Following the HarmonyOS and Harmony Smart Mobility, Huawei has made another significant move.

On November 15, Huawei (Shenzhen) announced the official operation of the global embodied intelligence industry innovation center.

It is understood that the center was jointly established by Huawei and the management bureau of the Shenzhen Qianhai Cooperation Zone, aiming to focus on cutting-edge international technology, guided by industrial demonstration application scenarios, to conduct technological research and joint innovation, and to build a world-class embodied intelligence industry innovation center.

A relevant person in charge from Huawei introduced that Huawei has been laying out embodied intelligence for many years, actively building relevant core technologies and industrial innovation empowerment around large embodied models, and has established an embodied intelligence ecosystem with over a hundred enterprises.

The initial plan for the innovation center is as follows: In terms of basic investment, the Embodied Intelligence Core Technology Laboratory will provide a common technology base, where the research and development and productization of brain core technologies involve large embodied models, multimodal models, and computing power, while the key technology research and development of the cerebellum includes flexible automated assembly, flexible automated testing, multi-robot collaborative manufacturing, and general dual-arm precision manufacturing.

The innovation center will also launch co-creation projects, where Huawei empowers embodied intelligence technology, in collaboration with ontology manufacturers and manufacturing enterprises to solve technological challenges faced by enterprises, creating 'hit' products in the embodied domain that address real problems.

The first batch of 16 enterprises has 'joined'.

At the same time, Huawei signed strategic cooperation memoranda with 16 companies, including leju robots, shenzhen zhaowei machinery & electronics, shenzhen dazu robots,墨影 technology, guangdong topstar technology, siasun robot & automation, hualong xunda, shenzhen huacheng industrial control, zhejiang zhongjian technology, aft, peking innovation lezhi information technology, digital huaxia shenzhen technology, peking zhongruan international education, zhejiang qiangnao technology, foshan aoka robots, and hechuan humanoid robots.

In response, the listed company shenzhen zhaowei machinery & electronics stated that there is currently no clarity on the cooperation signing situation.

Guangdong topstar technology and aft both acknowledged the signing, but they stated that the contracts signed were framework agreements.

When asked whether the company will enter Huawei's embodied intelligence supply chain, guangdong topstar technology responded that it is necessary to observe whether there will be substantive progress in the future, and currently it is impossible to make predictions, as it is only an initiating ceremony.

Aft stated that it will depend on the progress and discussions among various parties in the later stages, because it is currently only a relatively large framework agreement.

As a result, the stock prices of related companies experienced a rapid surge.

As of the time of publication, guangdong topstar technology has risen nearly 7% today, with stock prices hitting a new high for the period, accumulating a rise of over 135% since September 24.

Shenzhen zhaowei machinery & electronics rose over 2%, and yesterday the company's stock price hit a new high for the phase, peaking at 71 yuan per share, approaching the historical high of 72.59 yuan per share, with a cumulative increase of over 90% since September 24.

Hechuan technology rose over 3%, accumulating nearly 52% since September 24.

Affect rose slightly, with its stock price just reaching a new high for the phase yesterday, accumulating over 58% since September 24.

Three major commercialization paths.

Embodied ai is an intelligent system based on a physical body for perception and action. It acquires information, understands problems, makes decisions, and performs actions through the interaction of agents with the environment. Unlike siasun robots, embodied ai possesses self-decision-making capabilities.

Dr. Liu Shaoshan, director of the embodied ai center at the Shenzhen Institute of ai and Robotics, said: "The embodied ai system is like the Android system in a smart phone."

It was introduced that after having an embodied ai system, it's like changing from a feature phone to a smart phone, making robots capable of becoming general-purpose robots that can learn and adapt to their environment. Just by telling the robot "go fetch the delivery," it can understand your needs and learn how to fetch the delivery over time. Thus, the economic significance of embodied ai is to make robots general-purpose, able to interact with the environment, self-evolve, and self-learn.

Zhongyin International pointed out that the current commercialization paths of embodied ai mainly include three types:

1) The general-purpose robot path, which centers around using general hardware and software to handle various changing use scenarios. This path has high requirements for funding and technology, and currently, industry giants like 1X, Figure, and Tesla are accelerating their layout.

2) The pure software path, which designs a general operating system that allows hardware manufacturers to access the robot's "brain" through API interfaces, enabling multiple hardware platforms to share the same software architecture. As robots are deployed on a large scale, their marginal costs can approach zero. For the pure software path, it is recommended to pay attention to nvidia and Huawei's partner manufacturers.

3) The vertical industry software-hardware integration, where robot hardware and data are still in the coupling stage, and companies can form a data barrier in niche areas by collecting sensor data. For this path, it is recommended to focus on leading companies in specific fields.

However, the industry's commercialization still needs time.

Liu Shaoshan expects that it will not be until 2027-2028 that there will be truly commercially viable products, and that will be the beginning of commercialization. By 2030-2035, humanoid robots will truly enter thousands of households, powerful enough to help humans with laundry, cooking, mopping, fetching deliveries, etc., with prices dropping to around 0.3 million yuan, making the concept of buying robots for household chores similar to buying a small car for transportation.