IDC releases market analysis report on Embodied Intelligent Robots
At present, the integration of AI large models and robots has inspired the common concern and increased investment in "embodied intelligence" in AI, robotics and other industries. Embodied intelligence has entered a new stage characterized by the strong integration of AI technology, and embodied intelligent robot is an important and most promising form. Recently, IDC released the "Embodied Intelligent Robot Market Analysis: The Blueprint is Emerging (Doc #CHC52727224, December 2024), the report discusses the concept of embodied intelligence, focuses on the robot as the carrier of embodied intelligent robots, introduces its key technologies and progress, industrial ecology and composition, development path and mode and typical market participants.
Concept and connotation
IDC believes that embodied intelligence is an intelligent system that integrates artificial intelligence into all kinds of physical ontology, so that the ontology has the ability to independently perceive, learn, make decisions and act in the physical environment, so as to complete the flexible adaptation of the physical environment and tasks.
Embodied intelligence is embodied in physical interaction, generalization adaptation and autonomous evolution, which emphasizes the dynamic and complex nature of intelligent system design and development.
Key technologies and progress
Technology is the key driving force for the development of embodied intelligent robots. The recent rapid iteration of large AI models has shown massive knowledge accumulation, can understand and carry out logical reasoning, and also has the ability of independent learning iteration, which has played a positive role in promoting the development of current embodied intelligent robots.
Centered on the four core competence modules of embodied intelligence, embodied intelligent robots need a variety of technologies to organically integrate and optimize the robot body to form an efficient closed-loop of "perception - learning - decision - action", and different capability modules also have diversified technical realization routes.
Industrial ecology and composition
Embodied intelligent robots need the support of multi-technology products and the integration of complex systems to meet the needs of rich and diverse application scenarios, and the healthy development of the overall industrial ecology requires rich and diverse market participants to work together.
Components and infrastructure, robot ontology together constitute the hardware basis of embodied intelligent robots, robot operating system, simulation platform, data set, artificial intelligence large model, visual perception algorithm, motion control algorithm, etc. provide the indispensable software foundation of embodied intelligent robots, and at the same time, application integration services are also required for application scenarios and needs in different industries. Standard specifications provide uniform specification guidance.
Development path and mode
Under the common concern and cooperation of the embodied intelligent industry chain, there are two main development paths for embodied intelligent robots at this stage, namely, specific task applications carried by non-humanoid robots that are applied to professional scene tasks based on existing collaborative robots and commercial service robots, and comprehensive universal task applications based on general robots such as humanoid robots.
IDC's advice to technology vendors
Intelligent robot is not only an important direction of the development of contemporary emerging science and technology, but also a high-potential industry market, the next need to increase investment and continuous innovation breakthrough, it is recommended to focus on: based on their own industry exploration experience and accumulation, priority to choose clear pain points, urgent needs, clear commercial prospects of vertical application scenarios for in-depth exploration and technology optimization. Combining open source data with self-accumulated robot field application data, user feedback data and industry understanding and cognition is conducive to the research and development and training of embodied intelligent robots. Adopt a variety of cooperation methods such as technology, market expansion, and equity to reach a deep cooperation relationship, and strengthen the efficient application effect of soft and hard integration of components and ontology, model and ontology of embodied intelligent robots.
Li Junlan, research manager of IDC China Emerging Technology Research Department, said that embodied intelligent robots are becoming a hot track for the joint efforts of artificial intelligence and robotics industry, which is one of the important development directions of contemporary emerging technologies, and it is a high-growth market with great potential. Although embodied intelligent robots are still in their infancy, we have already seen innovative breakthroughs in related technologies, product forms and landing applications. It is believed that under the joint efforts of the whole industry ecology, the landing application will be gradually promoted around the vertical application scenario, the construction of data-driven and cooperative ecology, and the exploration of diversified business models, and the industry will show new development potential and value.