CICC: A Select Few Robotics Firms with Full-Stack Prowess Are Anticipated to Ascend to the 'Embodied AI' Echelon
2025-09-17 / Read about 0 minute
Author:小编   

On September 17, CICC highlighted that large-scale robotics models are pivotal in surmounting the constraints of conventional robot control and attaining general embodied AI. At present, the industry is mainly conducting explorations centered around large language models, autonomous driving models, and multimodal large models. The industry's attention is gradually shifting towards the development of 'cerebellum + brain' systems. There exist disparities in the R&D (Research and Development) and commercialization routes among different companies. CICC is of the opinion that in the foreseeable future, only a handful of companies endowed with full-stack technological capabilities, resource integration strengths, and well-thought-out long-term strategies will shape the core benchmarks of 'Embodied AI' by integrating diverse technological pathways and propel its evolution to a loftier level.