In addition, the research and educational sphere serves as a nurturing ground for talent and technological development, helping bolster LEJU’s ambitions toward commercializationSuch an approach is often vital for any tech company aspiring to maintain a competitive edge and innovate continuously.
Ultimately, LEJU's overarching vision is to penetrate the home market with humanoid robots, which many industry analysts consider a multitrillion-dollar blue ocean opportunityTo this end, the company is actively collaborating with prominent firms like Haier and China Mobile, exploring applications that address the needs of elderly care, social interaction, and household choresSuch innovative initiatives could pave the way for humanoid robots to become a common presence in households globally.
The path to widespread humanoid robot commercialization lies in rigorous field testing and application in real-world scenarios
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In recent years, LEJU has made significant strides in enhancing the hardware capabilities of its robots, such as improving arm span, bearing weight, heat dissipation, battery life, and sensor performanceThese upgrades have markedly increased the robots’ stability, user-friendliness, and practical utilityOn the software front, the development team has introduced a full-body momentum control algorithm, placing their technological developments on par with giants like Tesla and Figure in terms of complexity.
As the industry matures, these advancements start to resonate globallyIt is no longer surprising to witness humanoid robots joining the workforceWith crucial contracts signed from leading companies such as FAW Hongqi and BAIC, LEJU is increasingly solidifying its commercial endeavors in the robotics landscape.
Take for instance a factory located in Jiangsu, where a significant challenge lies in the recruitment of traditional laborers for monotonous tasks
