In a research report released on March 26, CICC emphasized that the realm of humanoid robots is experiencing a surge in advancement, fueled by significant breakthroughs in large AI models, particularly in language and vision capabilities. These enhancements have not only bolstered the robots' ability to generalize but also enriched their interactive experiences. The report expresses optimism about the ongoing technological innovations and shifts in data processing methodologies within the humanoid robot sector, anticipating these developments to propel the field towards broader horizons of growth. Concurrently, the autonomous driving industry is advancing towards the integration of Vision-Language Models (VLM) into VLA technology. It is projected that by 2025, VLA technology will achieve mass production in vehicles, thereby accelerating the commercialization of high-level intelligent driving. Consequently, CICC advises closely monitoring the evolution of sophisticated AI applications, such as humanoid robots and autonomous driving, in the Robotic AI era, while also considering investment opportunities across related industrial chains.
