Embodied intelligence is integrated into the cultivation of future industries, and the commercialization of intelligent robots is accelerating. AI large models and robots are forming a deep bond—AI large models provide robots with an “intelligent brain” for environmental perception and task decision-making, while robots become the core carriers for implementing large models in the physical world. The industry is reaching a critical turning point in the industrialization of embodied intelligence and intelligent robots. The following outlines the deep connections between these two concepts across three dimensions: core AI empowerment, robot entities, and core components, based on publicly available information, focusing on business substance and collaborative logic.
Embodied intelligence and intelligent robots are prioritized for future industry cultivation, with subsidies and scenario demonstrations promoting technological implementation, officially entering the era of commercialization. AI large models enhance robot interaction and decision-making capabilities through multimodal perception and reinforcement learning optimization, while real machine data feeds back into large model iterations, forming a positive cycle of “model development – hardware implementation – data feedback,” improving adaptability to complex scenarios.
First Company: iFlytek – Computer Applications/Artificial Intelligence, a leading AI company in China, deeply integrates the Spark cognitive large model with robots, strategically collaborating with Zhiyuan Robotics to promote the integration of intelligent agents and robot entities, covering core functions such as multimodal interaction and task planning; leads key technology research projects for humanoid robots, empowering over 450 robot companies across four major fields, with a success rate of over 95% in complex task decomposition.
Second Company: Inspur – Computer Applications/Technical Services, directly holds 1.41% of Zhiyuan Robotics, supporting the engineering implementation and scenario deployment of Zhiyuan’s embodied intelligence large model as a technical service provider; focuses on the output of integration technology between AI large models and robots, assisting in upgrading the intelligent decision-making capabilities of robots, deeply binding with leading robot enterprise ecosystems.
Third Company: Estun – Industrial Automation/Industrial Robots, a leading industrial robot company, penetrates AI technology from the ground up, reserving embodied intelligence control interfaces in controllers, integrating motion control, machine vision, and AI programming, launching solutions for teaching-free welding and polishing; jointly develops an AI intelligent loading system that achieves autonomous decision-making throughout the entire process through 3D perception and AI recognition, implementing intelligent operations in industrial scenarios.
Fourth Company: Inovance Technology – Intelligent Manufacturing/Industrial Automation, focuses on the industrialization of humanoid robots, laying out core components such as joint actuators and frameless torque motors on the hardware side, and building the iFG intelligent agent platform on the software side, applying open-source large models to optimize vision and motion control; implements a seven-degree-of-freedom bionic arm in machining scenarios, prioritizing the creation of core component advantages for humanoid robots before advancing AI robot implementation in industrial scenarios.
Fifth Company: Siasun Robot – Robotics/Intelligent Equipment, a leading domestic robot company, collaborates with Baidu Smart Cloud and Huawei Ascend ecosystem to upgrade home care robots based on the Wenxin large model, enhancing bidirectional interaction and health management capabilities; relies on AI large models to strengthen robots’ environmental perception and autonomous decision-making, laying out scenarios in health care and intelligent manufacturing, connecting the entire intelligent application chain.
Sixth Company: BYD – Automotive Manufacturing/Intelligent Equipment, directly holds 2.51% of Zhiyuan Robotics, deeply participating in its industrial chain ecosystem and technical collaboration; leveraging its manufacturing advantages to provide technical support for the robot industry, exploring the integration of industrial robots and automotive manufacturing scenarios with AI technology, clearly laying out a dual-concept collaboration.
Seventh Company: Harmonic Drive – General Equipment/Precision Transmission, a leading domestic alternative for harmonic reducers, with a domestic market share exceeding 60%, products entering the supply chains of leading robots such as Zhiyuan and UBTECH, providing precision transmission support for robot joints; adapting to the high-precision motion execution needs driven by AI, simultaneously supplying Tesla’s Optimus robot, benefiting from the mass production of robots.
Eighth Company: Lens Technology – Electronic Manufacturing/Precision Components, manufactures core components such as the “Lingxi X1” series joint modules for Zhiyuan, deeply participating in the production and testing control of robot entities; relying on precision manufacturing capabilities to meet the high precision component needs of robots, assisting in enhancing the stability of AI robot motion execution, binding with the supply chains of leading robot companies.
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