icebreakerbingo| Robot industry review: Tesla updates its humanoid robot related video

On May 5, Tesla released it through its official accounticebreakerbingoA demonstration video of the humanoid robot Optimus was presented. The latest video shows how Optimus uses an end-to-end neural network to train cylindrical battery sorting. Driven by Tesla's fully autonomous driving (FSD) technology, Optimus can accurately perform tasks using only a 2D camera, tactile sensing from the hand and force sensors. It can automatically identify empty batteries and have the ability to correct self-error. Optimus is currently learning more skills through a large number of human teleoperations and conducting field tests in a factory, and the frequency of human interventions is gradually decreasing. The video also shows that Optimus has been able to walk longer distances in office spaces. Optimus continues to iterate and its capabilities are further enhanced. At present, training data, hardware actions, and learning control have all become mature. As the amount of training increases and training actions increases, Tesla robots can independently realize simple factory operations. Since the beginning of this year, the robot sector has continued to catalyzeicebreakerbingo: NVIDIA launched the general robot model GR00T, Figure connected to Open AI, Apple entered the robot industry, and domestic manufacturers successively released product iterations. At present, domestic and foreign humanoid robot manufacturers are in the midst of extensive verification of parts and components. If Tesla's humanoid robot is used internally by the end of 24th, it is expected that 24Q2 is expected to reach a preliminary target. The follow-up robot industry catalysts mainly include: 1) the progress of Tesla humanoid robots;2) the World Robot Conference (Beijing) Expo;3) the latest developments in other domestic and foreign humanoid robots. It is recommended to focus on sensors, screws, reducers and other links with greater value and barriers, as well as opportunities brought by the progress of humanoid robot companies and changes in technical solutions. Risk warning: industrialization progress falls short of expectations; risks of technological change; risks of intensified industry competition, etc. [Disclaimer] This article only represents the views of third parties and does not represent the position of Hexun.com. Investors should act accordingly and bear the risks themselves.

[Disclaimer] This article only represents the views of third parties and does not represent the position of Hexun.com. Investors should act accordingly and bear the risks themselves.