文｜半导体产业纵横

jinnian，renxingjiqirendeqianjingyuqibuduantisheng。meiguo《shidaizhoukan》fabiaolefengmianwenzhang，huijibingshaixuanle200xiang“2024nianzuijiafaming”。qizhong，renxingjiqirendengshangfengmian，beichengwei2024nianzuiweidafamingzhiyi。

yourenrenwei，renxingjiqirenlibaofahaizao，dejiejuenengyuan、cailiao、lunlidengnanti，buranjiushishaoqianwangainian。yingweidahetesilaruju，gengduoshibujuweilai，qiangzhanshengtaizhudaoquan。zaihaiwai，baokuoyingweida、argon mechatronics、boshidundongli、apptronik、figure ai、unitree、agility roboticshetesilazaineidegongsizhengzaizhongsuxiayibozhinengzidonghuadekenengxing。

01、黄仁勋的机器人梦

zuijin，huangrenxundeshi“shijiezhilv”daodalezhongguotaiwan，tayedaizheyingweidaderenxingjiqirenjihualuodi。

yingweidajiqirenkaifatuanduijinqizaitaiqidongshoubo“xuanxiu”，yiyouduojiagongjujiyezhehuodezhengqiu，baokuoguanjianlingzujianjishuyuguigejijiaruyingweidajiqirengongyingliandeyiyuan，shenzhichuanjiangbupaichuzaitaishelizuzhuangjidi。

yingweidalaitaixunqiubingzuzhirenxingjiqirengongyinglian，baokuoheda、mengli、mengying、luosheng、shangyin、zhide、suoluomendengdachangdoushisuodingduixiang，zhongduanchanpinmiaozhunrenxingjiqiren、zhuanyexingjiqiren。yeneituigu，zuikuaimingnianjiuhuiminglanghua，xiangguanchanpinrenzhengyehuijiexuzhankai，taimeijiqirengongyingliankewangzhubuchengxing。ciwai，gongyingliantoulu，yingweidashuyiduojiatedingzhibiaokejidachangzuoweizuzhuanghuoban，qiebufenchanpinjiangbupaichuzaitaizuzhuang，huanyanzhi，taiwandiqukewangjidiandongchezhihou，chengweirenxingjiqirenshengchanzhongzhen。

hedajituandongshizhangshenguorongbiaoshi，yingweidayutesilabuyueertongsuodingfazhanrenxingjiqiren，weilaishangjikeqi，“hedajituanzairenxingjiqirenfangmianjueduibuhuiquexi，mengyingjinqiyijiehuobushaoguojidachangqiaxun，yuliaohenkuaijiuhuichubuchengguo。”

11yuedihuangrenxunzaizhongguoxianggangkejidaxuedeboshixueweishouyuyishishang，jiangrenxingjiqirenyuqiche、wurenjibingjianlieweiweilaihuishixiandaguimoliangchandesanzhongjiqiren。zaijinnian3yuefendeyingweidagtcdahuishang，huangrenxuncengyu1x technologies、agility robotics、boston dynamics、figure ai、yushudeng9gerenxingjiqirentongshidengtai，fabuyingweidarenxingjiqirentongyongjichumoxing——project gr00t。

yingweidakaifalejiqirenkaifafangzhenpingtaihecankaoyingyongchengxuisaac simhekaiyuandemokuaihuajiqirenxuexikuangjiaisaac lab。zongdelaishuo，yingweidazheiyitaorenxingjiqirenruanjianshengtai，nenggouweijiqirenshujuxunliantigaoxiaolv、jiangdichengben，rangjiqirenkeyibubizaifuzadeyingjianhuanjingzhongkekepengpeng，zaijinruzhenshihuanjingzhiqian，nenggouxianzaixunishijieli“lianbing”。zaijinnian3yuefendeyingweidagtcdahuishangdengtaide9jiarenxingjiqiren，jiushizheitaoshengtaideshoupi“zhongziyonghu”。zaizheiyangyitaofangzhenjizhidepeihezhixia，yingweidafabulejushenzhinengtongyongdamoxing——project gr00t，yudishinidonghua《yinhehuweidui》zhongdexiaoshurengelutetongming，yuyizherenxingjiqirenkeyirudonghuazhongdegeluteyiyangyongyouchaofandeliliang。grootshidejiqirennenggoulijiehechuliziranyuyan，bingqiejubeiduomotaiganzhinengli，jitanenggoutongguoshijue、tingjuedengduozhongganguanshurulaijinxingxinxichuli。danzhizuoruanjianshengtai，haiwufamanzuyingweidazheiyangyijiayixinpianqijiadegongsideyexin。

jiqirenhuoshiaizuidazaiti，aescape、cohesive robotics、standard botsdengduojiajiqirengongsizhengzaishiyong isaac sim duijiqirenjinxingbushuqiandexingnengfangzhenheyanzheng。rendered.ai、softservehetata consultancy serviceszhengzaishiyongomniverse replicatorheisaac simdehechengshujushengchenggongneng，laiyindaoqudonggezhongjiqirenyingyongdeganzhi ai moxing。yingweidatigongdedicengjishuyouwangzhulijiqirenruanjiantupo，jiakuaijiqirenshangyonghuayingyongqianjing。dangqianweirenxingjiqirenliangchanqianxi，jiqirenchanyeyouwangyinglaijizhongcuihua，jianyizhongdianguanzhu。

02、特斯拉：愿意一战

tesilashaozaogangfabiaorenxingjiqiren“optimus”，dangenyingweidaleisideshiyouyuduiguanjianlingzujianxuqiuqiangjing，tesilayebuyueertongdimiaozhunletaichanggongyinglian。

lingwai，meiguodiandongqichezhizaoshangtesilagongsijinrishenqingzhuce“tesilajiqirendongzuomoxing”shangbiao，zhuceleibieweijianshenqicai。juqiyexinxiwangzhantianyanchaxianshi，gaishangbiaomuqianchuyushizhishenchajieduan。

tesilajiqirenhuodongmoxingbeimiaoshuwei“nindeminizidongzhushouherenxingjiqirenpengyou”，shiyige 1:10 bilidekeshouzanghekewanmoxing，jingxinshejile 40 duogedulibujianhe 20 geguanjiedian，waiguanhedongzuodouyudierdairenxingjiqirenxiangsi。jugaiqichezhizaoshangdewangzhancheng，zheikuanmoxingmuqianquehuo，shoujiawei 40 meiyuan。gaimoxingkuan 5.5 limi，gao 18.2 limi，zhong 48 ke，juyou 40 duogedulibujianhe 20 geguanjiedian，baokuochongdianzuo、daiyoujiqirenmoxingdewangluochui。

jingguojigeyuedejinhua，suiranguoneiwaichangshangdouzaikuangjuanjiqirenlingqiaoshou，danjincongziyoudulaikan，optimuslingqiaoshouyiranbaochizhelingxiandiwei

youopenaitouzidechuchuangqiye1x，9yuechutuichudejiatingrenxingjiqirenshoubujuyou20geziyoudu；

figure 8yuefabudedierdairenxingjiqirenfigure02，dazailedisidaijixieshou，yongyou16geziyoudu；

guoneizhiyuanjiqiren8yuefabudexinchanpinzhong，lingqiaoshoudeziyoududadao19ge；

fuliye9yuefabutongyongrenxingjiqirengr-2，lingqiaoshouziyoududadao12ge。

tesilarenxingjiqirenxinxinglingqiaoshouchupeizhikongxinbeidianjiwai，haijiangyouwangjiaruweixingsigang、weixingxiebodengsheji，yijiyouhuachujuechuanganqi、qianbeijianzhongfangandeng，zheixiexinjishufangandexiangguanbiaodedanxingkenenghuigengda

ju《jinrimeiguo》baodao，tesilajiqirenkedongjiqirenzi 11 yuefashouyilai，budao 24 xiaoshijiuyishouqing。muqian ebay shangzheikuanrenoudeshoujiadazhizai 100 zhi 300 meiyuanzhijian。yijitesilayu2022nian9yuefabuqingtianzhuyuanxingche，jihualiangchanhounianchanliangdadao10yiliang。

tesilagongchangjihuamingnianbushuchaoguo 1,000 taishenzhishuqiantaileirenjiqiren。jubaodao，gaigongsixiwangjiangzheixiejiqirendeyingyongkuozhandaoyanglaodenglingyu——youyuxuduoguojiaderenkoulaolinghua，yanglaogongnengbiandeyuelaiyuezhongyao。

03、机器人暴涨

huaqiquanqiudongchafenxishirob garlickhewenyan feifenxiangletamenduiweilai25nianneirenxingjiqirenshichangfazhandeshenruyanjiuchengguo。jurob garlickjieshao，jinguanjiqirenjishubingfeixinshengshiwu，dandangqianzhengyongxianchuzhongduoxindejinzhan，qizhongaidefazhanyouweiguanjian。tazhichu，renxingjiqirenzaijiatingfuwulingyuzhanxianchujudadeqianli，ruzhedieyiwu、xiujiancaopingdengjiawulaodong，yijiweilaonianrentigongzhaohufuwudengfangmian，yujijiangyinglaixianzhuzengzhang。ciwai，baoguodisong、jianzhushigongheshipindisongdenglingyuyeshirenxingjiqirendezhongyaoyingyongchangjing。

wenyan feizedadanyuce，dao2050nian，renxingjiqirendeshichangguimoyouwangdadao7wanyimeiyuanzhiju。tatidao，tesiladeoptimusshidangqianzhengzaikaifaderenxingjiqirenzhongdeyigedianxingdaibiao，ershichangshanghaiyouchaoguo50zhongbutongderenxingjiqirenzhengchuyuyanfajieduan。jinguanjiayongshichangqianlijuda，danfenxishirenwei，renxingjiqirengengyoukenengshouxianzaigongyehuanjinghelaodonglizhongdedaoguangfanyingyong。

rob garlickqiangdiao，renxingjiqirendetouzihuibaozhouqikenengfeichangduan，qiehuibaofenghou。taguji，bufenjiqirendetouzihuishouqishenzhikenengduanzhi36zhou。raner，tayechengren，muqianshangbuqingchurenxingjiqirenjiangruhetidairenleiyuangongyijijutidetidailv。tongshi，duiyuxiwangbushugaijishudegongsilaishuo，tigaorenxingjiqirendechanliangrengmianlinjudadecaiwutiaozhan。

lingwaizai11yue29ri，huaweizhengshirujurenxingjiqirenlingyu，youwangmingnianliangchan。gaixiaoxishunjianyinbaoshichang。huaweirujurenxingjiqiren，yifangmianshiyigexindekejixiangmuqidongyugongguan，lingyifangmian，qishiyoushigexiangkejichengguodeyicixitongjicheng，huaweishezurenxingjiqirenchanyebingbutuwu。

guoneirenxingjiqirenshangyongliangchanjindujizhongzaijinliangnian，chengbenjizhongkongzhizaijishiwanyuannei，gongye、shenghuoduanjuncunqianzaiyingyongchangjing，demo jigengcezhongyundongxingneng、yingjianxingnengdetupo。congxianyouzuixinchanpinlaikan，guoneichangshang(chuxiaomiwai)jibendoutuichulezuixinderenxingjiqiren demo ji。congshangyonghuajindulaikan，muqianyoubixuanwalker x、zishu h1、fuliye gr-1 yijingkaishichushoujiaofu，kaipulexianxingzhejihuajiangyu 2024 nianxiabannianjinxingliangchanchushou，data xr4 yujijinruxiaofeizhejiatingdeshijianzeyujizai 2025nian。

congyuanqishoujiakan，guoneichangshangyujiliangchanyihouzhengjichengbenkongzhizaijishiwanyuanyinei，qizhongzishuyujilingshoujiazaijishiwanrenminbiyinei，zhiyuanyuanzheng a1 xiwangjiangchengbenkongzhizai 20wanyuanyinei，kaipulexianxingzheyuguduiwaishoujiawei 23 wanmeiyuan。congyingyongchangjinglaikan，muqianguoneichangshangchanpinmianduigongyehexiaofeiduanchangjingjuncun，qizhongyoubixuanwalkers、xiaopeng px5、zhiyuanyuanzheng a1、kaipulexianxingzhezhuyaomianduigongyehuachangjing，youbixuan walkerxxiaomi cyber one、data xr4 gengduopianshenghuochangjing，fuliye gr-1 zailiangzhongchangjingdoujubeiyingyongjihui。

yuguoneibutong，guowailiangchanshijianjizhongzai 2025 nianjiyihou，yingyongchangjingzhuyaozaigongyelingyu，chanpinjinzhancezhongjushenzhinengdeliuchangdu、jiaohunengli。congshangyehuajindulaikan，haiwailiangchanjiaofujinduzhengtijiaobuminglang，qizhong diginiyu 2024 nianjiaofudiyipi，2025 nianquanmianshangshichushou；tesilazai 2023q4 yejijiaoliuhuibiaomingoptimus niyu 2025 nianpiliangjiaofu，atlas zai 2024 nianjinruqichegongchangzhiqianjunzuoweirenxingjiqirenyanjiupingtaicunzai，shangyonghuajinchengjiaoman。

congyuanqishoujialaikan，digit dangqianshoujiawei 25wanmeiyuan，optimus yuanqinizai2wanmeiyuanyixia，nizhixingweixian、zhongfuwuliaoderenwu。congyingyongchangjinglaikan，guowairenxingjiqirenchangshangmuqianzhuyaoyigongyechangjingweizhu，qizhong digit zhuanzhuwuliuxingye，atlas、optimus muqianzaigongchangzhizaochangjingxunlianjiaoduo，er sanctuaryai gongside phoenixchulegongyechangjingyiwai，yizaiyiliaochangjingyousuoyingyong。