On January 9, the Las Vegas International Consumer Electronics Show （hereinafter referred to as "CES"） just ended, and the embodied robot that can sense and act has become the focus of the whole scene. Cobos, Zhiyuan, Yushu Technology and other companies have shown the world the strength of China in this frontier field - artificial intelligence is breaking through the virtual boundary and moving towards the real world.
Embodied intelligence has become the core of the future industry identified in the national "15th Five-Year Plan," and the market size is expected to exceed 100 billion yuan by 2030. This is not only a technological revolution, but also a historic window for the redistribution of value in the industrial chain. How to seize the development of embodied intelligence? We analyze both aspects of the industrial chain and the development track for you.
What is embodied intelligence?
Current status of the embodied intelligence industry chain
The entire industry follows the logic of "hardware as the basis, software as the soul, and scene traction" and presents a clear rhythm of commercialization.
Upstream: Determining Profit and Safety
The core hardware "iron triangle": mainly including high-precision reducer, servo motor and Multi-mode sensor, where the high-precision reducer part breaks the monopoly, but the humanoid robot with high transmission efficiency planetary reducer still needs to be improved； Industrial-grade products for servo motors have been replaced in bulk, and there is still a gap between small high-power density motors. The precision of the vision sensor is 0.01mm, and the six-dimensional force sensor needs to be broken through in stability and cost.
Innovation breakthrough: AI chips and dexterous hands are fast-growing areas. End-end chips at leading companies already provide computing power for robots; The number of degrees of freedom of the dexterous hand developed by Chinese enterprises has exceeded 20, which can be adapted to complex scenes such as fine assembly.
The " brain " of the core software: multimodal big model And the operating system/algorithm is the key to competitiveness. Chinese models have been able to achieve "semantic-image-action" end-to-end collaboration, showing advantages in the efficiency of specific scene adaptation. The operating system ecosystem and action planning algorithms are also continuing to improve.
Middle: Key to Integration and Mass Production
The body manufacturing is showing differentiation: the humanoid robot is in the key transition period from prototype display to small batch delivery； Industrial robotic arm as the mainstay of current revenue, the market share of Chinese products continued to increase; Special robot has been the first to realize large-scale application in professional scenarios such as grid inspection and disaster rescue.
System integration to achieve "customized adaptation": Chinese integrators with a deep understanding of the local scene, faster response speed and cost advantage , in the project delivery cycle compared to international brands can be shortened by about 20 % , market share continues to increase.
Downstream: The pace of commercialization implementation
Industrial Scenarios: The demand to replace human workers with robots to perform repetitive, precision or high-risk tasks in areas such as automobile manufacturing, 3C electronics assembly and logistics is clear , and orders have been generated on a large scale.
Service scenario: Driven by the huge nursing gap caused by population aging and the need for refined urban governance, pilot projects and applications are being accelerated in areas such as medical rehabilitation, elderly care, and public security.
Consumption scene: In the future, the leading enterprises plan to set the target unit price of some products at $ 20,000/unit. The consumer market may have great potential.
Combined with the "China Development Report 2025" of the Development Research Center of the State Council and the calculation of Dongwu Securities, the embodied intelligence industry will break through in three stages from 2026 to 2035: 2026 to 2030, the period of one hundred billion breakthrough, industrial scene batch landing is the core; The $ 500 billion expansion period of 2031-2033 , The livelihood service scenario will be fully penetrated; The trillion-dollar maturity period of 2034-2035, The convergence model represented by "robot as a service" will dominate the market. Each stage corresponds to a differentiated opportunity ecosystem.
From the CES booth to the global market, the wave of embodied intelligence is pushing Chinese technology to the world. In the face of multiple challenges such as overseas market access, cross-border logistics, local compliance and financial support, a strong integrated supply chain service is indispensable. SUMEC International Technology Co., Ltd. focuses on providing global supply chain integration solutions， It covers a full range of services such as high-end equipment export, market access consulting, cross-border logistics and financial support, to help your embodied intelligence products and solutions go to the sea and ascend in the global value chain.
Working with professional partners to expand the global market, welcome to www.sumecdtx.com or call 4006-979-616 for more information.