【高盛:汽车将成为推动人形机器人扩张的主要行业之一】高盛大幅上调全球人形机器人市场预测。随着具身人工智能技术不断发展,高盛认为,人形机器人正迅速从原型开发阶段迈向大规模原型制造和商业化生产阶段。 根据高盛近期发布的报告,该机构预计到2035年,全球人形机器人销量将达到648万台。相比此前预测的138万台,这一数字增长约4.7倍。同一时期,市场规模预测也从此前约380亿美元大幅上调至1380亿美元,增幅约3.6倍。 高盛尤其指出,汽车行业将成为推动人形机器人市场扩张的主要行业之一。汽车企业拥有复杂产品的大规模制造能力和全球供应链,因此既有望成为人形机器人早期需求方,也有可能成为其规模化生产的主要参与者。
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