RGTI
Rigetti Computing
-- 15.4400 LAES
SEALSQ Corp
-- 8.760 NVDA
NVIDIA
-- 139.930 TSLA
Tesla
-- 454.130 KULR
KULR Technology
-- 4.8000 The dawn of humanoid robots and innovation with AI! Which stocks are likely to benefit?
The development of artificial intelligence (AI)Bringing revolutionary changes to the humanoid robot industryIt is expected. End-to-end AI is completely different from conventional rule-based control, which means that the software system itself can execute tasks from initial commands and scenarios to final output under rules generated by AI rather than rules set in advance by software engineers. In February this year, $Microsoft (MSFT.US)$, open AI, $NVIDIA (NVDA.US)$has invested in FigureAI, an emerging robot company in Silicon Valley in the US, which aims to transform the global labor market. Figure AI is developing humanoid robots equipped with AI for work sites.
Along with the expansion of the supply chain for humanoid robots, profits and potential growth potential are increasing in various fields. Investors, from electronics giants to software companies, will find investment opportunities in the rise of such robots.
Humanoid robots are a miracle of modern engineering, and for operationactuators, for interaction with the environmentsensors, for decision makingAdvanced control system, reliablepower supply, for processingAdvanced chips, for operationCutting edge softwareVarious components are required, such as communication systems to interact with the surrounding world. Each component is extremely important, and manufacturing accuracy affects the robot's performance.
1) Tips: The chip is the brain of a humanoid robot, and includes a main chip, an MCU chip, and a communication chip. $NVIDIA (NVDA.US)$The Jetson series is designed for AI computing and machine learning, and is often used for humanoid robots requiring complex processing capabilities. $Texas Instruments (TXN.US)$There is a possibility that processors and microcontrollers will be used in control systems for humanoid robots. In communication chips, $Qualcomm (QCOM.US)$provides communication chips and modules for wireless connection.
2) Motor and battery:The total cost of a motorabout 10%It occupies. Japanese manufacturers are famous for their expertise in the field of robotics. At major manufacturers, $YASKAWA Electric (6506.JP)$with $Fanuc (6954.JP)$is a major supplier of servo motors and controllers.
3) Actuators:We provide a variety of automation products to major manufacturers of robot actuators $Mitsubishi Electric (6503.JP)$Has the Allen Bradley brand $Rockwell Automation (ROK.US)$There are ABB Robotics, etc., which is a famous robot company.
4) Sensors:To interact with the environment, robots use various sensors such as riders, cameras, haptic sensors, and gyroscopes. We provide camera modules for depth recognition and vision to major manufacturers $Sony Group (6758.JP)$Ya $Intel (INTC.US)$Provides multiple types of products such as RealSense, magnetic sensors, pressure sensors, and MEMS (Micro-Electro-Mechanical Systems) sensors $INFINEON TECHNOLOGIES AG (IFNNF.US)$included.
5) Software:It includes operating systems, drive systems, and applications that perform data processing, decision making, machine learning, and motion adjustment. Before the advent of the AI era, software was the biggest bottleneck for robots.
There are several companies around the world that are active at the forefront of humanoid robot manufacturing, and each has a unique focus and contribution to this field.
Among the main players,Boston DynamicsIt is attracting widespread attention for robots, starting with the humanoid robot “Atlas,” which demonstrates advanced mobility, balance, and agility.
$Tesla (TSLA.US)$It is also one of the representative companies. On 2023/12/13, the company showed off the Tesla Optimus Bot Gen 2 in video format. Tesla announced the first generation product nine months ago in 2023/3, and three months later, an end-to-end AI learning function was demonstrated, showing that the pace of product improvement and research and development is much faster compared to other companies in the same industry.
Japanese robots are also running at the forefront. According to an Asian Industries analyst at Goldman Sachs, it is clear that Japanese robot OEMs are active in introducing various solutions for applications different from the past. For instance, $Kawasaki Heavy Industries (7012.JP)$A demonstration of the humanoid robot “Kaleido,” which is supposed to be used in disaster relief scenes, was shown.
The manufacturing cost of humanoid robots has declined drastically, and last year it was estimated at 50,000 to 250,000 dollars per unit, but now it has plummeted to 30,000 to 150,000 dollars from basic models to high-performance models. This reduction of approximately 40% is mainly due to cheaper parts currently available, wider supply chain choices beyond laboratory boundaries, and improvements in design and manufacturing processes.This cost efficiency suggests there is a possibility that the commercial spread of humanoid robots will accelerateDoing it.
Source: Goldman Sachs, Moomoo
ー MooMoo News Sherry
This article uses automatic translation for some of its parts
ー MooMoo News Sherry
This article uses automatic translation for some of its parts
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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ロダン : Can Astro Boy be able to do it?
Tezuka Osamu would be happy to see it
温かいロイ_4382 : Why did Honda stop Asimo? that's a shame. The Japanese robot, which was at the cutting edge, has run behind schedule.
181086746 : It would be interesting if halos and tachikoma were made.
For example, in halo, halo is piloting a machine, so I have a feeling that it will play an active role as an intermediary between humans and machines. I wonder if Sony and Toshiba would be excited. I wonder if Tachikoma is Hitachi.
(^^
sabuzero 温かいロイ_4382 : This is because there is no demand.