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Cyrus is suspected to be entering the embodied intelligence sector? Car manufacturers are racing to seize the billion-dollar robotics market.
Special Plastic Vision 2025-03-25 11:24:55

On March 22, Xpeng announced its global campus recruitment notice for spring 2025, wherein for the first time, the doctoral position established a new job title of "Embodied AI Large Model Engineer," which quickly garnered widespread attention from the industry and media. This was the first time Xpeng included this position in its campus recruitment, marking an important step in the company's layout in the field of embodied intelligence. According to the recruitment notice, candidates should possess the ability to understand and generate multi-modal data, and be able to apply this capability to business scenarios such as robotics, factory production, and home service.

In the spring recruitment announcement, SaiLiux detailed the job responsibilities for the "Embodied AI Large Model Engineer" position. Firstly, the candidate will be responsible for developing fundamental large models, with the capability to design model structures and relevant experience in building pre-training tasks and downstream capabilities. Secondly, the key focus of this role is on application deployment, requiring collaboration with large model system engineering technology to apply multi-modal data understanding and generation capabilities to business scenarios such as robotics, factory production, and home services. Lastly, the candidate is also required to keep track of and explore cutting-edge technologies in multi-modal pre-training and large model directions.

The establishment of the company reflects the strategic direction of Sauersteg in the field of embodied intelligence. The company, a full equity investment of Chengdu Phoenix Technology Co., Ltd., covers a wide range of areas including human intelligence foundation resources, human intelligence theory and algorithms software development, human intelligence public data platform, and the development of intelligent robots.

Statement and Future Direction of SAILING

On November 4, 2024, SERES publicly responded to rumors of "engaging in humanoid robot business." SERES stated that the company has no plans to hold a "Humanoid Robot Technology Forum" or similar meetings, and the relevant screenshot information circulating online is also untrue. SERES has not collaborated with any partners on humanoid robot-related projects. Furthermore, SERES indicated that as a technology-driven automotive enterprise, the company will continue to focus on the main track of new energy smart electric vehicles while also paying attention to the exploration and research of cutting-edge technologies in related fields.

Trends in the Automotive Industry's Layout of Embodied Robots

Currently, the automotive industry is undergoing a rapid transformation into intelligentization, accelerated application, and open ecosystem. Many companies are planning to accelerate their human-robot alliance in order to seize the market.

According to reports, automotive companies have the capability to develop humanoid robots, and 70% of the technology is similar.

Zhuge Jingming, chairman of Zero Auto, stated during an interview that the automaker has the capability to develop humanoid robots, but the company's future robots will primarily be used in industrial fields and will not target individual consumers.

He Xiaopeng, Chairman of Xpeng Motors, stated that Xpeng's research and development revealed approximately 70% technological similarity between robotics and AI-powered vehicles, providing a solid foundation for entering the robotics field. Furthermore, as cars evolve into self-driving vehicles, they increasingly resemble robots. Therefore, automotive companies will inevitably transform into "robot car companies" or "companies deeply coupled with robots and cars."

According to the China Academy of Information and Communications Technology's "Research Report on the Development of the Humanoid Robot Industry (2024)," the market size of humanoid robot whole machines in China is expected to be approximately 2 billion to 5 billion yuan from now to 2028. By 2035, the market size of whole machines will reach approximately 50 billion yuan. After 2045, with over 100 million humanoid robots in use entering various industries, the market size of whole machines could reach approximately 10 trillion yuan.

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