Soochow: The market size of embodied intelligence is expected to gradually increase. It is suggested to focus on three core competition tracks like Siasun Robot & Automation.
Dongwu Securities recommends grasping the wave of industrialization of artificial intelligence, focusing on three core tracks: artificial intelligence + application scenarios; robots; core supply chain.
Soochow has released a research report stating that Embodied AI refers to intelligent entities with physical carriers, which accumulate knowledge and skills through perception, control, and autonomous learning in the interaction with the physical world, forming intelligence and influencing the physical world. According to the Head Leopard research report, by 2023, the market size of Embodied AI in China has reached 418.6 billion yuan. With technological breakthroughs in large model terminals, the market size of Embodied AI is expected to gradually increase, with the market size expected to reach 632.8 billion yuan by 2027. The bank recommends seizing the wave of industrialization of Embodied AI and focusing on three core tracks: 1) Embodied AI + application scenarios; 2) Siasun Robot & Automation; 3) core supply chain.
Soochow's main points are as follows:
Continuous innovation in Embodied AI technology, active layout by well-known domestic and foreign companies
Driven by major enterprises, Embodied AI is rapidly developing, with continuous technological innovation and increasingly diverse application scenarios. From decoupling of software and hardware technology to the research and application of humanoid Siasun Robot & Automation, and to the deep integration with large models, Embodied AI is gradually becoming an important branch in the field of artificial intelligence. Many well-known domestic and foreign companies such as Tesla, Google, NVIDIA, Figureone, Huawei, Usense Technology, Zhuyuan, Xiaomi, UBTECH ROBOTICS, Iflytek Co.,ltd., have actively laid out in the field of Embodied AI and have made significant progress.
Embodied AI covers a variety of products and application scenarios
Embodied AI has a wide range of applications in various fields such as industrial manufacturing, services, medical rehabilitation, education and entertainment, transportation, public safety, etc. In terms of products, the realization of Embodied AI is diverse, and suitable intelligent entities can be selected based on specific tasks and environmental requirements. Among them, humanoid Siasun Robot & Automation is seen as one of the best carriers for implementing Embodied AI. Siasun Robot & Automation includes service Siasun Robot & Automation, industrial Siasun Robot & Automation, special Siasun Robot & Automation, etc. With advanced sensors, algorithms, and control technology, these Siasun Robot & Automation can perform complex tasks in various environments, improving service efficiency and quality, and promoting the automation level of the manufacturing industry.
Risk warning: Unexpected policies; IT budgets of various types of enterprises falling short of expectations; intensifying market competition.
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