According to a research report from CSC Securities, 2026 is poised to be a pivotal year for the vertical applications of humanoid robots, emphasizing the necessity to closely monitor the performance of robotic applications across diverse scenarios. The practical deployment of humanoid robots has emerged as a key focus within the market landscape. It is projected that, by 2026, as robots' generalization capabilities continue to improve, they will be progressively integrated into industrial, commercial, and other sectors. Physical AI is widely recognized as the next frontier in artificial intelligence development, and the significance of robots, as the optimal physical embodiments of AI, cannot be overstated. Furthermore, the mass production process for Optimus is gaining momentum, with recent supply chain guidelines providing clearer insights into the anticipated production volumes, and the acceleration of production is being incrementally verified. The upcoming launch and subsequent mass production trajectory of the V3 product warrant ongoing attention.
